ESOP · DOL Form 5500 · 2024
National Health Corporation ESOP
Data updated 2026-07-24
- $168M
- Total assets
- 1,385
- Participants
- 94th
- Percentile by assets
- $121,521
- Avg per participant
Official DOL plan name: National Health Corp Leveraged Employee Stock Ownership Plan · Sponsored by National Health Corporation · Tennessee · Healthcare & Social Assistance
$168M in assets, 1,385 participants
National Health Corporation's National Health Corp Leveraged Employee Stock Ownership Plan reported $168M in total assets and 1,385 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 116,472 plans)
Where National Health Corp Leveraged Employee Stock Ownership Plan sits by assets
National Health Corp Leveraged Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $168M for 1,385 participants (~$121,521/participant), up 16.6% in 2024.
- $168M
- total plan assets (2024 EOY)
- 1,385
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $121,521
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National Health Corp Leveraged Employee Stock Ownership Plan reported net income fell from $53M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- National Health Corp Leveraged Employee Stock Ownership Plan end-of-year assets rose from $144M in the plan year 2023 filing to $168M in the plan year 2024 filing.
- National Health Corp Leveraged Employee Stock Ownership Plan reported participants fell from 1,470 in the plan year 2023 filing to 1,385 in the plan year 2024 filing.
National Health Corp Leveraged Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, National Health Corp Leveraged Employee Stock Ownership Plan outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | $24M |
| Employer EIN | 621294263 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Health Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,994 | $308M |
| 2023 | 2 | 15,364 | $411M |
| 2024 | 2 | 16,819 | $494M |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
National Health Corp Leveraged Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $470M · 403
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $247M · 201
- 3ls, Inc. Employee Stock Ownership Plan $143M · 515
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $116M · 507
- The Chase Construction Group Employee Stock Ownership Plan $93M · 72
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to National Health Corp Leveraged Employee Stock Ownership Plan by total assets, not by location.
- Superior Electric Great Lakes Company Employee Stock Ownership Plan (MI) $168M · 134
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan (KY) $167M · 1,107
- Technology Service Corporation Employee Stock Ownership Plan (VA) $170M · 608
- Electronic Theatre Controls, Inc. Employee Stock Ownership Plan (WI) $170M · 986
Frequently Asked Questions
How did National Health Corp Leveraged Employee Stock Ownership Plan assets move in 2024? ▼
How have National Health Corporation plan assets changed over time? ▼
Where does National Health Corp Leveraged Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to National Health Corp Leveraged Employee Stock Ownership Plan? ▼
Next read for National Health Corp Leveraged Employee …
Scale reading
Ways to act on National Health Corp Leveraged Employee Stock Ownership Plan's numbers.
- By total assets, National Health Corp Leveraged Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
- National Health Corporation's sponsor-wide assets have grown 60.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 621294263.
Read our methodology - how this data is sourced, computed, and verified.