Other · DOL Form 5500 · 2023

Erlanger Health System Retirement Plan

Data updated 2026-08-25

$237M
Total assets Near avg plan size
6,763
Participants Above avg headcount
95th
Percentile by assets National rank
$35,038
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Erlanger Health 403(b) Retirement Savings Plan · Sponsored by Erlanger Health System · Tennessee · Healthcare & Social Assistance

$237M in assets, 6,763 participants

Erlanger Health System's Erlanger Health 403(b) Retirement Savings Plan reported $237M in total assets and 6,763 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,951 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Erlanger Health 403(b) Retirement Savings Plan covers 6,763 participants in Tennessee, 6.0x the typical Tennessee plan (state average ~1,126 per filing). Assets: $237M.

#16,951
in Healthcare & Social Assistance (17,684 peers)
$52M
reported net income
2.4×
vs typical plan assets (national mean)

Erlanger Health 403(b) Retirement Savings Plan's outsized position by total assets

Erlanger Health 403(b) Retirement Savings Plan vs every filed plan by assets

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

$236,963,285 Top 5% higher than 95% 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

Erlanger Health 403(b) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erlanger Health 403(b) Retirement Savings Plan lands in the large band (6,763 participants).

DOL schedule card

Filing strip 883616696 · Erlanger Health System PY 2023 · Other

Erlanger Health 403(b) Retirement Savings Plan · $237M · 6,763 · 95th

  • EOY $237M
  • EOY 6,763
  • EOY 95th
  • EOY Other
  • EOY near Brookings Savings and Retirement Plan
  • EOY ind #16951

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 →

Erlanger Health 403(b) Retirement Savings Plan in the asset neighbourhood

Public Broadcasting Service Defined Contribution Retirement PlanPublic Broadcasting Service …$238MOperating Engineers Local 520 Annuity PlanOperating Engineers Local 52…$238MIBEW Local No. 86 Annuity FundIBEW Local No. 86 Annuity Fu…$238MBrookings Savings and Retirement PlanBrookings Savings and Retire…$237MErlanger Health 403(b) Retirement Savings PlanErlanger Health 403(b) Retir…$237M
End-of-year total assets ($M) among Erlanger Health 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$237M
Net Income$52M
Employer EIN883616696
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

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

Erlanger Health 403(b) Retirement Savings Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 012345 Total assets ($B) Participants Erlanger Health 403(b) Retirement Savings Plan, Total assets ($B): 0.236963285 · Participants: 6763Erlanger Health 403(b) Retirement Savings PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
Erlanger Health 403(b) Retirement Savings Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Erlanger Health 403(b) Retirement Savings Plan side-by-side with 3 peers →

Erlanger Health 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Brookings Savings and Retirement Plan in DC ($237M); by covered participants it is Dana-Farber Cancer Institute Tax Deferred Annuity Plan in MA (6,758 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($237M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,763 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

Where does Erlanger Health 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Erlanger Health 403(b) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Erlanger Health 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Brookings Savings and Retirement Plan in DC ($237M, 479 participants).
Which Other plans cover a similar participant headcount to Erlanger Health 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Dana-Farber Cancer Institute Tax Deferred Annuity Plan in MA (6,758 participants, $735M 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 883616696.

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.