401(k) · DOL Form 5500 · 2023

Beacon Health Alliance, P.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
24
Participants Small participant base
74th
Percentile by assets National rank
$884,857
Avg per participant High balance/head
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Official DOL plan name: Beacon Health Alliance Profit Sharing Plan · Sponsored by Beacon Health Alliance, P.C. · Tennessee · Healthcare & Social Assistance

$21M in assets, 24 participants

Beacon Health Alliance, P.C.'s Beacon Health Alliance Profit Sharing Plan reported $21M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,784 in Healthcare & Social Assistance (17,684 peers)

Beacon Health Alliance, P.C. multi-year trail

Beacon Health Alliance, P.C.'s plans moved +37.0% in assets from 2022 to 2024; this filing shows Beacon Health Alliance Profit Sharing Plan at $21M / 24 participants.

#13,784
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY

Beacon Health Alliance Profit Sharing Plan's outsized position by total assets

Beacon Health Alliance Profit Sharing Plan vs every filed plan by assets

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

$21,236,579 Top 26% higher than 74% 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

Beacon Health Alliance Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beacon Health Alliance Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beacon Health Alliance Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Beacon Health Alliance Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Beacon Health Alliance Profit Sharing Plan reported participants rose from 23 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 621587901 · Beacon Health Alliance, P.C. PY 2023 · 401(k)

Beacon Health Alliance Profit Sharing Plan · $21M · 24 · 74th

  • PCT $21M
  • EIN 24
  • RANK 74th
  • PHOTO 401(k)
  • IND near Pai Industries, Inc. 401(k) Profit Sharing Plan
  • EOY ind #13784

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 →

Beacon Health Alliance Profit Sharing Plan in the asset neighbourhood

Beacon Health Alliance Profit Sharing PlanBeacon Health Alliance Profi…$21MPai Industries, Inc. 401(k) Profit Sharing PlanPai Industries, Inc. 401(k) …$21MChesapeake Employers' Insurance Company 401(k) PlanChesapeake Employers' Insura…$21MRae Corporation 401(k) Plan$21MGates, Hudson & Associates Employee 401(k) PlanGates, Hudson & Associates E…$21M
End-of-year total assets ($M) among Beacon Health Alliance Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Beacon Health Alliance, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Beacon Health Alliance, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 37.018497103423705% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.7M $24.2M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 23 $18M
2023 1 24 $21M
2024 1 23 $24M

Beacon Health Alliance, P.C. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN621587901
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Beacon Health Alliance Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Beacon Health Alliance Profit Sharing Plan, Total assets ($B): 0.021236579 · Participants: 24Beacon Health Alliance Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Beacon Health Alliance Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Beacon Health Alliance Profit Sharing Plan side-by-side with 3 peers →

Beacon Health Alliance Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Pai Industries, Inc. 401(k) Profit Sharing Plan in GA ($21M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Beacon Health Alliance Profit Sharing Plan assets move in 2023? ▼
Beacon Health Alliance Profit Sharing Plan grew sharply - up 20.0% during 2023, from $18M to $21M. Reported net income was $4M.
How have Beacon Health Alliance, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Health Alliance, P.C.'s sponsor-wide assets grew 37.0%, from $18M to $24M.
Which 401(k) plans are similar in size to Beacon Health Alliance Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pai Industries, Inc. 401(k) Profit Sharing Plan in GA ($21M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Beacon Health Alliance Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 621587901.

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.