Other · DOL Form 5500 · 2022

Owensboro Health, Inc. Retirement Plan

Data updated 2026-08-11

$137M
Total assets
3,570
Participants
94th
Percentile by assets
$38,392
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$137M
total plan assets (2022 EOY)
3,570
covered participants
94th
percentile by assets (of 139,126 plans)
$38,392
avg assets per participant

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.

Where Owensboro Health 403(b) Safe Harbor Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Kentucky
Industry
Healthcare & Social Assistance

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Owensboro Health 403(b) Safe Harbor Plan reports 3,570 participants - 5.5x that state average ($137M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$137M
Net Income-$6M
Employer EIN611286361
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owensboro Health, Inc.)

$350M$400M$450M$500M 202220232024 $372M $457M ▲ +23.0%
Total plan assets by year, all Owensboro Health, Inc. plans on file
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.

Owensboro Health 403(b) Safe Harbor Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.52 Total assets ($B) Participants Owensboro Health 403…, Total assets ($B): 0.137061179 · Participants: 3570Owensboro Health 403…Norton Healthcare 40…, Total assets ($B): 1.451656853 · Participants: 17896Norton Healthcare 40…Baptist Health Thrif…, Total assets ($B): 1.070436561 · Participants: 21780Baptist Health Thrif…Electrical Workers L…, Total assets ($B): 0.418333564 · Participants: 3424Electrical Workers L…King's Daughters' Me…, Total assets ($B): 0.180410127 · Participants: 4594King's Daughters' Me…Emh Retirement Savin…, Total assets ($B): 0.156189306 · Participants: 1630Emh Retirement Savin…
Owensboro Health 403(b) Safe Harbor Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Owensboro Health 403(b) Safe Harbor Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Owensboro Health 403(b) Safe Harbor Plan by total assets, not by location.

Frequently Asked Questions

How did Owensboro Health 403(b) Safe Harbor Plan assets move in 2022? ▼
Owensboro Health 403(b) Safe Harbor Plan edged down modestly - down 4.0% during 2022, from $143M to $137M. Reported net income was -$6M.
How have Owensboro Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owensboro Health, Inc.'s sponsor-wide assets grew 23.0%, from $372M to $457M.
Where does Owensboro Health 403(b) Safe Harbor Plan rank by assets among Form 5500 filers? ▼
Owensboro Health 403(b) Safe Harbor Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Owensboro Health 403(b) Safe Harbor Plan? ▼
Among Other plans in other states, the closest by assets is Allegheny College Defined Contribution Retirement Plan in PA ($137M, 371 participants).

Next read for Owensboro Health 403(b) Safe Harbor Plan

Filing takeaways

Ways to act on Owensboro Health 403(b) Safe Harbor Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611286361.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.