401(k) · DOL Form 5500 · 2023

Conrad/Pearson Clinic, P.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
108
Participants Small participant base
41st
Percentile by assets National rank
$38,186
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan · Sponsored by Conrad/Pearson Clinic, P.C. · Tennessee · Healthcare & Social Assistance

$4M in assets, 108 participants

Conrad/Pearson Clinic, P.C.'s Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan reported $4M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,728 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan covers 108 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $4M.

#7,728
in Healthcare & Social Assistance (17,684 peers)
-73.3%
assets change YoY

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,124,080 41st percentile higher than 41% 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

Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing 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. Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan reported net income fell from -$990K in the plan year 2022 filing to -$11M in the plan year 2023 filing.
  • Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan end-of-year assets fell from $15M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan reported participants rose from 93 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621634103 · Conrad/Pearson Clinic, P.C. PY 2023 · 401(k)

Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan · $4M · 108 · 41st

  • NET $4M
  • BOOK 108
  • VS-ST 41st
  • BOY 401(k)
  • SCH near Ascent Solutions 401(k) Plan
  • EBSA ind #7728

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 →

Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan in the asset neighbourhood

Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing PlanConrad/Pearson Clinic, P. C.…$4MAscent Solutions 401(k) Plan$4MPathology Associates of Silver Spring, LLC 401(k) Profit Sharing PlanPathology Associates of Silv…$4MGci Residential Inc 401(k) Profit Sharing Plan and TrustGci Residential Inc 401(k) P…$4MThe Timken Cone Drive Savings and Investment Retirement Plan for Bargainining AssociatesThe Timken Cone Drive Saving…$4M
End-of-year total assets ($M) among Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$4M
Net Income-$11M
Employer EIN621634103
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conrad/Pearson Clinic, P.C.)

Sponsor-wide plan assets over time

All Conrad/Pearson Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 73.30661803093913% vs 2022
2023 filing year
$0M$5M$10M$15M$20M 20222023 $15.5M $4.12M ▼ -73.3%
Year Plans Participants Total Assets
2022 1 93 $15M
2023 1 108 $4M

Nearby 401(k) Plans in Tennessee

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

Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan, Total assets ($B): 0.00412408 · Participants: 108Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing 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
Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Ascent Solutions 401(k) Plan in MN ($4M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan contracted severely - down 73.3% during 2023, from $15M to $4M. Reported net income was -$11M.
How have Conrad/Pearson Clinic, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Conrad/Pearson Clinic, P.C.'s sponsor-wide assets declined 73.3%, from $15M to $4M.
Which 401(k) plans are similar in size to Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ascent Solutions 401(k) Plan in MN ($4M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Conrad/Pearson Clinic, P. C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 621634103.

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.