Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Retirement Plan of Tennessee Rural Health Improvem

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Tennessee Rural Health Improvement Association · Tennessee · Finance & Insurance

What the 2023 filing shows

Retirement Plan of Tennessee Rural Health Improvem holds $81M for 134 participants — about $603,770 per participant, up 7.4% over the 2024 plan year.

$81M
total plan assets (2024 EOY)
134
covered participants
$603,770
avg assets per participant
+7.4%
assets growth YoY
Total Assets (2023)
$81M
Participants
134
State
Industry
Finance & Insurance

What the Filing Says About Retirement Plan of Tennessee Rural Health Improvem

Retirement Plan of Tennessee Rural Health Improvem is a Defined Benefit (Pension) retirement plan sponsored by Tennessee Rural Health Improvement Association, headquartered in Tennessee. As of the 2024 Form 5500 filing, the plan reports $81M in total end-of-year assets and covers 134 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 620450581, and the plan has been effective since 1963-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $75M at the beginning of 2024 to $81M at year-end — a gain of 7.4%. Net assets (after liabilities) closed the year at $81M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$75M
Total Assets (End of Year)$81M
Net Assets (End of Year)$81M
Net Income$6M
Plan TypeDefined Benefit (Pension)
Employer EIN620450581
Plan Effective Date1963-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tennessee Rural Health Improvement Association)

Year Plans Participants Total Assets
2022 2 240 $78M
2023 2 239 $86M
2024 2 263 $93M

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Retirement Plan of Tennessee Rural Health Improvem?
As of the 2024 Form 5500 filing, Retirement Plan of Tennessee Rural Health Improvem holds $81M in total assets with 134 participants. It is sponsored by Tennessee Rural Health Improvement Association.
What type of plan is Retirement Plan of Tennessee Rural Health Improvem?
Retirement Plan of Tennessee Rural Health Improvem is a Defined Benefit (Pension) plan. It has been effective since 1963-10-01. The plan is filed with the U.S. Department of Labor under EIN 620450581.
Who sponsors the Retirement Plan of Tennessee Rural Health Improvem?
Retirement Plan of Tennessee Rural Health Improvem is sponsored by Tennessee Rural Health Improvement Association, located in Tennessee. The sponsor's EIN is 620450581 and the plan operates in the Finance & Insurance industry.
How did Retirement Plan of Tennessee Rural Health Improvem perform in 2024?
Retirement Plan of Tennessee Rural Health Improvem grew by 7.4% during 2024, moving from $75M to $81M in total assets. Net income was $6M.
Where can I find official filings for Retirement Plan of Tennessee Rural Health Improvem?
Official Form 5500 filings for Retirement Plan of Tennessee Rural Health Improvem are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620450581 or plan name at efast.dol.gov.
How does Retirement Plan of Tennessee Rural Health Improvem compare to other plans?
You can compare Retirement Plan of Tennessee Rural Health Improvem against other Defined Benefit (Pension) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 620450581.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.