401(k) · DOL Form 5500 · 2024
Ushv Management, LLC 401(k) Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 601
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $167,243
- Avg per participant Above avg balance/head
Official DOL plan name: Ushv Employee Savings Plan · Sponsored by Ushv Management, LLC · Tennessee · Healthcare & Social Assistance
$101M in assets, 601 participants
Ushv Management, LLC's Ushv Employee Savings Plan reported $101M in total assets and 601 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,497 in Healthcare & Social Assistance (16,916 peers)
Where Ushv Employee Savings Plan sits by assets
Ushv Employee Savings Plan sits in the top 10% of all filed plans by assets, $101M for 601 participants (~$167,243/participant), up 103.0% in 2024.
- #15,497
- in Healthcare & Social Assistance (16,916 peers)
- +103.0%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Ushv Employee Savings Plan's outsized position by total assets
Ushv Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$100,513,207 Top 10% higher than 90% 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
Ushv Employee Savings 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. Ushv Employee Savings Plan sits mid-pack in the medium band (601 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ushv Employee Savings Plan end-of-year assets rose from $50M in the plan year 2023 filing to $101M in the plan year 2024 filing.
- Ushv Employee Savings Plan reported participants rose from 477 in the plan year 2023 filing to 601 in the plan year 2024 filing.
- Ushv Employee Savings Plan reported net income fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.
DOL schedule card
Filing strip 874006946 · Ushv Management, LLC PY 2024 · 401(k)
Ushv Employee Savings Plan · $101M · 601 · 90th
- VS-ST $101M
- BOY 601
- SCH 90th
- EBSA 401(k)
- PART near Efco Contribution & 401(k) Plan
- TYPE ind #15497
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 →
Ushv Employee Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $9M |
| Employer EIN | 874006946 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ushv Management, LLC)
Sponsor-wide plan assets over time
All Ushv Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 102.95049018117241% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 477 | $50M |
| 2024 | 1 | 601 | $101M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Ushv Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Efco Contribution & 401(k) Plan in IA ($101M); by covered participants it is Insulation Distributors, Inc. 401(k) Plan in MN (601 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Efco Contribution & 401(k) Plan (IA) $101M · 711
- Hellermanntyton Corporation 401(k) Retirement and Profit Sharing Plan (WI) $101M · 801
- Mfa 401(k) Plan (NJ) $101M · 7,625
- Freepoint Commodities LLC 401(k) Plan (CT) $100M · 377
Similar participant headcount
Nearest other-state filings by covered participants (601 participants); asset peers above are excluded.
- Insulation Distributors, Inc. 401(k) Plan (MN) 601 · 0 off
- Planesense, Inc. 401(k) Plan (NH) 601 · 0 off
- Brown Jordan Inc. 401(k) Plan (FL) 601 · 0 off
- Th Plastics 401(k) Profit Sharing Plan (MI) 601 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.