Other · DOL Form 5500 · 2024

Helen Ross Mcnabb Center, Inc. Retirement Plan

Data updated 2026-08-11

$77M
Total assets
1,139
Participants
88th
Percentile by assets
$67,431
Avg per participant
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Official DOL plan name: Helen Ross Mcnabb Center, Inc., Retirement Plan · Sponsored by Helen Ross Mcnabb Center, Inc. · Tennessee · Healthcare & Social Assistance

$77M in assets, 1,139 participants

Helen Ross Mcnabb Center, Inc.'s Helen Ross Mcnabb Center, Inc., Retirement Plan reported $77M in total assets and 1,139 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #15,225 in Healthcare & Social Assistance (16,916 peers)

Where Helen Ross Mcnabb Center, Inc., Retirement Plan sits by assets

Helen Ross Mcnabb Center, Inc., Retirement Plan sits in the top quartile of all filed plans by assets, $77M for 1,139 participants (~$67,431/participant), up 11.3% in 2024.

$77M
total plan assets (2024 EOY)
1,139
covered participants
88th
percentile by assets (of 123,622 plans)
$67,431
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Helen Ross Mcnabb Center, Inc., Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Helen Ross Mcnabb Center, Inc., Retirement Plan end-of-year assets rose from $69M in the plan year 2023 filing to $77M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Helen Ross Mcnabb Center, Inc., Retirement Plan vs the 2024 asset distribution

By assets, Helen Ross Mcnabb Center, Inc., Retirement Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$77M
Net Income$8M
Employer EIN620548914
Plan Effective Date1975-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Helen Ross Mcnabb Center, Inc.)

$50M$60M$70M$80M 202220232024 $57.1M $76.8M ▲ +34.5%
Total plan assets by year, all Helen Ross Mcnabb Center, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,024 $57M
2023 1 1,143 $69M
2024 1 1,139 $77M

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Helen Ross Mcnabb Center, Inc., Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants

Helen Ross Mcnabb Center, Inc., Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Helen Ross Mcnabb Ce…Vanderbilt Universit…Vanderbilt Universit…St. Jude Children's …Ballad Health 403(b)…Dialysis Clinic, Inc…
Helen Ross Mcnabb Center, Inc., Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Helen Ross Mcnabb Center, Inc., Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Helen Ross Mcnabb Center, Inc., Retirement Plan assets move in 2024?
Helen Ross Mcnabb Center, Inc., Retirement Plan grew at a solid clip - up 11.3% during 2024, from $69M to $77M. Reported net income was $8M.
How have Helen Ross Mcnabb Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Helen Ross Mcnabb Center, Inc.'s sponsor-wide assets grew 34.5%, from $57M to $77M.
Where does Helen Ross Mcnabb Center, Inc., Retirement Plan rank by assets among Form 5500 filers?
Helen Ross Mcnabb Center, Inc., Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Helen Ross Mcnabb Center, Inc., Retirement Plan?
Among Other plans in other states, the closest by assets is Lifespace Communities 403(b) Plan in TX ($77M, 4,372 participants).

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