Other · DOL Form 5500 · 2024
Ballad Health Retirement Plan
Data updated 2026-08-25
- $731M
- Total assets Above avg plan size
- 12,134
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $60,265
- Avg per participant Low balance/head
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.
- #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.
- #16,573
- in Healthcare & Social Assistance (16,916 peers)
- +18.6%
- assets growth YoY
- 7.3×
- vs typical plan assets (national mean)
Ballad Health 403(b) Plan's outsized position by total assets
Ballad Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$731,254,873 Top 2% higher than 98% 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
Ballad Health 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ballad Health 403(b) Plan is a mega filing (12,134 participants), the rightmost band on the breakdown.
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.
EBSA filing schedule strip
Filing strip 611771290 · Ballad Health PY 2024 · Other
Ballad Health 403(b) Plan · $731M · 12,134 · 98th
- EBSA $731M
- EBSA 12,134
- EBSA 98th
- EBSA Other
- EBSA near Scripps Health 403(b) Plan
- EBSA ind #16573
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 403(b) Plan in the asset neighbourhood
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)
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
| 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.
- 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)
Ballad Health 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Scripps Health 403(b) Plan in CA ($729M); by covered participants it is Temple University Health System, Inc. 403(b) Plan in PA (12,208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($731M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (12,134 participants); asset peers above are excluded.
- Temple University Health System, Inc. 403(b) Plan (PA) 12,208 · 74 off
- Northwestern University Voluntary Savings Plan (IL) 12,219 · 85 off
- The Mitre Corporation Tax Sheltered Annuity Plan (VA) 12,379 · 245 off
- Cedars-Sinai 403b Retirement Plan (CA) 11,878 · 256 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.