401(k) · DOL Form 5500 · 2022

Kentucky Medical Services Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
201
Participants Below avg headcount
75th
Percentile by assets National rank
$85,283
Avg per participant Below avg balance/head
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Official DOL plan name: Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan · Sponsored by Kentucky Medical Services Foundation, Inc. · Kentucky · Administrative & Support Services

$17M in assets, 201 participants

Kentucky Medical Services Foundation, Inc.'s Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan reported $17M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,348 in Administrative & Support Services (4,927 peers)

Coverage in Kentucky

Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan covers 201 participants in Kentucky, about 31% of the average Kentucky filer (state average ~647 per filing). Assets: $17M.

#4,348
in Administrative & Support Services (4,927 peers)
-15.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan's outsized position by total assets

Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$17,141,846 Top 25% higher than 75% 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

Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (201 participants).

Plan-year Form 5500 strip

Filing strip 610945743 · Kentucky Medical Services Foundation, Inc. PY 2022 · 401(k)

Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan · $17M · 201 · 75th

  • 5500 $17M
  • 5500 201
  • 5500 75th
  • 5500 401(k)
  • 5500 near Imaging Business Machines 401(k) Plan
  • 5500 ind #4348

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 Administrative & Support Services retirement plans → · Plans in Kentucky →

Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan in the asset neighbourhood

Kentucky Medical Services Foundation, Inc. 401(k) Retirement PlanKentucky Medical Services Fo…$17MImaging Business Machines 401(k) PlanImaging Business Machines 40…$17MRae Corporation 401(k) Plan$17MBhi Senior Living, Inc. Employee Retirement PlanBhi Senior Living, Inc. Empl…$17MJuly Pooled Employer Plan #2$17M
End-of-year total assets ($M) among Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN610945743
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kentucky Medical Services Foundation, Inc.)

Sponsor-wide plan assets over time

All Kentucky Medical Services Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $17.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 201 $17M
2023 1 178 $7M
2024 1 N/A N/A

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan, Total assets ($B): 0.017141846 · Participants: 201Kentucky Medical Services Foundation, Inc. 401(k) Retirement PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Imaging Business Machines 401(k) Plan in AL ($17M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan pulled back noticeably - down 15.0% during 2022, from $20M to $17M. Reported net income was -$3M.
Where does Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imaging Business Machines 401(k) Plan in AL ($17M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants, N/A 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 610945743.

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.