401(k) · DOL Form 5500 · 2024
Ballad Health 401(k) Plan
Data updated 2026-08-11
- $126M
- Total assets
- 980
- Participants
- 92nd
- Percentile by assets
- $129,027
- Avg per participant
Official DOL plan name: Ballad Health 401(k) Plan · Sponsored by Ballad Health · Tennessee · Healthcare & Social Assistance
$126M in assets, 980 participants
Ballad Health's Ballad Health 401(k) Plan reported $126M in total assets and 980 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #15,738 in Healthcare & Social Assistance (16,916 peers)
Where Ballad Health 401(k) Plan sits by assets
Ballad Health 401(k) Plan sits in the top 10% of all filed plans by assets, $126M for 980 participants (~$129,027/participant), up 11.1% in 2024.
- $126M
- total plan assets (2024 EOY)
- 980
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $129,027
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ballad Health 401(k) Plan reported net income rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Ballad Health 401(k) Plan end-of-year assets rose from $114M in the plan year 2023 filing to $126M in the plan year 2024 filing.
- Ballad Health 401(k) Plan reported participants rose from 950 in the plan year 2023 filing to 980 in the plan year 2024 filing.
Ballad Health 401(k) Plan vs the 2024 asset distribution
By assets, Ballad Health 401(k) Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $114M |
|---|---|
| Net Assets (End of Year) | $126M |
| Net Income | $13M |
| Employer EIN | 611771290 |
| Plan Effective Date | 1998-11-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ballad Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 18,330 | $1.1B |
| 2023 | 3 | 18,139 | $1.2B |
| 2024 | 3 | 18,077 | $1.3B |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ballad Health 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ballad Health 401(k) Plan by total assets, not by location.
- Gmg Employees Savings Plan (MI) $126M · 2,237
- The Branch Group Inc and Affiliates Employee Stock Ownership Plan (VA) $126M · 1,179
- Lima Memorial Health System 401(k) Plan (OH) $126M · 1,507
- Aaa East Central 401(k) Savings Plan (PA) $126M · 1,326
Frequently Asked Questions
How did Ballad Health 401(k) Plan assets move in 2024? ▼
How have Ballad Health plan assets changed over time? ▼
Where does Ballad Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ballad Health 401(k) Plan? ▼
Next read for Ballad Health 401(k) Plan
Scale reading
Ways to act on Ballad Health 401(k) Plan's numbers.
- By total assets, Ballad Health 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- Ballad Health's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans