Defined Benefit (Pension) · DOL Form 5500 · 2023

Campbell Clinic, P.C. Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
267
Participants Below avg headcount
80th
Percentile by assets National rank
$122,051
Avg per participant Near avg balance/head
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Official DOL plan name: Campbell Clinic, P.C. Cash Balance Pension Plan · Sponsored by Campbell Clinic, P.C. · Tennessee · Healthcare & Social Assistance

$33M in assets, 267 participants

Campbell Clinic, P.C.'s Campbell Clinic, P.C. Cash Balance Pension Plan reported $33M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,725 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Campbell Clinic, P.C. Cash Balance Pension Plan covers 267 participants in Tennessee, about 24% of the average Tennessee filer (state average ~1,126 per filing). Assets: $33M.

#14,725
in Healthcare & Social Assistance (17,684 peers)
+18.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Campbell Clinic, P.C. Cash Balance Pension Plan's outsized position by total assets

Campbell Clinic, P.C. Cash Balance Pension Plan vs every filed plan by assets

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

$32,587,578 Top 20% higher than 80% 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

Campbell Clinic, P.C. Cash Balance Pension 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. Campbell Clinic, P.C. Cash Balance Pension Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Campbell Clinic, P.C. Cash Balance Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Campbell Clinic, P.C. Cash Balance Pension Plan end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Campbell Clinic, P.C. Cash Balance Pension Plan reported participants rose from 253 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620811256 · Campbell Clinic, P.C. PY 2023 · Defined Benefit (Pension)

Campbell Clinic, P.C. Cash Balance Pension Plan · $33M · 267 · 80th

  • PART $33M
  • TYPE 267
  • NET 80th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Retirement Plan for Employees of Mckenzie-Willamette Hospital
  • BOY ind #14725

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 →

Campbell Clinic, P.C. Cash Balance Pension Plan in the asset neighbourhood

Allied Aviation New York Services Pension PlanAllied Aviation New York Ser…$33MCommunity Resource Credit Union Pension PlanCommunity Resource Credit Un…$33MNational Bankshares, Inc. Retirement Income PlanNational Bankshares, Inc. Re…$33MCampbell Clinic, P.C. Cash Balance Pension PlanCampbell Clinic, P.C. Cash B…$33MRetirement Plan for Employees of Mckenzie-Willamette HospitalRetirement Plan for Employee…$33M
End-of-year total assets ($M) among Campbell Clinic, P.C. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN620811256
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Campbell Clinic, P.C.)

Sponsor-wide plan assets over time

All Campbell Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$184M 31.803298748868986% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $139M $184M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 694 $139M
2023 2 830 $160M
2024 2 869 $184M

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Campbell Clinic, P.C. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Campbell Clinic, P.C. Cash Balance Pension Plan, Total assets ($B): 0.032587578 · Participants: 267Campbell Clinic, P.C. Cash Balance Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Campbell Clinic, P.C. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Campbell Clinic, P.C. Cash Balance Pension Plan side-by-side with 3 peers →

Campbell Clinic, P.C. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Mckenzie-Willamette Hospital in OR ($33M); by covered participants it is Texas Trust Credit Union Retirement Income Plan in TX (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Campbell Clinic, P.C. Cash Balance Pension Plan assets move in 2023? ▼
Campbell Clinic, P.C. Cash Balance Pension Plan grew sharply - up 18.8% during 2023, from $27M to $33M. Reported net income was $5M.
How have Campbell Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Campbell Clinic, P.C.'s sponsor-wide assets grew 31.8%, from $139M to $184M.
Where does Campbell Clinic, P.C. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Campbell Clinic, P.C. Cash Balance Pension Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Campbell Clinic, P.C. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Mckenzie-Willamette Hospital in OR ($33M, 111 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Campbell Clinic, P.C. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Texas Trust Credit Union Retirement Income Plan in TX (267 participants, $79M 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 620811256.

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.