Other · DOL Form 5500 · 2023
Methodist Medical Center of Oak Ridge Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 642
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $80,888
- Avg per participant Below avg balance/head
Official DOL plan name: Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees · Sponsored by Methodist Medical Center of Oak Ridge · Tennessee · Healthcare & Social Assistance
$52M in assets, 642 participants
Methodist Medical Center of Oak Ridge's Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees reported $52M in total assets and 642 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #15,575 in Healthcare & Social Assistance (17,684 peers)
Where Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees sits by assets
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees sits in the top quartile of all filed plans by assets, $52M for 642 participants (~$80,888/participant), up 13.9% in 2023.
- #15,575
- in Healthcare & Social Assistance (17,684 peers)
- +13.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees's outsized position by total assets
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,930,254 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees 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. Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees sits mid-pack in the medium band (642 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees end-of-year assets rose from $46M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees reported participants rose from 632 in the plan year 2022 filing to 642 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 620636239 · Methodist Medical Center of Oak Ridge PY 2023 · Other
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees · $52M · 642 · 86th
- NET $52M
- NET 642
- NET 86th
- NET Other
- NET near Carroll College 403(b) Plan
- NET ind #15575
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 →
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $6M |
| Employer EIN | 620636239 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Methodist Medical Center of Oak Ridge)
Sponsor-wide plan assets over time
All Methodist Medical Center of Oak Ridge plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 23.388668449158338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 632 | $46M |
| 2023 | 1 | 642 | $52M |
| 2024 | 1 | 635 | $56M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Carroll College 403(b) Plan in MT ($52M); by covered participants it is Berry College Tax-Deferred Annuity Plan in GA (642 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (642 participants); asset peers above are excluded.
- Berry College Tax-Deferred Annuity Plan (GA) 642 · 0 off
- Berry College Defined Contribution Plan (GA) 642 · 0 off
- Tri-State Memorial Hospital, Inc. Retirement Plan (WA) 641 · 1 off
- The Mary Cariola Children's Center 403(b) Retirement Plan (NY) 641 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.