Other · DOL Form 5500 · 2024
Methodist Medical Center of Oak Ridge Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 635
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $88,597
- Avg per participant Below avg balance/head
Official DOL plan name: Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees · Sponsored by Methodist Medical Center of Oak Ridge · Tennessee · Healthcare & Social Assistance
$56M in assets, 635 participants
Methodist Medical Center of Oak Ridge's Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees reported $56M in total assets and 635 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #14,808 in Healthcare & Social Assistance (16,916 peers)
Where Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees sits by assets
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees sits in the top quartile of all filed plans by assets, $56M for 635 participants (~$88,597/participant), up 8.3% in 2024.
- #14,808
- in Healthcare & Social Assistance (16,916 peers)
- +8.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees's outsized position by total assets
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$56,259,035 Top 15% higher than 85% 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
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees 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. Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees sits mid-pack in the medium band (635 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees end-of-year assets rose from $52M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees reported participants fell from 642 in the plan year 2023 filing to 635 in the plan year 2024 filing.
DOL schedule card
Filing strip 620636239 · Methodist Medical Center of Oak Ridge PY 2024 · Other
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees · $56M · 635 · 85th
- BOY $56M
- SCH 635
- EBSA 85th
- PART Other
- TYPE near Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan
- NET ind #14808
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 →
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $4M |
| Employer EIN | 620636239 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Methodist Medical Center of Oak Ridge)
Sponsor-wide plan assets over time
All Methodist Medical Center of Oak Ridge plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 23.388668449158338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 632 | $46M |
| 2023 | 1 | 642 | $52M |
| 2024 | 1 | 635 | $56M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan in AZ ($56M); by covered participants it is Givens 403(b) Matching Retirement Plan in NC (635 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan (AZ) $56M · 1,276
- Colby-Sawyer College DC Retirement Plan (NH) $56M · 315
- Ringling College of Art and Design Retirement Plan (FL) $56M · 516
- The Solomon R. Guggenheim Foundation 403(b) Retirement Plan (NY) $56M · 493
Similar participant headcount
Nearest other-state filings by covered participants (635 participants); asset peers above are excluded.
- Givens 403(b) Matching Retirement Plan (NC) 635 · 0 off
- Community Healthcare Network 403(b) Plan (NY) 636 · 1 off
- Jackson Park Hospital 403(b) Retirement Program (IL) 637 · 2 off
- Ohio County Hospital Tax Deferred Annuity Retirement Plan (KY) 637 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.