Other · DOL Form 5500 · 2022

Owensboro Health, Inc. Retirement Plan

Data updated 2026-08-11

$118M
Total assets
1,307
Participants
94th
Percentile by assets
$90,400
Avg per participant
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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.

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

$118M
total plan assets (2022 EOY)
1,307
covered participants
94th
percentile by assets (of 139,126 plans)
$90,400
avg assets per participant

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.

Where Owensboro Health 403(b) Match Plan sits 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 $2,010,000,000 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

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Owensboro Health 403(b) Match Plan reports 1,307 participants - 2.0x that state average ($118M EOY assets).

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.)

$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) Match Plan vs. nearby Other plans in Kentucky, assets vs. participants

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…Norton Healthcare 40…Baptist Health Thrif…Electrical Workers L…King's Daughters' Me…Emh Retirement Savin…
Owensboro Health 403(b) Match Plan vs. nearby Other plans in Kentucky, assets vs. participants

Similar-Sized Other Plans Nationally

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

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).

Filing takeaways

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