Employer · plans filed under one EIN
Tidalhealth, Inc.
Salisbury, MD · 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.
Tidalhealth, Inc., based in Salisbury, Maryland, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 12,130 participant records and $439M in net assets.
The largest is Tidalhealth 403(b) Plan, a 403(b) plan with 6,149 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 $2.9M and participant contributions $20.9M in the latest plan years; benefits paid were $30.9M. Schedule C compensation reported to service provider organisations totalled $831K.
Combined net assets moved from $436M in 2021 to $439M in 2024 (up 1%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Tidalhealth 403(b) Plan | 403(b) plan | 2024 | 6,149 | $276M | $44,911 | $552 | $173K |
| Tidalhealth Pension Plan | cash balance pension plan | 2024 | 5,981 | $163M | $27,307 | $0 | $658K |
| 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
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 12,130 | $439M | $2.9M | $20.9M |
| 2023 | 2 | 11,286 | $402M | $2.6M | $17.8M |
| 2022 | 2 | 10,940 | $360M | $2.4M | $15.9M |
| 2021 | 2 | 10,676 | $436M | $5.2M | $14.2M |
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
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Custodial (securities); Investment advisory (plan); Securities brokerage; Other services | 1 | $297,975 |
| Lincoln National Corporation | Contract Administrator | 1 | $162,910 |
| Wasatch Advisors | Investment management | 1 | $101,794 |
| Hamlin Capital Management LLC | Investment management | 1 | $58,194 |
| Loomis, Sayles, & Company | — | 1 | $39,990 |
| Winslow Capital Management | Investment management | 1 | $28,100 |
| Franklin Templeton PPG, LLC | — | 1 | $26,796 |
| Congress Asset MGMT Co. | Investment management | 1 | $20,672 |
| Brown Advisory | Investment management | 1 | $16,688 |
| Atalanta Sosnoff Management | Investment advisory (plan) | 1 | $15,869 |
| PNC Bank | Trustee (bank, trust company, or similar financial institution) | 1 | $15,077 |
| New Century Advisors | — | 1 | $13,099 |
| Harding Loevner | Investment management | 1 | $11,343 |
| SC&H Attest Services, P.C. | Accounting (including auditing) | 1 | $6,405 |
| Empower Annuity Insurance Company | — | 1 | $3,719 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Tidalhealth, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Tidalhealth 403(b) Plan and Tidalhealth Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Tidalhealth, Inc. contribute to its plans?
$2,920,976 in employer contributions across these plans in their latest plan years, about $286 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 Morgan Stanley Smith Barney LLC, Lincoln National Corporation, Wasatch Advisors and Hamlin Capital Management LLC 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.