401(k) · DOL Form 5500 · 2024
Shearwater Health 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 652
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $15,061
- Avg per participant Low balance/head
Official DOL plan name: Shearwater Health 401(k) Plan · Sponsored by Shearwater Health · Tennessee · Healthcare & Social Assistance
$10M in assets, 652 participants
Shearwater Health's Shearwater Health 401(k) Plan reported $10M in total assets and 652 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,288 in Healthcare & Social Assistance (16,916 peers)
Shearwater Health multi-year trail
Shearwater Health's plans moved +219.5% in assets from 2022 to 2024; this filing shows Shearwater Health 401(k) Plan at $10M / 652 participants.
- #10,288
- in Healthcare & Social Assistance (16,916 peers)
- +52.2%
- assets growth YoY
Shearwater Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Shearwater Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,819,662 Top 45% higher than 55% 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
Shearwater Health 401(k) 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. Shearwater Health 401(k) Plan sits mid-pack in the medium band (652 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shearwater Health 401(k) Plan reported participants rose from 223 in the plan year 2023 filing to 652 in the plan year 2024 filing.
- Shearwater Health 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $10M in the plan year 2024 filing.
DOL schedule card
Filing strip 461581578 · Shearwater Health PY 2024 · 401(k)
Shearwater Health 401(k) Plan · $10M · 652 · 55th
- PART $10M
- TYPE 652
- NET 55th
- BOOK 401(k)
- VS-ST near National Constitution Center Retirement Savings Plan
- BOY ind #10288
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 →
Shearwater Health 401(k) Plan in the asset neighbourhood
Shearwater Health multi-year asset trail
Sponsor-wide plan assets over time
All Shearwater Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 219.5300078941597% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $3M |
| 2023 | 1 | 223 | $6M |
| 2024 | 1 | 652 | $10M |
Shearwater Health filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $3M |
| Employer EIN | 461581578 |
| Plan Effective Date | 2016-01-01 |
| 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
Shearwater Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is National Constitution Center Retirement Savings Plan in PA ($10M); by covered participants it is D. Shelly Group, Inc. 401(k) Retirement Savings Plan in CA (652 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- National Constitution Center Retirement Savings Plan (PA) $10M · 105
- Contruent LLC 401(k) Plan (IL) $10M · 50
- Dean & Fulkerson 401(k) Profit Sharing Plan (MI) $10M · 22
- Transaero 401(k) Plan (NY) $10M · 35
Similar participant headcount
Nearest other-state filings by covered participants (652 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.