401(k) · DOL Form 5500 · 2023

National Health Investors Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
27
Participants Small participant base
47th
Percentile by assets National rank
$208,948
Avg per participant Above avg balance/head
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Official DOL plan name: National Health Investors Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by National Health Investors Inc. · Tennessee · Finance & Insurance

$6M in assets, 27 participants

National Health Investors Inc.'s National Health Investors Inc. 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,948 in Finance & Insurance (8,869 peers)

National Health Investors Inc. multi-year trail

National Health Investors Inc.'s plans moved +68.3% in assets from 2022 to 2024; this filing shows National Health Investors Inc. 401(k) Profit Sharing Plan & Trust at $6M / 27 participants.

#2,948
in Finance & Insurance (8,869 peers)
+36.4%
assets growth YoY

National Health Investors Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

National Health Investors Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,641,597 47th percentile higher than 47% 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

National Health Investors Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Health Investors Inc. 401(k) Profit Sharing Plan & Trust is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Health Investors Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$527K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • National Health Investors Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • National Health Investors Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 20 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621470956 · National Health Investors Inc. PY 2023 · 401(k)

National Health Investors Inc. 401(k) Profit Sharing Plan & Trust · $6M · 27 · 47th

  • ASSETS $6M
  • PCT 27
  • EIN 47th
  • RANK 401(k)
  • PHOTO near Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan
  • IND ind #2948

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 Finance & Insurance retirement plans → · Plans in Tennessee →

National Health Investors Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

National Health Investors Inc. 401(k) Profit Sharing Plan & TrustNational Health Investors In…$6MKelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) PlanKelvin C. Choi, D.D.S., Inc.…$6MBusiness Valuation Resources LLC 401(k) PlanBusiness Valuation Resources…$6MMary Ann Morse Healthcare Corp. 401(k) PlanMary Ann Morse Healthcare Co…$6MDunn Heat Exchangers, Inc. 401(k) PlanDunn Heat Exchangers, Inc. 4…$6M
End-of-year total assets ($M) among National Health Investors Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

National Health Investors Inc. multi-year asset trail

Sponsor-wide plan assets over time

All National Health Investors Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 68.29077200419306% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.14M $6.96M ▲ +68.1%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 27 $6M
2024 1 27 $7M

National Health Investors Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN621470956
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

National Health Investors Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants National Health Investors Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005641597 · Participants: 27National Health Investors Inc. 401(k) Profit Sharing Plan & TrustFedex 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
National Health Investors Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare National Health Investors Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

National Health Investors Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan in CA ($6M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 National Health Investors Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
National Health Investors Inc. 401(k) Profit Sharing Plan & Trust surged - up 36.4% during 2023, from $4M to $6M. Reported net income was $2M.
How have National Health Investors Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Health Investors Inc.'s sponsor-wide assets grew 68.3%, from $4M to $7M.
Which 401(k) plans are similar in size to National Health Investors Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kelvin C. Choi, D.D.S., Inc. Profit Sharing 401(k) Plan in CA ($6M, 20 participants).
Which 401(k) plans cover a similar participant headcount to National Health Investors Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants, N/A 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 621470956.

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.