Back to filter
Original filing (PDF)20250925113946NAL0010431363001
GENERATIONS OBGYN
Form 5500-SF
FILING_RECEIVED
GENERATIONS OBGYN 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
41
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERATIONS OBGYN.
Plan sponsor
Name
GENERATIONS OBGYN
EIN
62-1137268
Address
430 PARK WEST BLVD, SUITE 320 · KNOXVILLE, TN · 37923
Phone
(865) 769-4412
Industry
Offices of Physicians· Health Care & Social Assistancesee all
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
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
LAWRENCE OTOLARYNGOLOGY ASSOCIATES, LLC
LAWRENCE OTOLARYNGOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
$6.3M · 23 participants
NORTHERN BERKSHIRE PEDIATRICS, LLP
NORTHERN BERKSHIRE PEDIATRICS, LLP RETIREMENT PLAN
$6.3M · 38 participants
MID-MICHIGAN KIDNEY & HYPERTENSION SPECIALIS
MID-MICHIGAN KIDNEY & HYPERTENSION SPECIALISTS, PC PROFIT SHARING PLAN
$6.3M · 5 participants
ADVANCED OB/GYN, P.L.L.C.
ADVANCED OB/GYN, P.L.L.C. 401(K) PROFIT SHARING PLAN
$6.3M · 11 participants
NEPHROLOGY & HYPERTENSION ASSOCIATION OF NJ, LLC
NEPHROLOGY & HYPERTENSION ASSOCIATION OF NJ, LLC 401(K) RETIREMENT PLAN
$6.3M · 24 participants
DR. WILLIAM TOWNSEND PICO
DR. WILLIAM TOWSEND PICO RETIREMENT PLAN
$6.3M · 1 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B