Defined Benefit (Pension) · DOL Form 5500 · 2024
Wellmont Health System Pension Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 192
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $206,890
- Avg per participant Above avg balance/head
Official DOL plan name: Wellmont Health System Defined Benefit Plan · Sponsored by Wellmont Health System · Tennessee · Healthcare & Social Assistance
$40M in assets, 192 participants
Wellmont Health System's Wellmont Health System Defined Benefit Plan reported $40M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,211 in Healthcare & Social Assistance (16,916 peers)
Coverage in Tennessee
Wellmont Health System Defined Benefit Plan covers 192 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $40M.
- #14,211
- in Healthcare & Social Assistance (16,916 peers)
- -0.5%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $214K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wellmont Health System Defined Benefit Plan's outsized position by total assets
Wellmont Health System Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,722,830 Top 19% higher than 81% 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
Wellmont Health System Defined Benefit Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellmont Health System Defined Benefit Plan sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wellmont Health System Defined Benefit Plan reported net income rose from -$1M in the plan year 2023 filing to -$214K in the plan year 2024 filing.
- Wellmont Health System Defined Benefit Plan reported participants fell from 205 in the plan year 2023 filing to 192 in the plan year 2024 filing.
- Wellmont Health System Defined Benefit Plan end-of-year assets fell from $40M in the plan year 2023 filing to $40M in the plan year 2024 filing.
DOL schedule card
Filing strip 621636465 · Wellmont Health System PY 2024 · Defined Benefit (Pension)
Wellmont Health System Defined Benefit Plan · $40M · 192 · 81st
- VS-ST $40M
- BOY 192
- SCH 81st
- EBSA Defined Benefit (Pension)
- PART near The Restated Noncontributory Retirement Plan for Cooperatives
- TYPE ind #14211
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 →
Wellmont Health System Defined Benefit Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$214K |
| Employer EIN | 621636465 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellmont Health System)
Sponsor-wide plan assets over time
All Wellmont Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 4.042642807807918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $41M |
| 2023 | 1 | 205 | $40M |
| 2024 | 1 | 192 | $40M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.9B · 125,941
- Retirement Plan of International Paper Company $8.2B · 20,795
- Pace Industry Union-Management Pension Fund $2.8B · 3,134
- Pension Plan for Employees at Ornl $2.4B · 6,357
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,516
Wellmont Health System Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is The Restated Noncontributory Retirement Plan for Cooperatives in IA ($40M); by covered participants it is Horne Brothers Construction, Inc. Cash Balance Pension Plan in NC (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- Horne Brothers Construction, Inc. Cash Balance Pension Plan (NC) 192 · 0 off
- Local 464a Finast Full Time Employees Pension Plan (NJ) 192 · 0 off
- American & Efird Employees' Pension Plan (NC) 192 · 0 off
- Stoel Rives LLP Cash Balance Plan (OR) 192 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.