Other · DOL Form 5500 · 2023

Knoxville Hospital and Clinics Retirement Plan

Data updated 2026-08-11

$14M
Total assets
271
Participants
66th
Percentile by assets
$53,270
Avg per participant
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Official DOL plan name: Knoxville Hospital and Clinics Tax Sheltered Annuity Plan · Sponsored by Knoxville Hospital and Clinics · Iowa · Healthcare & Social Assistance

$14M in assets, 271 participants

Knoxville Hospital and Clinics's Knoxville Hospital and Clinics Tax Sheltered Annuity Plan reported $14M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • 66th percentile by assets (of 127,072 plans)
  • #12,648 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan covers 271 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: $14M.

$14M
total plan assets (2023 EOY)
271
covered participants
66th
percentile by assets (of 127,072 plans)
$53,270
avg assets per participant

Where Knoxville Hospital and Clinics Tax Sheltered Annuity Plan sits by total assets

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,436,092 Top 34% higher than 66% of 127,068 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Knoxville Hospital and Clinics Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Knoxville Hospital and Clinics Tax Sheltered Annuity Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Knoxville Hospital and Clinics Tax Sheltered Annuity Plan reported participants rose from 254 in the plan year 2022 filing to 271 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Iowa
Industry
Healthcare & Social Assistance

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Knoxville Hospital and Clinics Tax Sheltered Annuity Plan reports 271 participants - about 44% of that state average ($14M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN421087612
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Knoxville Hospital and Clinics)

$10M$12M$14M$16M$18M 202220232024 $11.8M $17.3M ▲ +46.5%
Total plan assets by year, all Knoxville Hospital and Clinics plans on file
Year Plans Participants Total Assets
2022 1 254 $12M
2023 1 271 $14M
2024 1 315 $17M

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Knoxville Hospital a…, Total assets ($M): 14.436092 · Participants: 271Knoxville Hospital a…Iaicu Multiple Emplo…, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Emplo…Act, Inc. Defined Co…, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Co…Grinnell College Emp…, Total assets ($M): 352.550863 · Participants: 810Grinnell College Emp…Genesis Health Syste…, Total assets ($M): 344.594954 · Participants: 4651Genesis Health Syste…Drake University Man…, Total assets ($M): 277.013704 · Participants: 1224Drake University Man…
Knoxville Hospital and Clinics Tax Sheltered Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Knoxville Hospital and Clinics Tax Shelt… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Knoxville Hospital and Clinics Tax Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Knoxville Hospital and Clinics Tax Sheltered Annuity Plan assets move in 2023? ▼
Knoxville Hospital and Clinics Tax Sheltered Annuity Plan grew sharply - up 21.9% during 2023, from $12M to $14M. Reported net income was $3M.
How have Knoxville Hospital and Clinics plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Knoxville Hospital and Clinics's sponsor-wide assets grew 46.4%, from $12M to $17M.
Which Other plans are similar in size to Knoxville Hospital and Clinics Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Alcona Citizens for Health, Inc. 403(b) Plan in MI ($14M, 366 participants).

Next read for Knoxville Hospital and Clinics Tax Shelt…

Filing takeaways

Ways to act on Knoxville Hospital and Clinics Tax Sheltered Annuity Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421087612.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.