401(k) · DOL Form 5500 · 2024
Journey Health Foundation 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $2.1M
- Avg per participant High balance/head
Official DOL plan name: Journey Health Foundation, Inc. 403(b) Thrift Plan · Sponsored by Journey Health Foundation · Tennessee · Healthcare & Social Assistance
$8M in assets, 4 participants
Journey Health Foundation's Journey Health Foundation, Inc. 403(b) Thrift Plan reported $8M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #9,588 in Healthcare & Social Assistance (16,916 peers)
Journey Health Foundation multi-year trail
Journey Health Foundation's plans moved -17.7% in assets from 2022 to 2024; this filing shows Journey Health Foundation, Inc. 403(b) Thrift Plan at $8M / 4 participants.
- #9,588
- in Healthcare & Social Assistance (16,916 peers)
- -7.4%
- assets change YoY
The plan reported a net loss of $655K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Journey Health Foundation, Inc. 403(b) Thrift Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Journey Health Foundation, Inc. 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,234,364 Top 48% higher than 52% 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
Journey Health Foundation, Inc. 403(b) Thrift Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Journey Health Foundation, Inc. 403(b) Thrift Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Journey Health Foundation, Inc. 403(b) Thrift Plan reported participants rose from 1 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Journey Health Foundation, Inc. 403(b) Thrift Plan reported net income rose from -$1M in the plan year 2023 filing to -$655K in the plan year 2024 filing.
- Journey Health Foundation, Inc. 403(b) Thrift Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 581426458 · Journey Health Foundation PY 2024 · 401(k)
Journey Health Foundation, Inc. 403(b) Thrift Plan · $8M · 4 · 52nd
- IND $8M
- EOY 4
- 5500 52nd
- ASSETS 401(k)
- PCT near Steppenwolf Theatre Company 401(k) Plan
- EIN ind #9588
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 →
Journey Health Foundation, Inc. 403(b) Thrift Plan in the asset neighbourhood
Journey Health Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Journey Health Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 17.681779866377262% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $10M |
| 2023 | 1 | 1 | $9M |
| 2024 | 1 | 4 | $8M |
Journey Health Foundation filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$655K |
| Employer EIN | 581426458 |
| Plan Effective Date | 1990-08-01 |
| Filing Status | FILING RECEIVED |
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
Journey Health Foundation, Inc. 403(b) Thrift Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Steppenwolf Theatre Company 401(k) Plan in IL ($8M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Steppenwolf Theatre Company 401(k) Plan (IL) $8M · 1,376
- Fomas, Inc. 401(k) Plan (SC) $8M · 108
- Hemar, Rousso & Heald, LLP 401(k) Plan (CA) $8M · 34
- Idaho Falls Community Hospital 401(k) Plan (ID) $8M · 465
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.