Defined Benefit (Pension) · DOL Form 5500 · 2023

Tennessee Rural Health Improvement Association Pension Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
117
Participants Small participant base
89th
Percentile by assets National rank
$643,883
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Plan of Tennessee Rural Health Improvem · Sponsored by Tennessee Rural Health Improvement Association · Tennessee · Finance & Insurance

$75M in assets, 117 participants

Tennessee Rural Health Improvement Association's Retirement Plan of Tennessee Rural Health Improvem reported $75M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,385 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Retirement Plan of Tennessee Rural Health Improvem covers 117 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $75M.

#7,385
in Finance & Insurance (8,869 peers)
+11.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Retirement Plan of Tennessee Rural Health Improvem's outsized position by total assets

Retirement Plan of Tennessee Rural Health Improvem vs every filed plan by assets

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

$75,334,306 Top 11% higher than 89% 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

Retirement Plan of Tennessee Rural Health Improvem among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of Tennessee Rural Health Improvem sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Tennessee Rural Health Improvem reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Retirement Plan of Tennessee Rural Health Improvem end-of-year assets rose from $67M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Retirement Plan of Tennessee Rural Health Improvem reported participants fell from 120 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620450581 · Tennessee Rural Health Improvement Association PY 2023 · Defined Benefit (Pension)

Retirement Plan of Tennessee Rural Health Improvem · $75M · 117 · 89th

  • BOY $75M
  • SCH 117
  • EBSA 89th
  • PART Defined Benefit (Pension)
  • TYPE near Employees' Retirement Income Plan of Bank Leumi USA
  • NET ind #7385

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Retirement Plan of Tennessee Rural Health Improvem in the asset neighbourhood

Employees' Retirement Income Plan of Bank Leumi USAEmployees' Retirement Income…$75MRetirement Plan of Tennessee Rural Health ImprovemRetirement Plan of Tennessee…$75MTeamsters Local 11 Pension FundTeamsters Local 11 Pension F…$75MSbera Pension Plan as Adopted by Salem Five Cents Savings BankSbera Pension Plan as Adopte…$75MLiquor Salesmen's Union Local 2 Pension FundLiquor Salesmen's Union Loca…$75M
End-of-year total assets ($M) among Retirement Plan of Tennessee Rural Health Improvem and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$75M
Net Income$8M
Employer EIN620450581
Plan Effective Date1963-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tennessee Rural Health Improvement Association)

Sponsor-wide plan assets over time

All Tennessee Rural Health Improvement Association plans reported in each filing year

Latest sponsor-wide plan assets
$93M 19.866873380180706% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $77.5M $92.9M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 240 $78M
2023 2 239 $86M
2024 2 263 $93M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Retirement Plan of Tennessee Rural Health Improvem vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan of Tennessee Rural Health Improvem, Total assets ($B): 0.075334306 · Participants: 117Retirement Plan of Tennessee Rural Health ImprovemFedex 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
Retirement Plan of Tennessee Rural Health Improvem vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Retirement Plan of Tennessee Rural Health Improvem side-by-side with 3 peers →

Retirement Plan of Tennessee Rural Health Improvem's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Income Plan of Bank Leumi USA in NJ ($75M); by covered participants it is Cotton Incorporated Pension Plan in NC (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Retirement Plan of Tennessee Rural Health Improvem assets move in 2023? ▼
Retirement Plan of Tennessee Rural Health Improvem grew at a solid clip - up 11.6% during 2023, from $67M to $75M. Reported net income was $8M.
How have Tennessee Rural Health Improvement Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tennessee Rural Health Improvement Association's sponsor-wide assets grew 19.9%, from $78M to $93M.
Where does Retirement Plan of Tennessee Rural Health Improvem rank by assets among Form 5500 filers? ▼
Retirement Plan of Tennessee Rural Health Improvem ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan of Tennessee Rural Health Improvem? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Income Plan of Bank Leumi USA in NJ ($75M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of Tennessee Rural Health Improvem? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cotton Incorporated Pension Plan in NC (117 participants, $35M 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 620450581.

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.