Other
2023 plan-year Other DOL Form 5500

NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NATIONAL HEALTH CORPORATION

This Other plan holds $144M in total assets and serves 1,470 participants as of 2023. It is sponsored by NATIONAL HEALTH CORPORATION in Tennessee. The plan reported positive net income of $53M for the year.

Total Assets (2023)
$144M
Participants
1,470
State
Industry
Healthcare & Social Assistance

What the Filing Says About NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN

NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by NATIONAL HEALTH CORPORATION, headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $144M in total end-of-year assets and covers 1,470 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 621294263, and the plan has been effective since 1974-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $91M at the beginning of 2023 to $144M at year-end — a gain of 58.8%. Net assets (after liabilities) closed the year at $144M, with reported net income of $53M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$91M
Total Assets (End of Year)$144M
Net Assets (End of Year)$144M
Net Income$53M
Plan TypeOther
Employer EIN621294263
Plan Effective Date1974-01-01
Filing StatusFILING 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 Other Plans in Tennessee

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN holds $144M in total assets with 1,470 participants. It is sponsored by NATIONAL HEALTH CORPORATION.
What type of plan is NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN?
NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 1974-01-01. The plan is filed with the U.S. Department of Labor under EIN 621294263.
Who sponsors the NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN?
NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by NATIONAL HEALTH CORPORATION, located in Tennessee. The sponsor's EIN is 621294263 and the plan operates in the Healthcare & Social Assistance industry.
How did NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN grew by 58.8% during 2023, moving from $91M to $144M in total assets. Net income was $53M.
Where can I find official filings for NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 621294263 or plan name at efast.dol.gov.
How does NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare NATIONAL HEALTH CORP LEVERAGED EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 621294263.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.