401(k) · DOL Form 5500 · 2023

Holston Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
1,081
Participants Near avg headcount
93rd
Percentile by assets National rank
$122,969
Avg per participant Near avg balance/head
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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.

  • #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.

#16,600
in Healthcare & Social Assistance (17,684 peers)
+27.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Holston Medical Group Retirement Plan's outsized position 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 $2,050,000,000 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

Holston Medical Group Retirement 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. Holston Medical Group Retirement Plan lands in the large band (1,081 participants).

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 →

Plan-year Form 5500 strip

Filing strip 621388079 · Holston Medical Group, Inc. PY 2023 · 401(k)

Holston Medical Group Retirement Plan · $133M · 1,081 · 93rd

  • SCH $133M
  • SCH 1,081
  • SCH 93rd
  • SCH 401(k)
  • SCH near Perforce Software, Inc., 401(k) Plan
  • SCH ind #16600

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 →

Holston Medical Group Retirement Plan in the asset neighbourhood

Boise Cascade Company Hourly Savings PlanBoise Cascade Company Hourly…$133MHolston Medical Group Retirement PlanHolston Medical Group Retire…$133MPerforce Software, Inc., 401(k) PlanPerforce Software, Inc., 401…$133MCommunity Health Services of Georgia Profit Sharing PlanCommunity Health Services of…$133MSummit Orthopedics, Ltd. 401(k) Profit Sharing PlanSummit Orthopedics, Ltd. 401…$133M
End-of-year total assets ($M) among Holston Medical Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Holston Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 41.462623186501126% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $104M $147M ▲ +41.5%
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 ($B) Participants Holston Medical Group Retirement Plan, Total assets ($B): 0.132929591 · Participants: 1081Holston Medical Group Retirement 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
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 →

Holston Medical Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Perforce Software, Inc., 401(k) Plan in MN ($133M); by covered participants it is Wafertech 401(k) Retirement Plan in WA (1,081 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,081 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 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).
Which 401(k) plans cover a similar participant headcount to Holston Medical Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wafertech 401(k) Retirement Plan in WA (1,081 participants, $242M 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 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.