401(k) · DOL Form 5500 · 2023

Traditions Health, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
2,967
Participants Above avg headcount
78th
Percentile by assets National rank
$9,592
Avg per participant Low balance/head
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Official DOL plan name: Traditions Health, LLC 401(k) Plan · Sponsored by Traditions Health, LLC · Tennessee · Healthcare & Social Assistance

$28M in assets, 2,967 participants

Traditions Health, LLC's Traditions Health, LLC 401(k) Plan reported $28M in total assets and 2,967 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,459 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Traditions Health, LLC 401(k) Plan covers 2,967 participants in Tennessee, 2.6x the typical Tennessee plan (state average ~1,126 per filing). Assets: $28M.

#14,459
in Healthcare & Social Assistance (17,684 peers)
+26.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Traditions Health, LLC 401(k) Plan's outsized position by total assets

Traditions Health, LLC 401(k) Plan vs every filed plan by assets

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

$28,458,098 Top 22% higher than 78% 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

Traditions Health, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Traditions Health, LLC 401(k) Plan lands in the large band (2,967 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Traditions Health, LLC 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Traditions Health, LLC 401(k) Plan reported participants rose from 1,985 in the plan year 2022 filing to 2,967 in the plan year 2023 filing.
  • Traditions Health, LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 451744136 · Traditions Health, LLC PY 2023 · 401(k)

Traditions Health, LLC 401(k) Plan · $28M · 2,967 · 78th

  • NET $28M
  • BOOK 2,967
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Shaw Systems Associates, L.L.C. Profit Sharing Plan
  • EBSA ind #14459

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 →

Traditions Health, LLC 401(k) Plan in the asset neighbourhood

Traditions Health, LLC 401(k) PlanTraditions Health, LLC 401(k…$28MShaw Systems Associates, L.L.C. Profit Sharing PlanShaw Systems Associates, L.L…$28MSt. Ann's Home, Inc. Retirement PlanSt. Ann's Home, Inc. Retirem…$28MOec Graphics, Inc. Retirement PlanOec Graphics, Inc. Retiremen…$28MEsg Architecture & Design, Inc. Savings PlanEsg Architecture & Design, I…$28M
End-of-year total assets ($M) among Traditions Health, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN451744136
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Traditions Health, LLC)

Sponsor-wide plan assets over time

All Traditions Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 38.20056086860938% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $31M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 1,985 $22M
2023 1 2,967 $28M
2024 1 2,448 $31M

Nearby 401(k) Plans in Tennessee

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

Traditions Health, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Traditions Health, LLC 401(k) Plan, Total assets ($B): 0.028458098 · Participants: 2967Traditions Health, LLC 401(k) 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
Traditions Health, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Traditions Health, LLC 401(k) Plan side-by-side with 3 peers →

Traditions Health, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Shaw Systems Associates, L.L.C. Profit Sharing Plan in TX ($28M); by covered participants it is Holding Company of the Villages, Inc. Employees Savings Plan in FL (2,967 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,967 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 Traditions Health, LLC 401(k) Plan assets move in 2023? ▼
Traditions Health, LLC 401(k) Plan grew sharply - up 26.7% during 2023, from $22M to $28M. Reported net income was $6M.
How have Traditions Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Traditions Health, LLC's sponsor-wide assets grew 38.2%, from $22M to $31M.
Where does Traditions Health, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Traditions Health, LLC 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Traditions Health, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shaw Systems Associates, L.L.C. Profit Sharing Plan in TX ($28M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Traditions Health, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holding Company of the Villages, Inc. Employees Savings Plan in FL (2,967 participants, $87M 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 451744136.

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.