Other · DOL Form 5500 · 2023

Hawkins County Memorial Hospital Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
98
Participants Small participant base
29th
Percentile by assets National rank
$17,546
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan · Sponsored by Hawkins County Memorial Hospital · Tennessee · Healthcare & Social Assistance

$2M in assets, 98 participants

Hawkins County Memorial Hospital's Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan reported $2M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,702 in Healthcare & Social Assistance (17,684 peers)

Hawkins County Memorial Hospital multi-year trail

Hawkins County Memorial Hospital's plans moved +10.2% in assets from 2022 to 2024; this filing shows Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan at $2M / 98 participants.

#4,702
in Healthcare & Social Assistance (17,684 peers)
+1.5%
assets growth YoY

Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan among the smaller filed plans by assets

Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan vs every filed plan by assets

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

$1,719,484 29th percentile higher than 29% 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

Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan reported net income rose from -$488K in the plan year 2022 filing to $26K in the plan year 2023 filing.
  • Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan reported participants fell from 114 in the plan year 2022 filing to 98 in the plan year 2023 filing.
  • Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621816368 · Hawkins County Memorial Hospital PY 2023 · Other

Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan · $2M · 98 · 29th

  • IND $2M
  • EOY 98
  • 5500 29th
  • ASSETS Other
  • PCT near Montgomery Child Care Association 403(b) DC Plan
  • EIN ind #4702

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 →

Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan in the asset neighbourhood

Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity PlanWellmont Hawkins County Memo…$2MMontgomery Child Care Association 403(b) DC PlanMontgomery Child Care Associ…$2MBerks Counseling Center, Inc. 403(b) Retirement PlanBerks Counseling Center, Inc…$2MPenland School of Crafts Tiaa Cref Retirement PlanPenland School of Crafts Tia…$2M403(b) Thrift Plan for Kansas Big Brothers Big Sisters Inc403(b) Thrift Plan for Kansa…$2M
End-of-year total assets ($M) among Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Hawkins County Memorial Hospital multi-year asset trail

Sponsor-wide plan assets over time

All Hawkins County Memorial Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.161275657148776% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M 202220232024 $3.32M $3.66M ▲ +10.2%
Year Plans Participants Total Assets
2022 2 228 $3M
2023 2 196 $3M
2024 2 138 $4M

Hawkins County Memorial Hospital filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$26K
Employer EIN621816368
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan, Total assets ($B): 0.001719484 · Participants: 98Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity PlanVanderbilt 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
Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan side-by-side with 3 peers →

Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Montgomery Child Care Association 403(b) DC Plan in MD ($2M); by covered participants it is The Bay School of San Francisco DC Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan assets move in 2023? ▼
Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan edged up modestly - up 1.5% during 2023, from $2M to $2M. Reported net income was $26K.
How have Hawkins County Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawkins County Memorial Hospital's sponsor-wide assets grew 10.2%, from $3M to $4M.
Which Other plans are similar in size to Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Montgomery Child Care Association 403(b) DC Plan in MD ($2M, 87 participants).
Which Other plans cover a similar participant headcount to Wellmont Hawkins County Memorial Hospital Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Bay School of San Francisco DC Retirement Plan in CA (98 participants, $20M 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 621816368.

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.