Defined Benefit (Pension) · DOL Form 5500 · 2024
Zhealth, LLC Pension Plan
Data updated 2026-08-25
- $191K
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $17,405
- Avg per participant Low balance/head
Official DOL plan name: Zhealth, LLC Cash Balance Plan · Sponsored by Zhealth, LLC · Tennessee · Professional & Technical Services
$191K in assets, 11 participants
Zhealth, LLC's Zhealth, LLC Cash Balance Plan reported $191K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #1,643 in Professional & Technical Services (20,173 peers)
2024 asset change
Zhealth, LLC Cash Balance Plan declined sharply 16.8% in 2024 ($230K → $191K) for 11 participants.
- #1,643
- in Professional & Technical Services (20,173 peers)
- -16.8%
- assets change YoY
The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zhealth, LLC Cash Balance Plan among the smaller filed plans by assets
Zhealth, LLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$191,459 10th percentile higher than 10% 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
Zhealth, LLC Cash Balance Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zhealth, LLC Cash Balance Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zhealth, LLC Cash Balance Plan reported net income rose from -$493K in the plan year 2023 filing to -$39K in the plan year 2024 filing.
- Zhealth, LLC Cash Balance Plan end-of-year assets fell from $230K in the plan year 2023 filing to $191K in the plan year 2024 filing.
DOL schedule card
Filing strip 621838821 · Zhealth, LLC PY 2024 · Defined Benefit (Pension)
Zhealth, LLC Cash Balance Plan · $191K · 11 · 10th
- PART $191K
- TYPE 11
- NET 10th
- BOOK Defined Benefit (Pension)
- VS-ST near Retirement & Pension Plan of Mriglobal (Plan I)
- BOY ind #1643
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Zhealth, LLC Cash Balance Plan in the asset neighbourhood
Zhealth, LLC years around the 2024 move
Sponsor-wide plan assets over time
All Zhealth, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 9.907471077085185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 25 | $6M |
| 2023 | 2 | 23 | $5M |
| 2024 | 2 | 26 | $6M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $230K |
|---|---|
| Net Assets (End of Year) | $191K |
| Net Income | -$39K |
| Employer EIN | 621838821 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.9B · 125,941
- Retirement Plan of International Paper Company $8.2B · 20,795
- Pace Industry Union-Management Pension Fund $2.8B · 3,134
- Pension Plan for Employees at Ornl $2.4B · 6,357
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,516
Zhealth, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Retirement & Pension Plan of Mriglobal (Plan I) in MO ($191K); by covered participants it is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($191K here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Dougherty Dental Corporation Defined Benefit Pension Plan (CA) 11 · 0 off
- Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan (CA) 11 · 0 off
- The Shoulder Clinic of Idaho, PLLC Cash Balance Plan (ID) 11 · 0 off
- Altura Communication Solutions Pension Plan for Certain Union Represented Employees (OK) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.