401(k) · DOL Form 5500 · 2024
West Tennessee Bone & Joint Institute 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 216
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $180,864
- Avg per participant Above avg balance/head
Official DOL plan name: West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan · Sponsored by West Tennessee Bone & Joint Institute · Tennessee · Healthcare & Social Assistance
$39M in assets, 216 participants
West Tennessee Bone & Joint Institute's West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan reported $39M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,179 in Healthcare & Social Assistance (16,916 peers)
Coverage in Tennessee
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan covers 216 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $39M.
- #14,179
- in Healthcare & Social Assistance (16,916 peers)
- +18.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan's outsized position by total assets
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,066,604 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 620913372 · West Tennessee Bone & Joint Institute PY 2024 · 401(k)
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan · $39M · 216 · 81st
- NET $39M
- NET 216
- NET 81st
- NET 401(k)
- NET near Husch Blackwell LLP Associate 401(k) Plan
- NET ind #14179
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 →
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $6M |
| Employer EIN | 620913372 |
| Plan Effective Date | 1974-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Tennessee Bone & Joint Institute)
Sponsor-wide plan assets over time
All West Tennessee Bone & Joint Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 44.289530753442236% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $27M |
| 2023 | 1 | 215 | $33M |
| 2024 | 1 | 216 | $39M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Husch Blackwell LLP Associate 401(k) Plan in MO ($39M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Husch Blackwell LLP Associate 401(k) Plan (MO) $39M · 384
- Work & Co. 401(k) Plan (NY) $39M · 274
- Yellowstone Landscape, Inc. 401(k) Profit Sharing Plan (FL) $39M · 3,959
- Roland Berger LP 401(k) Savings Plan (MI) $39M · 219
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Garden of Life 401(k) Plan (FL) 216 · 0 off
- Indtai, Inc. 401(k) Plan (FL) 216 · 0 off
- Whalley Computer Associates, Inc. 401(k) Plan (MA) 216 · 0 off
- Harbor Health Team 401(k) Plan (TX) 216 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.