401(k) · DOL Form 5500 · 2023

Jackson Clinic Professional Association 401(k) Plan

Data updated 2026-08-25

$165M
Total assets Near avg plan size
643
Participants Below avg headcount
94th
Percentile by assets National rank
$256,953
Avg per participant Above avg balance/head
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Official DOL plan name: The Jackson Clinic Professional Association Revised Profit Sharing Plan · Sponsored by Jackson Clinic Professional Association · Tennessee · Healthcare & Social Assistance

$165M in assets, 643 participants

Jackson Clinic Professional Association's The Jackson Clinic Professional Association Revised Profit Sharing Plan reported $165M in total assets and 643 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,749 in Healthcare & Social Assistance (17,684 peers)

Where The Jackson Clinic Professional Association Revised Profit Sharing Plan sits by assets

The Jackson Clinic Professional Association Revised Profit Sharing Plan sits in the top 10% of all filed plans by assets, $165M for 643 participants (~$256,953/participant), up 8.8% in 2023.

#16,749
in Healthcare & Social Assistance (17,684 peers)
+8.8%
assets growth YoY
1.7×
vs typical plan assets (national mean)

The Jackson Clinic Professional Association Revised Profit Sharing Plan's outsized position by total assets

The Jackson Clinic Professional Association Revised Profit Sharing Plan vs every filed plan by assets

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

$165,220,671 Top 6% higher than 94% 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

The Jackson Clinic Professional Association Revised Profit Sharing 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. The Jackson Clinic Professional Association Revised Profit Sharing Plan sits mid-pack in the medium band (643 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Jackson Clinic Professional Association Revised Profit Sharing Plan reported net income rose from -$39M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Jackson Clinic Professional Association Revised Profit Sharing Plan reported participants rose from 591 in the plan year 2022 filing to 643 in the plan year 2023 filing.
  • The Jackson Clinic Professional Association Revised Profit Sharing Plan end-of-year assets rose from $152M in the plan year 2022 filing to $165M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620555660 · Jackson Clinic Professional Association PY 2023 · 401(k)

The Jackson Clinic Professional Association Revised Profit Sharing Plan · $165M · 643 · 94th

  • PART $165M
  • TYPE 643
  • NET 94th
  • BOOK 401(k)
  • VS-ST near Sports, Hospitality and Entertainment 401(k) Plan
  • BOY ind #16749

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 →

The Jackson Clinic Professional Association Revised Profit Sharing Plan in the asset neighbourhood

N.a.N.I Physicians Services Profit Sharing and Retirement Saving PlanN.a.N.I Physicians Services …$165MThe Jackson Clinic Professional Association Revised Profit Sharing PlanThe Jackson Clinic Professio…$165MSports, Hospitality and Entertainment 401(k) PlanSports, Hospitality and Ente…$165MBenteler Automotive Corporation Savings/ Retirement PlanBenteler Automotive Corporat…$165MAveva Inc. 401(k) Plan$165M
End-of-year total assets ($M) among The Jackson Clinic Professional Association Revised Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$152M
Net Assets (End of Year)$165M
Net Income$13M
Employer EIN620555660
Plan Effective Date1970-12-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Jackson Clinic Professional Association)

Sponsor-wide plan assets over time

All Jackson Clinic Professional Association plans reported in each filing year

Latest sponsor-wide plan assets
$169M 11.306582127491607% vs 2022
2024 filing year
$150M$160M$170M$180M 202220232024 $152M $169M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 591 $152M
2023 1 643 $165M
2024 1 629 $169M

Nearby 401(k) Plans in Tennessee

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

The Jackson Clinic Professional Association Revised Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Jackson Clinic Professional Association Revised Profit Sharing Plan, Total assets ($B): 0.165220671 · Participants: 643The Jackson Clinic Professional Association Revised 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
The Jackson Clinic Professional Association Revised Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Jackson Clinic Professional Association Revised Profit Sharing Plan side-by-side with 3 peers →

The Jackson Clinic Professional Association Revised Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Sports, Hospitality and Entertainment 401(k) Plan in TX ($165M); by covered participants it is Lakeland Financial Corporation 401(k) Plan in IN (643 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (643 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 The Jackson Clinic Professional Association Revised Profit Sharing Plan assets move in 2023? ▼
The Jackson Clinic Professional Association Revised Profit Sharing Plan grew at a solid clip - up 8.8% during 2023, from $152M to $165M. Reported net income was $13M.
How have Jackson Clinic Professional Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jackson Clinic Professional Association's sponsor-wide assets grew 11.3%, from $152M to $169M.
Where does The Jackson Clinic Professional Association Revised Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Jackson Clinic Professional Association Revised Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Jackson Clinic Professional Association Revised Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sports, Hospitality and Entertainment 401(k) Plan in TX ($165M, 9,805 participants).
Which 401(k) plans cover a similar participant headcount to The Jackson Clinic Professional Association Revised Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lakeland Financial Corporation 401(k) Plan in IN (643 participants, $119M 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 620555660.

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.