Other · DOL Form 5500 · 2022
Ballad Health Retirement Plan
Data updated 2026-08-25
- $517M
- Total assets Above avg plan size
- 11,477
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $45,068
- Avg per participant Low balance/head
Official DOL plan name: Ballad Health 403(b) Plan · Sponsored by Ballad Health · Tennessee · Healthcare & Social Assistance
$517M in assets, 11,477 participants
Ballad Health's Ballad Health 403(b) Plan reported $517M in total assets and 11,477 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #19,686 in Healthcare & Social Assistance (20,060 peers)
Coverage in Tennessee
Ballad Health 403(b) Plan covers 11,477 participants in Tennessee, 10x the typical Tennessee plan (state average ~1,126 per filing). Assets: $517M.
- #19,686
- in Healthcare & Social Assistance (20,060 peers)
- +18.9%
- assets growth YoY
- 5.2×
- vs typical plan assets (national mean)
Ballad Health 403(b) Plan's outsized position by total assets
Ballad Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$517,250,441 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ballad Health 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ballad Health 403(b) Plan is a mega filing (11,477 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 611771290 · Ballad Health PY 2022 · Other
Ballad Health 403(b) Plan · $517M · 11,477 · 98th
- BOY $517M
- SCH 11,477
- EBSA 98th
- PART Other
- TYPE near Nebraska Medicine Retirement Plan - Employee Contributions
- NET ind #19686
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Tennessee →
Ballad Health 403(b) Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $435M |
|---|---|
| Net Assets (End of Year) | $517M |
| Net Income | $82M |
| Employer EIN | 611771290 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ballad Health)
Sponsor-wide plan assets over time
All Ballad Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 24.009065784843845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 18,330 | $1.1B |
| 2023 | 3 | 18,139 | $1.2B |
| 2024 | 3 | 18,077 | $1.3B |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $3.4B · 28,507
- Vanderbilt University Retirement Plan $2.1B · 6,874
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $919M · 4,892
- Southeastern Carpenters and Millwrights Pension Plan $468M · 9,451
- Dialysis Clinic, Inc. Thrift Plan $359M · 5,615
Scale composition for Ballad Health 403(b) Plan
Ballad Health 403(b) Plan reports $517M in end-of-year assets across 11,477 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $45,068 per participant (33% of the national average assets-per-participant) . Net income for plan year 2022 was $82M.
This plan identity (EIN 611771290, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $517M to $731M (+41.4%) while covered participants moved from 11,477 to 12,134 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,477 | $517M | This page |
| 2023 | 11,769 | $616M | Open filing |
| 2024 · index core | 12,134 | $731M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Ballad Health 403(b) Plan (Other, $731M, 12,134 participants)
- Ballad Health 401(a) Plan (Profit Sharing, $486M, 4,963 participants)
- Ballad Health 401(k) Plan (401(k), $126M, 980 participants)
Ballad Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Nebraska Medicine Retirement Plan - Employee Contributions in NE ($517M); by covered participants it is Presbyterian Healthcare Services 403(b) Plan in NM (11,300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($517M here).
- Nebraska Medicine Retirement Plan - Employee Contributions (NE) $517M · 9,278
- Amherst College Defined Contribution Retirement Plan (MA) $516M · 1,788
- St. Charles Health System Retirement Plan (OR) $519M · 4,485
- IBEW Local 351 Surety Plan (NJ) $520M · 2,375
Similar participant headcount
Nearest other-state filings by covered participants (11,477 participants); asset peers above are excluded.
- Presbyterian Healthcare Services 403(b) Plan (NM) 11,300 · 177 off
- Northern Light Health Retirement Partnership 403(b) Plan (ME) 11,671 · 194 off
- Yale University Retirement Account Plan (CT) 11,281 · 196 off
- 403(b) Retirement Savings Plan for Integris Health, Inc. (OK) 11,261 · 216 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.