401(k) · DOL Form 5500 · 2024

Southern Health Partners 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1,051
Participants Near avg headcount
50th
Percentile by assets National rank
$7,346
Avg per participant Low balance/head
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Official DOL plan name: Southern Health Partners, Inc. 401(k) Plan · Sponsored by Southern Health Partners · Tennessee · Healthcare & Social Assistance

$8M in assets, 1,051 participants

Southern Health Partners's Southern Health Partners, Inc. 401(k) Plan reported $8M in total assets and 1,051 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,327 in Healthcare & Social Assistance (16,916 peers)

Southern Health Partners multi-year trail

Southern Health Partners's plans moved +40.5% in assets from 2022 to 2024; this filing shows Southern Health Partners, Inc. 401(k) Plan at $8M / 1,051 participants.

#9,327
in Healthcare & Social Assistance (16,916 peers)
+13.6%
assets growth YoY

Southern Health Partners, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$7,720,278 Top 50% higher than 50% 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

Southern Health Partners, Inc. 401(k) 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. Southern Health Partners, Inc. 401(k) Plan lands in the large band (1,051 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Health Partners, Inc. 401(k) Plan reported participants rose from 556 in the plan year 2023 filing to 1,051 in the plan year 2024 filing.
  • Southern Health Partners, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $923K in the plan year 2024 filing.
  • Southern Health Partners, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 631130536 · Southern Health Partners PY 2024 · 401(k)

Southern Health Partners, Inc. 401(k) Plan · $8M · 1,051 · 50th

  • ASSETS $8M
  • ASSETS 1,051
  • ASSETS 50th
  • ASSETS 401(k)
  • ASSETS near A-America, Inc. 401(k) Retirement Savings Profit Sharing Plan
  • ASSETS ind #9327

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 →

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

Southern Health Partners, Inc. 401(k) PlanSouthern Health Partners, In…$8MA-America, Inc. 401(k) Retirement Savings Profit Sharing PlanA-America, Inc. 401(k) Retir…$8MThe Miller-Clapperton Partnership, Inc. 401(k) Retirement PlanThe Miller-Clapperton Partne…$8MTransitions 401(k) Plan$8MGrt Rubber Technologies LLC 401(k) PlanGrt Rubber Technologies LLC …$8M
End-of-year total assets ($M) among Southern Health Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southern Health Partners multi-year asset trail

Sponsor-wide plan assets over time

All Southern Health Partners plans reported in each filing year

Latest sponsor-wide plan assets
$8M 40.504392606095195% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.49M $7.72M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 598 $5M
2023 1 556 $7M
2024 1 1,051 $8M

Southern Health Partners filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$923K
Employer EIN631130536
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Southern 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 ($B) Participants Southern Health Partners, Inc. 401(k) Plan, Total assets ($B): 0.007720278 · Participants: 1051Southern 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
Southern Health Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southern Health Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Southern 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 A-America, Inc. 401(k) Retirement Savings Profit Sharing Plan in WA ($8M); by covered participants it is Allaire Health Services Employee Retirement Savings Plan in PA (1,051 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,051 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 Southern Health Partners, Inc. 401(k) Plan assets move in 2024? ▼
Southern Health Partners, Inc. 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $7M to $8M. Reported net income was $923K.
How have Southern Health Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Health Partners's sponsor-wide assets grew 40.5%, from $5M to $8M.
Which 401(k) plans are similar in size to Southern Health Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A-America, Inc. 401(k) Retirement Savings Profit Sharing Plan in WA ($8M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Southern Health Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allaire Health Services Employee Retirement Savings Plan in PA (1,051 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 631130536.

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.