Other · DOL Form 5500 · 2024

Knoxville Hospital and Clinics Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
315
Participants Below avg headcount
67th
Percentile by assets National rank
$55,039
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Knoxville Hospital and Clinics Tax Sheltered Annuity Plan · Sponsored by Knoxville Hospital and Clinics · Iowa · Healthcare & Social Assistance

$17M in assets, 315 participants

Knoxville Hospital and Clinics's Knoxville Hospital and Clinics Tax Sheltered Annuity Plan reported $17M in total assets and 315 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,219 in Healthcare & Social Assistance (16,916 peers)

Knoxville Hospital and Clinics multi-year trail

Knoxville Hospital and Clinics's plans moved +46.4% in assets from 2022 to 2024; this filing shows Knoxville Hospital and Clinics Tax Sheltered Annuity Plan at $17M / 315 participants.

#12,219
in Healthcare & Social Assistance (16,916 peers)
+20.1%
assets growth YoY

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan's outsized position by total assets

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,337,418 Top 33% higher than 67% of 123,620 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 2024

Knoxville Hospital and Clinics Tax Sheltered Annuity 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. Knoxville Hospital and Clinics Tax Sheltered Annuity Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Knoxville Hospital and Clinics Tax Sheltered Annuity Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Knoxville Hospital and Clinics Tax Sheltered Annuity Plan reported participants rose from 271 in the plan year 2023 filing to 315 in the plan year 2024 filing.
  • Knoxville Hospital and Clinics Tax Sheltered Annuity Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421087612 · Knoxville Hospital and Clinics PY 2024 · Other

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan · $17M · 315 · 67th

  • BOOK $17M
  • BOOK 315
  • BOOK 67th
  • BOOK Other
  • BOOK near Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan
  • BOOK ind #12219

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 Iowa →

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan in the asset neighbourhood

Knoxville Hospital and Clinics Tax Sheltered Annuity PlanKnoxville Hospital and Clini…$17MAdvance Care Alliance of New York Inc. 403(b) PlanAdvance Care Alliance of New…$17MForum School Defined Contribution Retirement PlanForum School Defined Contrib…$17MLake Ridge Academy Tax Deferred Annuity and Defined Contribution PlanLake Ridge Academy Tax Defer…$17MProvidence Medical Center Tax Deferred Annuity PlanProvidence Medical Center Ta…$17M
End-of-year total assets ($M) among Knoxville Hospital and Clinics Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Knoxville Hospital and Clinics multi-year asset trail

Sponsor-wide plan assets over time

All Knoxville Hospital and Clinics plans reported in each filing year

Latest sponsor-wide plan assets
$17M 46.445119247224184% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $17.3M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 254 $12M
2023 1 271 $14M
2024 1 315 $17M

Knoxville Hospital and Clinics filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN421087612
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Iowa

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

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -2000200400600800 Total assets ($M) Participants Knoxville Hospital and Clinics Tax Sheltered Annuity Plan, Total assets ($M): 17.337418 · Participants: 315Knoxville Hospital and Clinics Tax Sheltered Annuity PlanIaicu Multiple Employer Plan, Total assets ($M): 621.446067 · Participants: 2554Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 393.195075 · Participants: 913Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 374.409137 · Participants: 841Grinnell College Employees Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 297.09718 · Participants: 1285Drake University Mandatory Tax-Deferred Annuity Retirement PlanSt. Ambrose University Defined Contribution Plan, Total assets ($M): 122.538073 · Participants: 698St. Ambrose University Defined Contribution Plan
Knoxville Hospital and Clinics Tax Sheltered Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants

Knoxville Hospital and Clinics Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan in OH ($17M); by covered participants it is Colby-Sawyer College DC Retirement Plan in NH (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Knoxville Hospital and Clinics Tax Sheltered Annuity Plan assets move in 2024?
Knoxville Hospital and Clinics Tax Sheltered Annuity Plan grew sharply - up 20.1% during 2024, from $14M to $17M. Reported net income was $3M.
How have Knoxville Hospital and Clinics plan assets changed over time?
Across 3 plan years on file (2022-2024), Knoxville Hospital and Clinics's sponsor-wide assets grew 46.4%, from $12M to $17M.
Which Other plans are similar in size to Knoxville Hospital and Clinics Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by assets is Lake Ridge Academy Tax Deferred Annuity and Defined Contribution Plan in OH ($17M, 74 participants).
Which Other plans cover a similar participant headcount to Knoxville Hospital and Clinics Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by covered participants is Colby-Sawyer College DC Retirement Plan in NH (315 participants, $56M in assets).