401(k) · DOL Form 5500 · 2023

Jackson Clinic Professional Association 401(k) Plan

Data updated 2026-08-11

$165M
Total assets
643
Participants
94th
Percentile by assets
$256,953
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$165M
total plan assets (2023 EOY)
643
covered participants
94th
percentile by assets (of 127,072 plans)
$256,953
avg assets per participant

Where The Jackson Clinic Professional Association Revised Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Tennessee
Industry
Healthcare & Social Assistance

The Jackson Clinic Professional Association Revised Profit Sharing Plan vs the 2023 asset distribution

By assets, The Jackson Clinic Professional Association Revised Profit Sharing Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

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)

$150M$160M$170M$180M 202220232024 $152M $169M ▲ +11.3%
Total plan assets by year, all Jackson Clinic Professional Association plans on file
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

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 P…Fedex Corporation Re…Hca 401(k) PlanFederal Express Corp…International Paper …Chs/Community Health…
The Jackson Clinic Professional Association Revised Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Jackson Clinic Professional Associat… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Jackson Clinic Professional Association Revised Profit Sharing Plan by total assets, not by location.

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).

Next read for The Jackson Clinic Professional Associat…

Scale reading

Ways to act on The Jackson Clinic Professional Association Revised Profit Sharing Plan's numbers.

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.