401(k) · DOL Form 5500 · 2023

Ballad Health 401(k) Plan

Data updated 2026-08-25

$114M
Total assets Near avg plan size
950
Participants Near avg headcount
92nd
Percentile by assets National rank
$119,855
Avg per participant Near avg balance/head
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Official DOL plan name: Ballad Health 401(k) Plan · Sponsored by Ballad Health · Tennessee · Healthcare & Social Assistance

$114M in assets, 950 participants

Ballad Health's Ballad Health 401(k) Plan reported $114M in total assets and 950 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,464 in Healthcare & Social Assistance (17,684 peers)

Where Ballad Health 401(k) Plan sits by assets

Ballad Health 401(k) Plan sits in the top 10% of all filed plans by assets, $114M for 950 participants (~$119,855/participant), up 10.2% in 2023.

#16,464
in Healthcare & Social Assistance (17,684 peers)
+10.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Ballad Health 401(k) Plan's outsized position by total assets

Ballad Health 401(k) Plan vs every filed plan by assets

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

$113,861,821 Top 8% higher than 92% 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

Ballad Health 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ballad Health 401(k) Plan sits mid-pack in the medium band (950 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ballad Health 401(k) Plan reported net income rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ballad Health 401(k) Plan end-of-year assets rose from $103M in the plan year 2022 filing to $114M in the plan year 2023 filing.
  • Ballad Health 401(k) Plan reported participants rose from 916 in the plan year 2022 filing to 950 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611771290 · Ballad Health PY 2023 · 401(k)

Ballad Health 401(k) Plan · $114M · 950 · 92nd

  • VS-ST $114M
  • BOY 950
  • SCH 92nd
  • EBSA 401(k)
  • PART near Unigroup, C.a. Resources for Employees' Leisure Years Plan
  • TYPE ind #16464

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 →

Ballad Health 401(k) Plan in the asset neighbourhood

Oatey Co. Profit Sharing Retirement Trust and Savings Incentive PlanOatey Co. Profit Sharing Ret…$114MKaiser-Francis Oil Company Retirement Income PlanKaiser-Francis Oil Company R…$114MBallad Health 401(k) Plan$114MUnigroup, C.a. Resources for Employees' Leisure Years PlanUnigroup, C.a. Resources for…$114MTms International Corporation Salaried Employees 401(k) & PspTms International Corporatio…$114M
End-of-year total assets ($M) among Ballad Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$114M
Net Income$11M
Employer EIN611771290
Plan Effective Date1998-11-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballad Health)

Sponsor-wide plan assets over time

All Ballad Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 24.009065784843845% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.08B $1.34B ▲ +24.1%
Year Plans Participants Total Assets
2022 3 18,330 $1.1B
2023 3 18,139 $1.2B
2024 3 18,077 $1.3B

Nearby 401(k) Plans in Tennessee

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

Ballad Health 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Ballad Health 401(k) Plan, Total assets ($B): 0.113861821 · Participants: 950Ballad Health 401(k) 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
Ballad Health 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ballad Health 401(k) Plan side-by-side with 3 peers →

Ballad Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Unigroup, C.a. Resources for Employees' Leisure Years Plan in MO ($114M); by covered participants it is Roy Jorgensen Associates, Inc. Retirement Plan in MD (950 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (950 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 Ballad Health 401(k) Plan assets move in 2023? ▼
Ballad Health 401(k) Plan grew at a solid clip - up 10.2% during 2023, from $103M to $114M. Reported net income was $11M.
How have Ballad Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballad Health's sponsor-wide assets grew 24.0%, from $1.1B to $1.3B.
Where does Ballad Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Ballad Health 401(k) Plan ranks in the 92nd 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 Ballad Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unigroup, C.a. Resources for Employees' Leisure Years Plan in MO ($114M, 716 participants).
Which 401(k) plans cover a similar participant headcount to Ballad Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roy Jorgensen Associates, Inc. Retirement Plan in MD (950 participants, $32M 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 611771290.

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.