401(k) · DOL Form 5500 · 2023
Ave Maria Home 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 227
- Participants Below avg headcount
- 30th
- Percentile by assets National rank
- $8,419
- Avg per participant Low balance/head
Official DOL plan name: Ave Maria Home Retirement Plan · Sponsored by Ave Maria Home · Tennessee · Healthcare & Social Assistance
$2M in assets, 227 participants
Ave Maria Home's Ave Maria Home Retirement Plan reported $2M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #5,024 in Healthcare & Social Assistance (17,684 peers)
Coverage in Tennessee
Ave Maria Home Retirement Plan covers 227 participants in Tennessee, about 20% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.
- #5,024
- in Healthcare & Social Assistance (17,684 peers)
- +10.7%
- assets growth YoY
Ave Maria Home Retirement Plan among the smaller filed plans by assets
Ave Maria Home Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,911,012 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ave Maria Home Retirement 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. Ave Maria Home Retirement Plan sits mid-pack in the medium band (227 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ave Maria Home Retirement Plan reported net income rose from -$413K in the plan year 2022 filing to $182K in the plan year 2023 filing.
- Ave Maria Home Retirement Plan reported participants rose from 170 in the plan year 2022 filing to 227 in the plan year 2023 filing.
- Ave Maria Home Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 620561701 · Ave Maria Home PY 2023 · 401(k)
Ave Maria Home Retirement Plan · $2M · 227 · 30th
- ASSETS $2M
- PCT 227
- EIN 30th
- RANK 401(k)
- PHOTO near Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust
- IND ind #5024
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 →
Ave Maria Home Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $182K |
| Employer EIN | 620561701 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ave Maria Home)
Sponsor-wide plan assets over time
All Ave Maria Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 24.577375848724305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $2M |
| 2023 | 1 | 227 | $2M |
| 2024 | 1 | 184 | $2M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Ave Maria Home Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust in MI ($2M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.
- Care Hawaii, Inc. 401(k) Retirement Savings Plan (HI) 227 · 0 off
- Meier-Badger 401(k) Retirement Savings Plan (WI) 227 · 0 off
- Arrowhead Dental Laboratories, Inc. 401(k) Retirement Savings Plan (UT) 227 · 0 off
- Bbp Retirement Savings Plan (MI) 227 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.