401(k) · DOL Form 5500 · 2024

Twelvestone Health Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
267
Participants Below avg headcount
57th
Percentile by assets National rank
$40,153
Avg per participant Low balance/head
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Official DOL plan name: Twelvestone Health Partners, Inc. 401(k) Plan · Sponsored by Twelvestone Health Partners, Inc. · Tennessee · Retail Trade

$11M in assets, 267 participants

Twelvestone Health Partners, Inc.'s Twelvestone Health Partners, Inc. 401(k) Plan reported $11M in total assets and 267 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,472 in Retail Trade (8,048 peers)

Coverage in Tennessee

Twelvestone Health Partners, Inc. 401(k) Plan covers 267 participants in Tennessee, about 24% of the average Tennessee filer (state average ~1,126 per filing). Assets: $11M.

#5,472
in Retail Trade (8,048 peers)
+27.1%
assets growth YoY

Twelvestone Health Partners, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Twelvestone Health Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$10,720,972 Top 43% higher than 57% 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

Twelvestone Health Partners, Inc. 401(k) 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. Twelvestone Health Partners, Inc. 401(k) Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Twelvestone Health Partners, Inc. 401(k) Plan reported participants rose from 184 in the plan year 2023 filing to 267 in the plan year 2024 filing.
  • Twelvestone Health Partners, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 621789941 · Twelvestone Health Partners, Inc. PY 2024 · 401(k)

Twelvestone Health Partners, Inc. 401(k) Plan · $11M · 267 · 57th

  • ASSETS $11M
  • ASSETS 267
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near Fungi Perfecti, LLC 401(k) Profit Sharing Plan
  • ASSETS ind #5472

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 Retail Trade retirement plans → · Plans in Tennessee →

Twelvestone Health Partners, Inc. 401(k) Plan in the asset neighbourhood

Twelvestone Health Partners, Inc. 401(k) PlanTwelvestone Health Partners,…$11MFungi Perfecti, LLC 401(k) Profit Sharing PlanFungi Perfecti, LLC 401(k) P…$11M2nd Swing Golf 401(k) Plan$11MAdvanced Orthopaedic Centers 401(k) Profit Sharing PlanAdvanced Orthopaedic Centers…$11MAltaone Federal Credit Union 401(k) PlanAltaone Federal Credit Union…$11M
End-of-year total assets ($M) among Twelvestone Health Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN621789941
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Twelvestone Health Partners, Inc.)

Sponsor-wide plan assets over time

All Twelvestone Health Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 71.90301187819082% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.24M $10.7M ▲ +71.8%
Year Plans Participants Total Assets
2022 1 150 $6M
2023 1 184 $8M
2024 1 267 $11M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Twelvestone Health Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Twelvestone Health Partners, Inc. 401(k) Plan, Total assets ($B): 0.010720972 · Participants: 267Twelvestone Health Partners, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Twelvestone Health Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Twelvestone Health Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Twelvestone Health Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Fungi Perfecti, LLC 401(k) Profit Sharing Plan in WA ($11M); by covered participants it is Envirovac Holdings 401(k) Savings Plan in GA (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Twelvestone Health Partners, Inc. 401(k) Plan assets move in 2024? ▼
Twelvestone Health Partners, Inc. 401(k) Plan grew sharply - up 27.1% during 2024, from $8M to $11M. Reported net income was $2M.
How have Twelvestone Health Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twelvestone Health Partners, Inc.'s sponsor-wide assets grew 71.9%, from $6M to $11M.
Which 401(k) plans are similar in size to Twelvestone Health Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fungi Perfecti, LLC 401(k) Profit Sharing Plan in WA ($11M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Twelvestone Health Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Envirovac Holdings 401(k) Savings Plan in GA (267 participants, $5M 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 621789941.

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.