Other · DOL Form 5500 · 2023

Helen Ross Mcnabb Center, Inc. Retirement Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
1,143
Participants Near avg headcount
88th
Percentile by assets National rank
$60,357
Avg per participant Low balance/head
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Official DOL plan name: Helen Ross Mcnabb Center, Inc., Retirement Plan · Sponsored by Helen Ross Mcnabb Center, Inc. · Tennessee · Healthcare & Social Assistance

$69M in assets, 1,143 participants

Helen Ross Mcnabb Center, Inc.'s Helen Ross Mcnabb Center, Inc., Retirement Plan reported $69M in total assets and 1,143 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,949 in Healthcare & Social Assistance (17,684 peers)

Where Helen Ross Mcnabb Center, Inc., Retirement Plan sits by assets

Helen Ross Mcnabb Center, Inc., Retirement Plan sits in the top quartile of all filed plans by assets, $69M for 1,143 participants (~$60,357/participant), up 20.8% in 2023.

#15,949
in Healthcare & Social Assistance (17,684 peers)
+20.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Helen Ross Mcnabb Center, Inc., Retirement Plan's outsized position by total assets

Helen Ross Mcnabb Center, Inc., Retirement Plan vs every filed plan by assets

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

$68,988,537 Top 12% higher than 88% 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

Helen Ross Mcnabb Center, Inc., 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. Helen Ross Mcnabb Center, Inc., Retirement Plan lands in the large band (1,143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Helen Ross Mcnabb Center, Inc., Retirement Plan reported net income rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Helen Ross Mcnabb Center, Inc., Retirement Plan end-of-year assets rose from $57M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Helen Ross Mcnabb Center, Inc., Retirement Plan reported participants rose from 1,024 in the plan year 2022 filing to 1,143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620548914 · Helen Ross Mcnabb Center, Inc. PY 2023 · Other

Helen Ross Mcnabb Center, Inc., Retirement Plan · $69M · 1,143 · 88th

  • RANK $69M
  • PHOTO 1,143
  • IND 88th
  • EOY Other
  • 5500 near Focus on the Family 403(b) Plan
  • ASSETS ind #15949

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 →

Helen Ross Mcnabb Center, Inc., Retirement Plan in the asset neighbourhood

The Auburn Community Hospital Retirement Savings PlanThe Auburn Community Hospita…$69MCollege of the Ozarks Defined Contribution Retirement PlanCollege of the Ozarks Define…$69MFocus on the Family 403(b) PlanFocus on the Family 403(b) P…$69MHelen Ross Mcnabb Center, Inc., Retirement PlanHelen Ross Mcnabb Center, In…$69MThe Bishop's School 403(b) PlanThe Bishop's School 403(b) P…$69M
End-of-year total assets ($M) among Helen Ross Mcnabb Center, Inc., Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$69M
Net Income$12M
Employer EIN620548914
Plan Effective Date1975-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helen Ross Mcnabb Center, Inc.)

Sponsor-wide plan assets over time

All Helen Ross Mcnabb Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 34.46712005039465% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.1M $76.8M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 1,024 $57M
2023 1 1,143 $69M
2024 1 1,139 $77M

Nearby Other Plans in Tennessee

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

Helen Ross Mcnabb Center, Inc., Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Helen Ross Mcnabb Center, Inc., Retirement Plan, Total assets ($B): 0.068988537 · Participants: 1143Helen Ross Mcnabb Center, Inc., Retirement 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
Helen Ross Mcnabb Center, Inc., Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Helen Ross Mcnabb Center, Inc., Retirement Plan side-by-side with 3 peers →

Helen Ross Mcnabb Center, Inc., Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Focus on the Family 403(b) Plan in CO ($69M); by covered participants it is The Metropolitan Museum of Art 403(b) Matching Plan for Non-Union Employees in NY (1,141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,143 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 Helen Ross Mcnabb Center, Inc., Retirement Plan assets move in 2023? ▼
Helen Ross Mcnabb Center, Inc., Retirement Plan grew sharply - up 20.8% during 2023, from $57M to $69M. Reported net income was $12M.
How have Helen Ross Mcnabb Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Helen Ross Mcnabb Center, Inc.'s sponsor-wide assets grew 34.5%, from $57M to $77M.
Where does Helen Ross Mcnabb Center, Inc., Retirement Plan rank by assets among Form 5500 filers? ▼
Helen Ross Mcnabb Center, Inc., Retirement Plan ranks in the 88th 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 Helen Ross Mcnabb Center, Inc., Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Focus on the Family 403(b) Plan in CO ($69M, 713 participants).
Which Other plans cover a similar participant headcount to Helen Ross Mcnabb Center, Inc., Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Metropolitan Museum of Art 403(b) Matching Plan for Non-Union Employees in NY (1,141 participants, $163M 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 620548914.

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.