Other · DOL Form 5500 · 2024
Ballad Health Retirement Plan
Data updated 2026-08-11
- $731M
- Total assets
- 12,134
- Participants
- 98th
- Percentile by assets
- $60,265
- Avg per participant
Official DOL plan name: Ballad Health 403(b) Plan · Sponsored by Ballad Health · Tennessee · Healthcare & Social Assistance
$731M in assets, 12,134 participants
Ballad Health's Ballad Health 403(b) Plan reported $731M in total assets and 12,134 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #16,573 in Healthcare & Social Assistance (16,916 peers)
Coverage in Tennessee
Ballad Health 403(b) Plan covers 12,134 participants in Tennessee, 11x the typical Tennessee plan (state average ~1,126 per filing). Assets: $731M.
- $731M
- total plan assets (2024 EOY)
- 12,134
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $60,265
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ballad Health 403(b) Plan end-of-year assets rose from $616M in the plan year 2023 filing to $731M in the plan year 2024 filing.
- Ballad Health 403(b) Plan reported net income rose from $99M in the plan year 2023 filing to $115M in the plan year 2024 filing.
- Ballad Health 403(b) Plan reported participants rose from 11,769 in the plan year 2023 filing to 12,134 in the plan year 2024 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Ballad Health 403(b) Plan reports 12,134 participants - 11x that state average ($731M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $616M |
|---|---|
| Net Assets (End of Year) | $731M |
| Net Income | $115M |
| Employer EIN | 611771290 |
| Plan Effective Date | 1996-07-01 |
| 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 Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
Ballad Health 403(b) Plan vs. nearby Other plans in Tennessee, assets vs. participants
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
- University Health System, Inc. 403(b) Plan $446M · 5,436
Scale composition for Ballad Health 403(b) Plan
Ballad Health 403(b) Plan reports $731M in end-of-year assets across 12,134 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $60,265 per participant (44% of the national average assets-per-participant) . Net income for plan year 2024 was $115M.
This plan identity (EIN 611771290, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $517M to $731M (+41.4%) while covered participants moved from 11,477 to 12,134 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,477 | $517M | Open filing |
| 2023 | 11,769 | $616M | Open filing |
| 2024 · index core | 12,134 | $731M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Ballad Health 401(a) Plan (Profit Sharing, $486M, 4,963 participants)
- Ballad Health 401(k) Plan (401(k), $126M, 980 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Ballad Health 403(b) Plan by total assets, not by location.
- Scripps Health 403(b) Plan (CA) $729M · 17,599
- Yeshiva University Retirement Income Plan (Basic Plan) (NY) $734M · 2,092
- South Shore Health Retirement Savings Plan (MA) $727M · 6,005
- Albert Einstein Healthcare Network Retirement Savings Plan (PA) $737M · 7,438
Frequently Asked Questions
How did Ballad Health 403(b) Plan assets move in 2024? ▼
How have Ballad Health plan assets changed over time? ▼
Where does Ballad Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Ballad Health 403(b) Plan? ▼
Next read for Ballad Health 403(b) Plan
Filing takeaways
Ways to act on Ballad Health 403(b) Plan's numbers.
- By total assets, Ballad Health 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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