Other · DOL Form 5500 · 2023

Knoxville Hospital and Clinics Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
271
Participants Below avg headcount
66th
Percentile by assets National rank
$53,270
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#12,648
in Healthcare & Social Assistance (17,684 peers)
+21.9%
assets growth YoY

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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 $2,050,000,000 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

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Knoxville Hospital and Clinics Tax Sheltered Annuity Plan sits mid-pack in the medium band (271 participants).

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 →

Plan-year Form 5500 strip

Filing strip 421087612 · Knoxville Hospital and Clinics PY 2023 · Other

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan · $14M · 271 · 66th

  • 5500 $14M
  • 5500 271
  • 5500 66th
  • 5500 Other
  • 5500 near Alcona Citizens for Health, Inc. 403(b) Plan
  • 5500 ind #12648

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 Iowa →

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan in the asset neighbourhood

Knoxville Hospital and Clinics Tax Sheltered Annuity PlanKnoxville Hospital and Clini…$14MAlcona Citizens for Health, Inc. 403(b) PlanAlcona Citizens for Health, …$14MBuffalo Bill Historical Center 403(b) DC PlanBuffalo Bill Historical Cent…$14MHospice Care of Southwest Michigan 403(b) Retirement Savings PlanHospice Care of Southwest Mi…$14MOrdway Center for the Performing Arts Defined Contribution Retirement PlanOrdway Center for the Perfor…$14M
End-of-year total assets ($M) among Knoxville Hospital and Clinics Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Knoxville Hospital and Clinics plans reported in each filing year

Latest sponsor-wide plan assets
$17M 46.445119247224184% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $17.3M ▲ +46.5%
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 ($M) Participants Knoxville Hospital and Clinics Tax Sheltered Annuity Plan, Total assets ($M): 14.436092 · Participants: 271Knoxville Hospital and Clinics Tax Sheltered Annuity PlanIaicu Multiple Employer Plan, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 352.550863 · Participants: 810Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 344.594954 · Participants: 4651Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 277.013704 · Participants: 1224Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Knoxville Hospital and Clinics Tax Sheltered Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Knoxville Hospital and Clinics Tax Sheltered Annuity Plan side-by-side with 3 peers →

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Alcona Citizens for Health, Inc. 403(b) Plan in MI ($14M); by covered participants it is Westminster College Defined Contribution Retirement Plan in PA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to Knoxville Hospital and Clinics Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Westminster College Defined Contribution Retirement Plan in PA (271 participants, $75M in assets).

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.