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Employers › Arkansas

Employer · plans filed under one EIN

Jefferson Hospital Association, Inc.

Pine Bluff, AR · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$134Mnet assets across plans
2,168participant records1,637 active
$3.2Memployer contributions, latest plan years$1,956 per active record
$382KSchedule C compensation to organisations$176.42 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Jefferson Hospital Association, Inc.'s employer identification number (Pine Bluff, Arkansas). Their latest filings total 2,168 participant records and $134M in net assets.

The largest is Jefferson Hospital Association 401(k) Retirement Savings Plan, a 401(k) plan with 2,031 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $3.2M and participant contributions $5.8M in the latest plan years; benefits paid were $13.4M. Schedule C compensation reported to service provider organisations totalled $382K.

Combined net assets moved from $39.2M in 2009 to $134M in 2024 (up 243%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Jefferson Hospital Association 401(k) Retirement Savings Plan401(k) plan20242,031$130M$64,034$2,111$381K
Tax Deferred Annuity Plan of Jefferson Regional Medical Centerdefined contribution plan2024137$4.4M$32,172—$1,008
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $39.2M2010: $47.3M2011: $50.2M2012: $57.8M2013: $68.5M2014: $73.4M2015: $74.8M2016: $78.0M2017: $91.0M2018: $86.9M2019: $106M2020: $120M2021: $127M2022: $101M2023: $122M2024: $134M$39.2M$134M20092012201620202024
Combined net assets
2009: 2,3582010: 1,9872011: 2,0812012: 2,4202013: 2,0582014: 1,9402015: 1,9672016: 1,8572017: 2,0572018: 2,0982019: 2,1262020: 2,2082021: 2,7592022: 2,8662023: 2,8752024: 2,1682,3582,8752,16820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,168$134M$3.2M$5.8M
202322,875$122M$3.0M$5.3M
202222,866$101M$2.9M$5.0M
202122,759$127M$2.3M$4.1M
202022,208$120M$1.4M$3.7M
201922,126$106M$2.8M$3.7M
201822,098$86.9M$2.4M$3.3M
201722,057$91.0M$2.4M$2.9M
201621,857$78.0M$2.2M$2.4M
201521,967$74.8M$2.3M$2.6M
201421,940$73.4M$2.4M$2.6M
201322,058$68.5M$2.4M$2.6M
201222,420$57.8M$2.7M$2.5M
201122,081$50.2M$2.6M$2.4M
201021,987$47.3M$2.8M$2.5M
200922,358$39.2M$2.4M$2.3M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Simmons Bank Institutional WealthInvestment advisory (participants); Investment advisory (plan); Investment management1$260,273
PCS Retirement, LLCParticipant loan processing; Participant communication1$38,177
Fidelity Investments InstitutionalParticipant loan processing1$36,229
MatrixCustodial (securities)1$33,863
Southeastern Employee BenefitsRecordkeeping and information management1$11,962
Mutual of America Investment Corp.Claims processing; Recordkeeping and information management; Participant loan processing1$1,008
Strategic Advisors, Inc.Investment advisory (plan)1$963

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Simmons Bank Institutional Wealth$260K
PCS Retirement, LLC$38K
Fidelity Investments Institutional$36K
Matrix$34K
Southeastern Employee Benefits$12K
Mutual of America Investment Corp.$1,008
Strategic Advisors, Inc.$963

Questions and answers

How many retirement plans does Jefferson Hospital Association, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Jefferson Hospital Association 401(k) Retirement Savings Plan and Tax Deferred Annuity Plan of Jefferson Regional Medical Center. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Jefferson Hospital Association, Inc. contribute to its plans?

$3,201,724 in employer contributions across these plans in their latest plan years, about $1,956 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Simmons Bank Institutional Wealth, PCS Retirement, LLC, Fidelity Investments Institutional and Matrix and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.