Other · DOL Form 5500 · 2022

Owensboro Health, Inc. Retirement Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
1,307
Participants Near avg headcount
94th
Percentile by assets National rank
$90,400
Avg per participant Below avg balance/head
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Official DOL plan name: Owensboro Health 403(b) Match Plan · Sponsored by Owensboro Health, Inc. · Kentucky · Healthcare & Social Assistance

$118M in assets, 1,307 participants

Owensboro Health, Inc.'s Owensboro Health 403(b) Match Plan reported $118M in total assets and 1,307 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.

  • #18,952 in Healthcare & Social Assistance (20,060 peers)

Coverage in Kentucky

Owensboro Health 403(b) Match Plan covers 1,307 participants in Kentucky, 2.0x the typical Kentucky plan (state average ~647 per filing). Assets: $118M.

#18,952
in Healthcare & Social Assistance (20,060 peers)
-18.5%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Owensboro Health 403(b) Match Plan's outsized position by total assets

Owensboro Health 403(b) Match Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$118,152,945 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Owensboro Health 403(b) Match 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) Match Plan lands in the large band (1,307 participants).

Published 5500 schedule card

Filing strip 611286361 · Owensboro Health, Inc. PY 2022 · Other

Owensboro Health 403(b) Match Plan · $118M · 1,307 · 94th

  • 5500 $118M
  • ASSETS 1,307
  • PCT 94th
  • EIN Other
  • RANK near Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan
  • PHOTO ind #18952

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) Match Plan in the asset neighbourhood

St. Lawrence Health System 403(b) Retirement PlanSt. Lawrence Health System 4…$119MThe College of Saint Rose 403(b) Retirement PlanThe College of Saint Rose 40…$118MOwensboro Health 403(b) Match PlanOwensboro Health 403(b) Matc…$118MRosalind Franklin University of Medicine and Science 403(b) Defined Contribution PlanRosalind Franklin University…$118MOneblood 403(b) Retirement PlanOneblood 403(b) Retirement P…$118M
End-of-year total assets ($M) among Owensboro Health 403(b) Match Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$118M
Net Income-$27M
Employer EIN611286361
Plan Effective Date2004-09-01
Filing StatusFILING 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
$350M$400M$450M$500M 202220232024 $372M $457M ▲ +23.0%
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) Match Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.52 Total assets ($B) Participants Owensboro Health 403(b) Match Plan, Total assets ($B): 0.118152945 · Participants: 1307Owensboro Health 403(b) Match PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.451656853 · Participants: 17896Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.070436561 · Participants: 21780Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.418333564 · Participants: 3424Electrical Workers Local 369 Retirement FundKing's Daughters' Medical Center Matching Contribution Plan, Total assets ($B): 0.180410127 · Participants: 4594King's Daughters' Medical Center Matching Contribution PlanEmh Retirement Savings Plan, Total assets ($B): 0.156189306 · Participants: 1630Emh Retirement Savings Plan
Owensboro Health 403(b) Match Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Owensboro Health 403(b) Match Plan side-by-side with 3 peers →

Owensboro Health 403(b) Match Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan in IL ($118M); by covered participants it is Ithaca College 403(b) Retirement Plan in NY (1,308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,307 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Owensboro Health 403(b) Match Plan assets move in 2022? ▼
Owensboro Health 403(b) Match Plan declined sharply - down 18.5% during 2022, from $145M to $118M. Reported net income was -$27M.
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) Match Plan rank by assets among Form 5500 filers? ▼
Owensboro Health 403(b) Match 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) Match Plan? ▼
Among Other plans in other states, the closest by assets is Rosalind Franklin University of Medicine and Science 403(b) Defined Contribution Plan in IL ($118M, 553 participants).
Which Other plans cover a similar participant headcount to Owensboro Health 403(b) Match Plan? ▼
Among Other plans in other states, the closest by covered participants is Ithaca College 403(b) Retirement Plan in NY (1,308 participants, $548M in assets).

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.