Other · DOL Form 5500 · 2024

Bone and Joint Institute of Tennessee Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
280
Participants Below avg headcount
54th
Percentile by assets National rank
$32,554
Avg per participant Low balance/head
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Official DOL plan name: Bone and Joint Institute of Tennessee 403b Plan · Sponsored by Bone and Joint Institute of Tennessee Inc. · Tennessee · Healthcare & Social Assistance

$9M in assets, 280 participants

Bone and Joint Institute of Tennessee Inc.'s Bone and Joint Institute of Tennessee 403b Plan reported $9M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #9,980 in Healthcare & Social Assistance (16,916 peers)

Coverage in Tennessee

Bone and Joint Institute of Tennessee 403b Plan covers 280 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#9,980
in Healthcare & Social Assistance (16,916 peers)
+31.5%
assets growth YoY

Bone and Joint Institute of Tennessee 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bone and Joint Institute of Tennessee 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,115,210 Top 46% higher than 54% of 123,620 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 2024

Bone and Joint Institute of Tennessee 403b 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. Bone and Joint Institute of Tennessee 403b Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bone and Joint Institute of Tennessee 403b Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Bone and Joint Institute of Tennessee 403b Plan reported participants rose from 253 in the plan year 2023 filing to 280 in the plan year 2024 filing.
  • Bone and Joint Institute of Tennessee 403b Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 822418202 · Bone and Joint Institute of Tennessee Inc. PY 2024 · Other

Bone and Joint Institute of Tennessee 403b Plan · $9M · 280 · 54th

  • ASSETS $9M
  • ASSETS 280
  • ASSETS 54th
  • ASSETS Other
  • ASSETS near 403(b) Thrift Plan for Employees of Girl Scouts of Northeast Texas
  • ASSETS ind #9980

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 →

Bone and Joint Institute of Tennessee 403b Plan in the asset neighbourhood

Bread for the City, Inc. 403(b) PlanBread for the City, Inc. 403…$9MBone and Joint Institute of Tennessee 403b PlanBone and Joint Institute of …$9M403(b) Thrift Plan for Employees of Girl Scouts of Northeast Texas403(b) Thrift Plan for Emplo…$9MNotre Dame Health Care Center, Inc. 403(b) Savings PlanNotre Dame Health Care Cente…$9MCarolina Village, Inc. Tax Sheltered Annuity PlanCarolina Village, Inc. Tax S…$9M
End-of-year total assets ($M) among Bone and Joint Institute of Tennessee 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN822418202
Plan Effective Date2018-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bone and Joint Institute of Tennessee Inc.)

Sponsor-wide plan assets over time

All Bone and Joint Institute of Tennessee Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 85.65387867131507% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.91M $9.12M ▲ +85.7%
Year Plans Participants Total Assets
2022 1 233 $5M
2023 1 253 $7M
2024 1 280 $9M

Nearby Other Plans in Tennessee

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

Bone and Joint Institute of Tennessee 403b Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bone and Joint Institute of Tennessee 403b Plan, Total assets ($B): 0.00911521 · Participants: 280Bone and Joint Institute of Tennessee 403b PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.7144704 · Participants: 31810Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.506327745 · Participants: 7926Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.307808572 · Participants: 6588St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.731254873 · Participants: 12134Ballad Health 403(b) PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.445900164 · Participants: 5578Dialysis Clinic, Inc. Thrift Plan
Bone and Joint Institute of Tennessee 403b Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Bone and Joint Institute of Tennessee 403b Plan side-by-side with 3 peers →

Bone and Joint Institute of Tennessee 403b Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is 403(b) Thrift Plan for Employees of Girl Scouts of Northeast Texas in TX ($9M); by covered participants it is Chinatown Service Center 403(b) in CA (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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.

Frequently Asked Questions

How did Bone and Joint Institute of Tennessee 403b Plan assets move in 2024? ▼
Bone and Joint Institute of Tennessee 403b Plan surged - up 31.5% during 2024, from $7M to $9M. Reported net income was $2M.
How have Bone and Joint Institute of Tennessee Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bone and Joint Institute of Tennessee Inc.'s sponsor-wide assets grew 85.7%, from $5M to $9M.
Which Other plans are similar in size to Bone and Joint Institute of Tennessee 403b Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Girl Scouts of Northeast Texas in TX ($9M, 185 participants).
Which Other plans cover a similar participant headcount to Bone and Joint Institute of Tennessee 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Chinatown Service Center 403(b) in CA (280 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822418202.

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.