Other · DOL Form 5500 · 2023

Frontier Health Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,077
Participants Near avg headcount
75th
Percentile by assets National rank
$20,974
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Frontier Health Tax Deferred Annuity Plan · Sponsored by Frontier Health · Tennessee · Healthcare & Social Assistance

$23M in assets, 1,077 participants

Frontier Health's Frontier Health Tax Deferred Annuity Plan reported $23M in total assets and 1,077 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,927 in Healthcare & Social Assistance (17,684 peers)

Where Frontier Health Tax Deferred Annuity Plan sits by assets

Frontier Health Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $23M for 1,077 participants (~$20,974/participant), up 16.6% in 2023.

#13,927
in Healthcare & Social Assistance (17,684 peers)
+16.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Frontier Health Tax Deferred Annuity Plan's outsized position by total assets

Frontier Health Tax Deferred Annuity Plan vs every filed plan by assets

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

$22,588,534 Top 25% higher than 75% 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

Frontier Health Tax Deferred Annuity 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. Frontier Health Tax Deferred Annuity Plan lands in the large band (1,077 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Frontier Health Tax Deferred Annuity Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Frontier Health Tax Deferred Annuity Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Frontier Health Tax Deferred Annuity Plan reported participants fell from 1,152 in the plan year 2022 filing to 1,077 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620582605 · Frontier Health PY 2023 · Other

Frontier Health Tax Deferred Annuity Plan · $23M · 1,077 · 75th

  • PART $23M
  • TYPE 1,077
  • NET 75th
  • BOOK Other
  • VS-ST near Foundation for the National Institutes of Health 403(b) DC Plan
  • BOY ind #13927

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 →

Frontier Health Tax Deferred Annuity Plan in the asset neighbourhood

Belmont Day School DC Retirement PlanBelmont Day School DC Retire…$23MGerman School DC Retirement PlanGerman School DC Retirement …$23MSnohomish County Public Defender Association 403(b) PlanSnohomish County Public Defe…$23MFrontier Health Tax Deferred Annuity PlanFrontier Health Tax Deferred…$23MFoundation for the National Institutes of Health 403(b) DC PlanFoundation for the National …$23M
End-of-year total assets ($M) among Frontier Health Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN620582605
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frontier Health)

Sponsor-wide plan assets over time

All Frontier Health plans reported in each filing year

Latest sponsor-wide plan assets
$48M 24.405204625621955% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.3M $47.6M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 1,486 $38M
2023 2 1,419 $44M
2024 2 1,447 $48M

Nearby Other Plans in Tennessee

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

Frontier Health Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Frontier Health Tax Deferred Annuity Plan, Total assets ($B): 0.022588534 · Participants: 1077Frontier Health 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
Frontier Health Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Frontier Health Tax Deferred Annuity Plan side-by-side with 3 peers →

Frontier Health Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Foundation for the National Institutes of Health 403(b) DC Plan in MD ($23M); by covered participants it is The Harker School 403(b) Tax-Deferred Annuity Plan in CA (1,077 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,077 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 Frontier Health Tax Deferred Annuity Plan assets move in 2023? ▼
Frontier Health Tax Deferred Annuity Plan grew sharply - up 16.6% during 2023, from $19M to $23M. Reported net income was $3M.
How have Frontier Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frontier Health's sponsor-wide assets grew 24.4%, from $38M to $48M.
Where does Frontier Health Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Frontier Health Tax Deferred Annuity Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Frontier Health Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Foundation for the National Institutes of Health 403(b) DC Plan in MD ($23M, 78 participants).
Which Other plans cover a similar participant headcount to Frontier Health Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Harker School 403(b) Tax-Deferred Annuity Plan in CA (1,077 participants, $60M 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 620582605.

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.