Other · DOL Form 5500 · 2022
Owensboro Health, Inc. Retirement Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 3,570
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $38,392
- Avg per participant Low balance/head
Official DOL plan name: Owensboro Health 403(b) Safe Harbor Plan · Sponsored by Owensboro Health, Inc. · Kentucky · Healthcare & Social Assistance
$137M in assets, 3,570 participants
Owensboro Health, Inc.'s Owensboro Health 403(b) Safe Harbor Plan reported $137M in total assets and 3,570 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #19,064 in Healthcare & Social Assistance (20,060 peers)
Coverage in Kentucky
Owensboro Health 403(b) Safe Harbor Plan covers 3,570 participants in Kentucky, 5.5x the typical Kentucky plan (state average ~647 per filing). Assets: $137M.
- #19,064
- in Healthcare & Social Assistance (20,060 peers)
- -4.0%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Owensboro Health 403(b) Safe Harbor Plan's outsized position by total assets
Owensboro Health 403(b) Safe Harbor Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$137,061,179 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Owensboro Health 403(b) Safe Harbor Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owensboro Health 403(b) Safe Harbor Plan lands in the large band (3,570 participants).
Plan-year Form 5500 strip
Filing strip 611286361 · Owensboro Health, Inc. PY 2022 · Other
Owensboro Health 403(b) Safe Harbor Plan · $137M · 3,570 · 94th
- EBSA $137M
- PART 3,570
- TYPE 94th
- NET Other
- BOOK near Allegheny College Defined Contribution Retirement Plan
- VS-ST ind #19064
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 Kentucky →
Owensboro Health 403(b) Safe Harbor Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | -$6M |
| Employer EIN | 611286361 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Owensboro Health, Inc.)
Sponsor-wide plan assets over time
All Owensboro Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $457M 23.03506588963366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,177 | $372M |
| 2023 | 3 | 6,278 | $408M |
| 2024 | 3 | 5,718 | $457M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.5B · 17,896
- Baptist Health Thrift Plan $1.1B · 21,780
- Electrical Workers Local 369 Retirement Fund $418M · 3,424
- King's Daughters' Medical Center Matching Contribution Plan $180M · 4,594
- Emh Retirement Savings Plan $156M · 1,630
Owensboro Health 403(b) Safe Harbor Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Allegheny College Defined Contribution Retirement Plan in PA ($137M); by covered participants it is The Cambridge Health Alliance Partnership Plan in MA (3,569 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,570 participants); asset peers above are excluded.
- The Cambridge Health Alliance Partnership Plan (MA) 3,569 · 1 off
- Swedishamerican 403(b) Incentivesaver Plan (IL) 3,571 · 1 off
- Blessing Corporate Services Employees Savings Plan (IL) 3,579 · 9 off
- Yai Network Affiliates 403(b) Plan (NY) 3,580 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.