Other · DOL Form 5500 · 2023

Bone and Joint Institute of Tennessee Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
253
Participants Below avg headcount
51st
Percentile by assets National rank
$27,402
Avg per participant Low balance/head
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Official DOL plan name: Bone and Joint Institute of Tennessee 403b Plan · Sponsored by Bone and Joint Institute of Tennessee Inc. · Tennessee · Healthcare & Social Assistance

$7M in assets, 253 participants

Bone and Joint Institute of Tennessee Inc.'s Bone and Joint Institute of Tennessee 403b Plan reported $7M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,925 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Bone and Joint Institute of Tennessee 403b Plan covers 253 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $7M.

#9,925
in Healthcare & Social Assistance (17,684 peers)
+41.2%
assets growth YoY

Bone and Joint Institute of Tennessee 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bone and Joint Institute of Tennessee 403b Plan vs every filed plan by assets

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

$6,932,666 Top 49% higher than 51% 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

Bone and Joint Institute of Tennessee 403b 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. Bone and Joint Institute of Tennessee 403b Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bone and Joint Institute of Tennessee 403b Plan reported net income rose from $164K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bone and Joint Institute of Tennessee 403b Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Bone and Joint Institute of Tennessee 403b Plan reported participants rose from 233 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 822418202 · Bone and Joint Institute of Tennessee Inc. PY 2023 · Other

Bone and Joint Institute of Tennessee 403b Plan · $7M · 253 · 51st

  • VS-ST $7M
  • VS-ST 253
  • VS-ST 51st
  • VS-ST Other
  • VS-ST near Independence Mission Schools 403(b) Plan
  • VS-ST ind #9925

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 →

Bone and Joint Institute of Tennessee 403b Plan in the asset neighbourhood

Glenmeadow, Inc. 403(b) Retirement PlanGlenmeadow, Inc. 403(b) Reti…$7MSt Benedict Health Center Tax Deferred Annuity PlanSt Benedict Health Center Ta…$7MFaith Academy of Mobile Inc. 403b PlanFaith Academy of Mobile Inc.…$7MBone and Joint Institute of Tennessee 403b PlanBone and Joint Institute of …$7MIndependence Mission Schools 403(b) PlanIndependence Mission Schools…$7M
End-of-year total assets ($M) among Bone and Joint Institute of Tennessee 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN822418202
Plan Effective Date2018-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bone and Joint Institute of Tennessee Inc.)

Sponsor-wide plan assets over time

All Bone and Joint Institute of Tennessee Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 85.65387867131507% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.91M $9.12M ▲ +85.7%
Year Plans Participants Total Assets
2022 1 233 $5M
2023 1 253 $7M
2024 1 280 $9M

Nearby Other Plans in Tennessee

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

Bone and Joint Institute of Tennessee 403b Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Bone and Joint Institute of Tennessee 403b Plan, Total assets ($B): 0.006932666 · Participants: 253Bone and Joint Institute of Tennessee 403b PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
Bone and Joint Institute of Tennessee 403b Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Bone and Joint Institute of Tennessee 403b Plan side-by-side with 3 peers →

Bone and Joint Institute of Tennessee 403b Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Independence Mission Schools 403(b) Plan in PA ($7M); by covered participants it is Asbury University DC Retirement Plan in KY (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Bone and Joint Institute of Tennessee 403b Plan assets move in 2023? ▼
Bone and Joint Institute of Tennessee 403b Plan surged - up 41.2% during 2023, from $5M to $7M. Reported net income was $2M.
How have Bone and Joint Institute of Tennessee Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bone and Joint Institute of Tennessee Inc.'s sponsor-wide assets grew 85.7%, from $5M to $9M.
Which Other plans are similar in size to Bone and Joint Institute of Tennessee 403b Plan? ▼
Among Other plans in other states, the closest by assets is Independence Mission Schools 403(b) Plan in PA ($7M, 429 participants).
Which Other plans cover a similar participant headcount to Bone and Joint Institute of Tennessee 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Asbury University DC Retirement Plan in KY (253 participants, $59M 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 822418202.

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.