401(k) · DOL Form 5500 · 2023

Holston Medical Group, Inc. 401(k) Plan

Data updated 2026-08-11

$133M
Total assets
1,081
Participants
93rd
Percentile by assets
$122,969
Avg per participant
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Official DOL plan name: Holston Medical Group Retirement Plan · Sponsored by Holston Medical Group, Inc. · Tennessee · Healthcare & Social Assistance

$133M in assets, 1,081 participants

Holston Medical Group, Inc.'s Holston Medical Group Retirement Plan reported $133M in total assets and 1,081 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #16,600 in Healthcare & Social Assistance (17,684 peers)

Where Holston Medical Group Retirement Plan sits by assets

Holston Medical Group Retirement Plan sits in the top 10% of all filed plans by assets, $133M for 1,081 participants (~$122,969/participant), up 27.8% in 2023.

$133M
total plan assets (2023 EOY)
1,081
covered participants
93rd
percentile by assets (of 127,072 plans)
$122,969
avg assets per participant

Where Holston Medical Group Retirement Plan sits by total assets

Holston Medical Group Retirement Plan vs every filed plan by assets

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

$132,929,591 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holston Medical Group Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Holston Medical Group Retirement Plan end-of-year assets rose from $104M in the plan year 2022 filing to $133M in the plan year 2023 filing.
  • Holston Medical Group Retirement Plan reported participants rose from 976 in the plan year 2022 filing to 1,081 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Tennessee
Industry
Healthcare & Social Assistance

Holston Medical Group Retirement Plan vs the 2023 asset distribution

By assets, Holston Medical Group Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$133M
Net Income$29M
Employer EIN621388079
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holston Medical Group, Inc.)

$80M$100M$120M$140M$160M 202220232024 $104M $147M ▲ +41.5%
Total plan assets by year, all Holston Medical Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 976 $104M
2023 1 1,081 $133M
2024 1 1,172 $147M

Nearby 401(k) Plans in Tennessee

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

Holston Medical Group Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Holston Medical Grou…, Total assets ($B): 0.132929591 · Participants: 1081Holston Medical Grou…Fedex Corporation Re…, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Re…Hca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corp…, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corp…International Paper …, Total assets ($B): 4.621886139 · Participants: 12153International Paper …Chs/Community Health…, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health…
Holston Medical Group Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Holston Medical Group Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Holston Medical Group Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Holston Medical Group Retirement Plan assets move in 2023? ▼
Holston Medical Group Retirement Plan grew sharply - up 27.8% during 2023, from $104M to $133M. Reported net income was $29M.
How have Holston Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holston Medical Group, Inc.'s sponsor-wide assets grew 41.5%, from $104M to $147M.
Where does Holston Medical Group Retirement Plan rank by assets among Form 5500 filers? ▼
Holston Medical Group Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Holston Medical Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perforce Software, Inc., 401(k) Plan in MN ($133M, 682 participants).

Next read for Holston Medical Group Retirement Plan

Scale reading

Ways to act on Holston Medical Group Retirement Plan's numbers.

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 621388079.

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.