ESOP · DOL Form 5500 · 2023
National Health Corporation ESOP
Data updated 2026-08-11
- $144M
- Total assets
- 1,470
- Participants
- 93rd
- Percentile by assets
- $98,168
- Avg per participant
Official DOL plan name: National Health Corp Leveraged Employee Stock Ownership Plan · Sponsored by National Health Corporation · Tennessee · Healthcare & Social Assistance
$144M in assets, 1,470 participants
National Health Corporation's National Health Corp Leveraged Employee Stock Ownership Plan reported $144M in total assets and 1,470 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #16,658 in Healthcare & Social Assistance (17,684 peers)
Where National Health Corp Leveraged Employee Stock Ownership Plan sits by assets
National Health Corp Leveraged Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $144M for 1,470 participants (~$98,168/participant), up 58.8% in 2023.
- $144M
- total plan assets (2023 EOY)
- 1,470
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $98,168
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Health Corp Leveraged Employee Stock Ownership Plan reported net income rose from -$9M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- National Health Corp Leveraged Employee Stock Ownership Plan end-of-year assets rose from $91M in the plan year 2022 filing to $144M in the plan year 2023 filing.
- National Health Corp Leveraged Employee Stock Ownership Plan reported participants fell from 1,824 in the plan year 2022 filing to 1,470 in the plan year 2023 filing.
National Health Corp Leveraged Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, National Health Corp Leveraged Employee Stock Ownership Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | $53M |
| Employer EIN | 621294263 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Health Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,994 | $308M |
| 2023 | 2 | 15,364 | $411M |
| 2024 | 2 | 16,819 | $494M |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
National Health Corp Leveraged Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
- 3ls, Inc. Employee Stock Ownership Plan $134M · 424
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483
- Churchill Holdings, Inc. Employee Stock Ownership Plan $81M · 474
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to National Health Corp Leveraged Employee Stock Ownership Plan by total assets, not by location.
- Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust (IL) $144M · 698
- Roush Holdings Employee Stock Ownership Plan (OH) $145M · 390
- Cmg, Inc. (WI) $143M · 72
- Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan (LA) $143M · 570
Frequently Asked Questions
How did National Health Corp Leveraged Employee Stock Ownership Plan assets move in 2023? ▼
How have National Health Corporation plan assets changed over time? ▼
Where does National Health Corp Leveraged Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to National Health Corp Leveraged Employee Stock Ownership Plan? ▼
Next read for National Health Corp Leveraged Employee …
Scale reading
Ways to act on National Health Corp Leveraged Employee Stock Ownership Plan's numbers.
- By total assets, National Health Corp Leveraged Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
- National Health Corporation's sponsor-wide assets have grown 60.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans