ESOP · DOL Form 5500 · 2024
National Health Corporation ESOP
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 1,385
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $121,521
- Avg per participant Near avg balance/head
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.
- #15,948 in Healthcare & Social Assistance (16,916 peers)
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.
- #15,948
- in Healthcare & Social Assistance (16,916 peers)
- +16.6%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
National Health Corp Leveraged Employee Stock Ownership Plan's outsized position by total assets
National Health Corp Leveraged Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$168,305,927 Top 6% higher than 94% 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
National Health Corp Leveraged Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Health Corp Leveraged Employee Stock Ownership Plan lands in the large band (1,385 participants).
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.
Published 5500 schedule card
Filing strip 621294263 · National Health Corporation PY 2024 · ESOP
National Health Corp Leveraged Employee Stock Ownership Plan · $168M · 1,385 · 94th
- SCH $168M
- SCH 1,385
- SCH 94th
- SCH ESOP
- SCH near Superior Electric Great Lakes Company Employee Stock Ownership Plan
- SCH ind #15948
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 What is an ESOP? → · Plans in Tennessee →
National Health Corp Leveraged Employee Stock Ownership Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All National Health Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $494M 60.345956629127684% vs 2022
- 2024 filing year
| 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.
- 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
National Health Corp Leveraged Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Tennessee, the nearest ESOP by assets is Superior Electric Great Lakes Company Employee Stock Ownership Plan in MI ($168M); by covered participants it is Page Southerland Page, Inc. Employee Stock Ownership Plan in TX (1,385 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- Superior Electric Great Lakes Company Employee Stock Ownership Plan (MI) $168M · 134
- Metro Builders Supply, Inc. Employee Stock Ownership Plan (OK) $169M · 1,300
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,385 participants); asset peers above are excluded.
- Page Southerland Page, Inc. Employee Stock Ownership Plan (TX) 1,385 · 0 off
- Hb Global Employee Stock Ownership Plan (PA) 1,386 · 1 off
- Norco, Inc. Employee Stock Ownership Plan (ID) 1,381 · 4 off
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust (NC) 1,396 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.