How big is Tidalhealth, Inc.'s plan?

Tidalhealth, Inc.'s plan reported $163.4M in assets and 4,926 participants for 2024.

Original filing (PDF)20251015143104NAL0009745442001

Tidalhealth, Inc.

Name: Tidalhealth, Inc. — Tidalhealth Pension Plan, Form 5500 (2024)
Creator: Tidalhealth, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tidalhealth Pension Plan

Defined-benefit pension plan · Tidalhealth, Inc.'s Tidalhealth Pension Plan held $163.4M in plan assets for 4,926 participants in 2024.

Signals · 3

47% employer stockNo recordkeeper disclosed14 service providers

Active participants

4,926

Accounts w/ balance

—

Plan assets (EOY)

$163.4M

Net assets (EOY)

$163.3M

People on this filing

DEMI Gilmore signed Tidalhealth, Inc.'s 2024 Form 5500 as plan administrator.

DEMI Gilmore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tidalhealth, Inc.'s EIN is 52-2132761.

EIN 52-2132761

Plan number 001

Plan year 2024

ACK ID 20251015143104NAL0009745442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tidalhealth, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tidalhealth, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIDALHEALTH, INC..

Finding similar companies…

How this plan invests

This plan

536 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (18th percentile).
Bottom-decile employer contributions per participant (2nd percentile).

Plan sponsor

Name

TIDALHEALTH, INC.

EIN

all filings

Address

100 EAST CARROLL STREET · SALISBURY, MD · 218015422

Phone

(410) 546-6400

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

SC&H ATTEST SERVICES, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

14 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WASATCH ADVISORS	87-0319391	—	INVESTMENT MGMT	$102K	—
HAMLIN CAPITAL MANAGEMENT LLC	52-2344187	—	INVESTMENT MGMT	$58K	—
WINSLOW CAPITAL MANAGEMENT

Investments

536 direct securities· $147.7M(90% of reported assets)

Common Stocks

$68.6M

299 holdings

Other securities

$27.4M

11 holdings

U.S. Treasuries

$20.2M

58 holdings

Bonds / Notes

$13.7M

116 holdings

Common Collective Trusts

$8.6M

2 holdings

Cash / Money Market

$4.2M

2 holdings

Agency / Mortgage-Backed

$4.1M

33 holdings

Structured Credit (CLO/ABS)

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$8.6M Morgan Stanley$2.4M JPMorgan$1.1M Wells Fargo / Allspring$915K Goldman Sachs$827K Schwab$282K State Street / SPDR$270K MetLife$155K

Related plans

Other plans using Morgan Stanley Smith Barney LLC

Valero Energy Corporation

Valero Energy Corporation Pension Plan

$2.6B · 6,554 participants

Trustees of Ohio Carpenters' Pension Plan

Ohio Carpenters' Pension Plan

$2.1B · 12,519 participants

Board of Trustees Seafarers Pension Plan

Seafarers Pension Plan

$2.1B · 7,295 participants

BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIO

Annuity FD of the IUOE Local Union 94, 94A, 94B AFL-CIO

$1.8B · 5,885 participants

Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	11-3658445	—	INVESTMENT ADVISORY	$298K	—
ATALANTA SOSNOFF MANAGEMENT	20-0461080	—	INVESTMENT ADVISORY	$16K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC BANK	22-1146430	—	TRUSTEE	$15K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOOMIS, SAYLES, & COMPANY	04-3200030	—	INVESTMENT MGMT	$40K	—
FRANKLIN TEMPLETON PPG, LLC	13-2670997	—	INVESTMENT MGMT	$27K	—
BROWN ADVISORY	26-4560299	—	INVESTMENT MGMT	$17K	—
HARDING LOEVNER	27-0684167	—	INVESTMENT MGMT	$11K	—

					% of plan
Elliott International Limited - Class C Interest in limited partnerships	Other securities	—	$10.9M	$16.5M	10.1%
Weatherlow Offshore Fund II Ltd Class IA Interest in hedge fund	Common Stocks	—	$14.3M	$15.9M	9.7%
Vanguard Russell 1000 Fund Interest in registered investment companies	Common Collective Trusts	—	$8.9M	$8.6M	5.3%
Brevan Howard Fund Limited Class J US NR Interest in hedge fund	Other securities	—	$4.9M	$6.1M	3.7%
GQG Part Emerging Markets Equity-Institutional Fund Interest in registered investment companies	Other securities	—	$4.3M	$4.2M	2.6%
FDIC Bank Deposit Fund FST Interest bearing cash	Cash / Money Market	—	$2.3M	$2.3M	1.4%
Morgan Stanley Bank Deposit Interest bearing cash	Cash / Money Market	—	$1.9M	$1.9M	1.1%
U.S. Treasury Notes - 3.1250% Due 11/15/2028 Interest in U.S. government securities	U.S. Treasuries	—	$1.3M	$1.2M	0.8%
U.S. Treasury Notes - 0.7500% Due 05/31/2026 Interest in U.S. government securities	U.S. Treasuries	—	$1.2M	$1.2M	0.7%
Microsoft Corp Interest in corporate stocks	Common Stocks	—	$668K	$1.1M	0.7%
U.S. Treasury Notes - 4.1250% Due 10/31/2029 Interest in U.S. government securities	U.S. Treasuries	—	$1.1M	$1.1M	0.7%
U.S. Treasury Notes - 3.8750% Due 10/15/2027 Interest in U.S. government securities	U.S. Treasuries	—	$1.1M	$1.1M	0.6%
U.S. Treasury Notes - 0.0350% Due 09/30/2026 Interest in U.S. government securities	U.S. Treasuries	—	$994K	$990K	0.6%
U.S. Treasury Notes - 4.0000% Due 02/29/2028 Interest in U.S. government securities	U.S. Treasuries	—	$908K	$892K	0.5%
Amazon Com Inc Interest in corporate stocks	Common Stocks	—	$471K	$891K	0.5%
U.S. Treasury Notes - 3.6250% Due 08/31/2029 Interest in U.S. government securities	U.S. Treasuries	—	$921K	$886K	0.5%
Nvidia Corp Interest in corporate stocks	Common Stocks	—	$169K	$864K	0.5%
U.S. Treasury Notes - 4.1250% Due 11/30/2029 Interest in U.S. government securities	U.S. Treasuries	—	$828K	$818K	0.5%
U.S. Treasury Notes - 3.1250% Due 08/31/2027 Interest in U.S. government securities	U.S. Treasuries	—	$812K	$816K	0.5%
U.S. Treasury Notes - 1.8750% Due 02/15/2032 Interest in U.S. government securities	U.S. Treasuries	—	$736K	$720K	0.4%
Nvidia Corp Interest in corporate stocks	Common Stocks	—	$136K	$713K	0.4%
Apple Inc Interest in corporate stocks	Common Stocks	—	$215K	$709K	0.4%
Microsoft Corp Interest in corporate stocks	Common Stocks	—	$160K	$691K	0.4%
Apple Inc Interest in corporate stocks	Common Stocks	—	$485K	$670K	0.4%
U.S. Treasury Notes - 0.8750% Due 11/15/2030 Interest in U.S. government securities	U.S. Treasuries	—	$733K	$648K	0.4%
U.S. Treasury Notes - 4.0000% Due 02/15/2034 Interest in U.S. government securities	U.S. Treasuries	—	$576K	$561K	0.3%
Amazon Com Inc Interest in corporate stocks	Common Stocks	—	$261K	$559K	0.3%
Broadcom Inc Interest in corporate stocks	Common Stocks	—	$105K	$556K	0.3%
U.S. Treasury Notes - 4.3750% Due 07/15/2027 Interest in U.S. government securities	U.S. Treasuries	—	$561K	$552K	0.3%
U.S. Treasury Bond - 3.875% Due 11/30/2027 Interest in U.S. government securities	U.S. Treasuries	—	$556K	$544K	0.3%
Alphabet Inc/Ca-Cl A Interest in corporate stocks	Common Stocks	—	$271K	$537K	0.3%
Dbs Group Hldgs Ltd Sponsd ADR Interest in corporate stocks	Common Stocks	—	$246K	$523K	0.3%
U.S. Treasury Notes - 4.3750% Due 12/15/2026 Interest in U.S. government securities	U.S. Treasuries	—	$523K	$521K	0.3%
U.S. Treasury Notes - 3.5000% Due 04/30/2028 Interest in U.S. government securities	U.S. Treasuries	—	$497K	$490K	0.3%
U.S. Treasury Notes - 3.5000% Due 02/15/2033 Interest in U.S. government securities	U.S. Treasuries	—	$503K	$482K	0.3%
Meta Platforms Inc CL A (FB) Interest in corporate stocks	Common Stocks	—	$229K	$480K	0.3%
Taiwan Semiconductor Spons ADR Interest in corporate stocks	Common Stocks	—	$115K	$452K	0.3%
Allianz Se Interest in corporate stocks	Common Stocks	—	$262K	$429K	0.3%
Verizon Communications - 1.7500% Due 01/20/2031 Interest in corporate debt instruments	Bonds / Notes	—	$488K	$414K	0.3%
JP Morgan Chase & Co - Variable Rate Due 10/15/2030 Interest in corporate debt instruments	Common Stocks	—	$491K	$412K	0.3%
Goldman Sachs Group Inc - 1.9480% Due 10/21/2027 Interest in corporate debt instruments	Bonds / Notes	—	$437K	$412K	0.3%
Citigroup Inc - 2.5720% Due 06/03/2031 Interest in corporate debt instruments	Bonds / Notes	—	$478K	$411K	0.3%
U.S. Treasury Notes - 1.1250% Due 02/28/2027 Interest in U.S. government securities	U.S. Treasuries	—	$449K	$405K	0.2%
Comcast Corp - 4.8000% Due 05/15/2033 Interest in corporate debt instruments	Bonds / Notes	—	$412K	$405K	0.2%
FNMA - 6.6250% Due 11/15/2030 Interest in U.S. government securities	Agency / Mortgage-Backed	—	$495K	$404K	0.2%
Unitedhealth Group Inc - 2.0000% Due 05/15/2030 Interest in corporate debt instruments	Bonds / Notes	—	$498K	$403K	0.2%
U.S. Treasury Notes - 1.6250% Due 02/15/2029 Interest in U.S. government securities	U.S. Treasuries	—	$442K	$402K	0.2%
MS Capital I Tr 2015-ms1 - 3.7790% Due 05/15/2048 Interest in corporate debt instruments	Bonds / Notes	—	$384K	$399K	0.2%
Devon Energy - 5.2000% Due 09/15/34 Interest in corporate debt instruments	Bonds / Notes	—	$417K	$397K	0.2%
Public Service Enterprise Group Inc Interest in corporate stocks	Common Stocks	—	$274K	$391K	0.2%

1–50 of 536

1 / 11