Other · DOL Form 5500 · 2023

Rural Medical Services, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
114
Participants Small participant base
56th
Percentile by assets National rank
$79,495
Avg per participant Below avg balance/head
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Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. · Sponsored by Rural Medical Services, Inc. · Tennessee · Healthcare & Social Assistance

$9M in assets, 114 participants

Rural Medical Services, Inc.'s Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. reported $9M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,981 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. covers 114 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#10,981
in Healthcare & Social Assistance (17,684 peers)
+14.1%
assets growth YoY

Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. vs every filed plan by assets

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

$9,062,415 Top 44% higher than 56% 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

Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. 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. Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. reported participants rose from 89 in the plan year 2022 filing to 114 in the plan year 2023 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621102683 · Rural Medical Services, Inc. PY 2023 · Other

Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. · $9M · 114 · 56th

  • EIN $9M
  • EIN 114
  • EIN 56th
  • EIN Other
  • EIN near Green Chimneys Children's Service Tax Sheltered Annuity Plan
  • EIN ind #10981

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 →

Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. in the asset neighbourhood

Grier School Tda Retirement Plan and DC Retirement PlanGrier School Tda Retirement …$9M403(b) Thrift Plan of Queens Community House, Inc.403(b) Thrift Plan of Queens…$9MSafe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc.Safe-Harbor 403(b) Thrift Pl…$9MGreen Chimneys Children's Service Tax Sheltered Annuity PlanGreen Chimneys Children's Se…$9MSafer Foundation 403(b) Savings PlanSafer Foundation 403(b) Savi…$9M
End-of-year total assets ($M) among Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN621102683
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rural Medical Services, Inc.)

Sponsor-wide plan assets over time

All Rural Medical Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.37100802086099% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.94M $10.5M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 89 $8M
2023 1 114 $9M
2024 1 117 $11M

Nearby Other Plans in Tennessee

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

Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc., Total assets ($B): 0.009062415 · Participants: 114Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc.Vanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. vs. nearby Other plans in Tennessee, assets vs. participants

Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc.'s out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Green Chimneys Children's Service Tax Sheltered Annuity Plan in NY ($9M); by covered participants it is St. Joseph's Catholic School Defined Contribution Plan in SC (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. assets move in 2023?
Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc. grew at a solid clip - up 14.1% during 2023, from $8M to $9M. Reported net income was $1M.
How have Rural Medical Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rural Medical Services, Inc.'s sponsor-wide assets grew 32.4%, from $8M to $11M.
Which Other plans are similar in size to Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc.?
Among Other plans in other states, the closest by assets is Green Chimneys Children's Service Tax Sheltered Annuity Plan in NY ($9M, 629 participants).
Which Other plans cover a similar participant headcount to Safe-Harbor 403(b) Thrift Plan for Employees of Rural Medical Services, Inc.?
Among Other plans in other states, the closest by covered participants is St. Joseph's Catholic School Defined Contribution Plan in SC (114 participants, N/A in assets).