Other · DOL Form 5500 · 2024

Helen Ross Mcnabb Center, Inc. Retirement Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
1,139
Participants Near avg headcount
88th
Percentile by assets National rank
$67,431
Avg per participant Below avg balance/head
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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.

  • #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.

#15,225
in Healthcare & Social Assistance (16,916 peers)
+11.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Helen Ross Mcnabb Center, Inc., Retirement Plan's outsized position by total assets

Helen Ross Mcnabb Center, Inc., Retirement Plan vs every filed plan by assets

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

$76,803,827 Top 12% higher than 88% 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

Helen Ross Mcnabb Center, Inc., Retirement 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. Helen Ross Mcnabb Center, Inc., Retirement Plan lands in the large band (1,139 participants).

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 →

EBSA filing schedule strip

Filing strip 620548914 · Helen Ross Mcnabb Center, Inc. PY 2024 · Other

Helen Ross Mcnabb Center, Inc., Retirement Plan · $77M · 1,139 · 88th

  • TYPE $77M
  • TYPE 1,139
  • TYPE 88th
  • TYPE Other
  • TYPE near Lifespace Communities 403(b) Plan
  • TYPE ind #15225

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 →

Helen Ross Mcnabb Center, Inc., Retirement Plan in the asset neighbourhood

The Auburn Community Hospital Retirement Savings PlanThe Auburn Community Hospita…$77MAmerican Council on Education 403(b) Retirement PlanAmerican Council on Educatio…$77MHelen Ross Mcnabb Center, Inc., Retirement PlanHelen Ross Mcnabb Center, In…$77MLifespace Communities 403(b) PlanLifespace Communities 403(b)…$77MAmerican Management Association Savings & Investment PlanAmerican Management Associat…$76M
End-of-year total assets ($M) among Helen Ross Mcnabb Center, Inc., Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Helen Ross Mcnabb Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 34.46712005039465% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.1M $76.8M ▲ +34.5%
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 Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Helen Ross Mcnabb Center, Inc., Retirement Plan, Total assets ($B): 0.076803827 · Participants: 1139Helen Ross Mcnabb Center, Inc., Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.7144704 · Participants: 31810Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.506327745 · Participants: 7926Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.307808572 · Participants: 6588St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.731254873 · Participants: 12134Ballad Health 403(b) PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.445900164 · Participants: 5578Dialysis Clinic, Inc. Thrift Plan
Helen Ross Mcnabb Center, Inc., Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Helen Ross Mcnabb Center, Inc., Retirement Plan side-by-side with 3 peers →

Helen Ross Mcnabb Center, Inc., Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Lifespace Communities 403(b) Plan in TX ($77M); by covered participants it is Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons in NY (1,139 participants). Same-state nearby plans are listed separately above.

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 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).
Which Other plans cover a similar participant headcount to Helen Ross Mcnabb Center, Inc., Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons in NY (1,139 participants, $117M 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 620548914.

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.