Defined Benefit (Pension) · DOL Form 5500 · 2023

Zhealth, LLC Pension Plan

Data updated 2026-08-25

$230K
Total assets Small plan by assets
11
Participants Small participant base
12th
Percentile by assets National rank
$20,925
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zhealth, LLC Cash Balance Plan · Sponsored by Zhealth, LLC · Tennessee · Professional & Technical Services

$230K in assets, 11 participants

Zhealth, LLC's Zhealth, LLC Cash Balance Plan reported $230K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,844 in Professional & Technical Services (20,321 peers)

2023 asset change

Zhealth, LLC Cash Balance Plan contracted severely 68.2% in 2023 ($723K → $230K) for 11 participants.

#1,844
in Professional & Technical Services (20,321 peers)
-68.2%
assets change YoY

The plan reported a net loss of $493K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zhealth, LLC Cash Balance Plan among the smaller filed plans by assets

Zhealth, LLC Cash Balance Plan vs every filed plan by assets

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

$230,176 12th percentile higher than 12% 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

Zhealth, LLC Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zhealth, LLC Cash Balance Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zhealth, LLC Cash Balance Plan reported net income fell from -$101K in the plan year 2022 filing to -$493K in the plan year 2023 filing.
  • Zhealth, LLC Cash Balance Plan end-of-year assets fell from $723K in the plan year 2022 filing to $230K in the plan year 2023 filing.
  • Zhealth, LLC Cash Balance Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621838821 · Zhealth, LLC PY 2023 · Defined Benefit (Pension)

Zhealth, LLC Cash Balance Plan · $230K · 11 · 12th

  • RANK $230K
  • PHOTO 11
  • IND 12th
  • EOY Defined Benefit (Pension)
  • 5500 near Roofers Local 195 Pension Fund
  • ASSETS ind #1844

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Zhealth, LLC Cash Balance Plan in the asset neighbourhood

Zhealth, LLC Cash Balance PlanZhealth, LLC Cash Balance Pl…$230KRoofers Local 195 Pension FundRoofers Local 195 Pension Fu…$230KVac-Alert of California, LLC Pension PlanVac-Alert of California, LLC…$230KSamrose & Shepard Defined Benefit Pension PlanSamrose & Shepard Defined Be…$229KSeltzer Business Management Inc Defined Benefit Pension PlanSeltzer Business Management …$227K
End-of-year total assets ($M) among Zhealth, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Zhealth, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Zhealth, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.907471077085185% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.57M $6.12M ▲ +9.9%
Year Plans Participants Total Assets
2022 2 25 $6M
2023 2 23 $5M
2024 2 26 $6M

2023 asset-move particulars

Total Assets (Beginning of Year)$723K
Net Assets (End of Year)$230K
Net Income-$493K
Employer EIN621838821
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Zhealth, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Zhealth, LLC Cash Balance Plan, Total assets ($B): 0.000230176 · Participants: 11Zhealth, LLC Cash Balance 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
Zhealth, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Zhealth, LLC Cash Balance Plan side-by-side with 3 peers →

Zhealth, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Roofers Local 195 Pension Fund in NY ($230K); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Zhealth, LLC Cash Balance Plan assets move in 2023? ▼
Zhealth, LLC Cash Balance Plan contracted severely - down 68.2% during 2023, from $723K to $230K. Reported net income was -$493K.
How have Zhealth, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zhealth, LLC's sponsor-wide assets grew 9.9%, from $6M to $6M.
Where does Zhealth, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Zhealth, LLC Cash Balance Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Zhealth, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roofers Local 195 Pension Fund in NY ($230K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zhealth, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants, $3M 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 621838821.

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.