401(k) · DOL Form 5500 · 2024

Ballad Health 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
980
Participants Near avg headcount
92nd
Percentile by assets National rank
$129,027
Avg per participant Near avg balance/head
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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.

  • #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.

#15,738
in Healthcare & Social Assistance (16,916 peers)
+11.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Ballad Health 401(k) Plan's outsized position by total assets

Ballad Health 401(k) Plan vs every filed plan by assets

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

$126,446,520 Top 8% higher than 92% 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

Ballad Health 401(k) 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. Ballad Health 401(k) Plan sits mid-pack in the medium band (980 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611771290 · Ballad Health PY 2024 · 401(k)

Ballad Health 401(k) Plan · $126M · 980 · 92nd

  • EBSA $126M
  • EBSA 980
  • EBSA 92nd
  • EBSA 401(k)
  • EBSA near Gmg Employees Savings Plan
  • EBSA ind #15738

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 →

Ballad Health 401(k) Plan in the asset neighbourhood

Ballad Health 401(k) Plan$126MGmg Employees Savings Plan$126MThe Branch Group Inc and Affiliates Employee Stock Ownership PlanThe Branch Group Inc and Aff…$126MLima Memorial Health System 401(k) PlanLima Memorial Health System …$126MAaa East Central 401(k) Savings PlanAaa East Central 401(k) Savi…$126M
End-of-year total assets ($M) among Ballad Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$126M
Net Income$13M
Employer EIN611771290
Plan Effective Date1998-11-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballad Health)

Sponsor-wide plan assets over time

All Ballad Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 24.009065784843845% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.08B $1.34B ▲ +24.1%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Ballad Health 401(k) Plan, Total assets ($B): 0.12644652 · Participants: 980Ballad Health 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
Ballad Health 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ballad Health 401(k) Plan side-by-side with 3 peers →

Ballad Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Gmg Employees Savings Plan in MI ($126M); by covered participants it is Professional Orthopedic and Sports Physical Therapy, P.C. Employee Savings Plan in NY (980 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($126M here).

Similar participant headcount

Nearest other-state filings by covered participants (980 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 Ballad Health 401(k) Plan assets move in 2024? ▼
Ballad Health 401(k) Plan grew at a solid clip - up 11.1% during 2024, from $114M to $126M. Reported net income was $13M.
How have Ballad Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballad Health's sponsor-wide assets grew 24.0%, from $1.1B to $1.3B.
Where does Ballad Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Ballad Health 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ballad Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gmg Employees Savings Plan in MI ($126M, 2,237 participants).
Which 401(k) plans cover a similar participant headcount to Ballad Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Professional Orthopedic and Sports Physical Therapy, P.C. Employee Savings Plan in NY (980 participants, $64M 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 611771290.

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.