Big Sandy Health Care, Inc Tax Deferred Annuity Plan
ERISA Form 5500 plan record drawn from DOL EBSA โ verify with linked source filings below.
Sponsored by Big Sandy Health Care, Inc ยท Kentucky ยท Healthcare & Social Assistance
What the 2023 filing shows
Big Sandy Health Care, Inc Tax Deferred Annuity Plan holds $13M for 325 participants - about $40,127 per participant, down 5.9% over the 2022 plan year.
- $13M
- total plan assets (2022 EOY)
- 325
- covered participants
- $40,127
- avg assets per participant
- -5.9%
- assets change YoY
The plan reported a net loss of $814K for the year โ a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Big Sandy Health Care, Inc Tax Deferred Annuity Plan
Big Sandy Health Care, Inc Tax Deferred Annuity Plan is a Profit Sharing retirement plan sponsored by Big Sandy Health Care, Inc, headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 325 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 610849776, and the plan has been effective since 1979-02-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $14M at the beginning of 2022 to $13M at year-end โ a decline of 5.9%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-813,864 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $14M |
| Total Assets (End of Year) | $13M |
| Net Assets (End of Year) | $13M |
| Net Income | $-813,864 |
| Plan Type | Profit Sharing |
| Employer EIN | 610849776 |
| Plan Effective Date | 1979-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Big Sandy Health Care, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 325 | $13M |
| 2023 | 1 | 333 | $15M |
| 2024 | 1 | 349 | $18M |
Nearby Profit Sharing Plans in Kentucky
Peer Profit Sharing plans โ same state, same plan type โ ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B ยท 20,109
- UPS/Ipa 401(k) Savings Plan $1.3B ยท 3,159
- Electrical Workers Local 369 Retirement Fund $488M ยท 3,313
- UPS/Ibt Local 2727 401(k) Plan $446M ยท 1,811
- Gray Retirement Savings Plan $186M ยท 2,003
Related Data
Guides
Frequently Asked Questions
How much money is in the Big Sandy Health Care, Inc Tax Deferred Annuity Plan? ▼
What type of plan is Big Sandy Health Care, Inc Tax Deferred Annuity Plan? ▼
Who sponsors the Big Sandy Health Care, Inc Tax Deferred Annuity Plan? ▼
How did Big Sandy Health Care, Inc Tax Deferred Annuity Plan perform in 2022? ▼
Where can I find official filings for Big Sandy Health Care, Inc Tax Deferred Annuity Plan? ▼
How does Big Sandy Health Care, Inc Tax Deferred Annuity Plan compare to other plans? ▼
Explore PlainRetire
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) โ original filing retrieval by EIN 610849776.
Reference: IRS Publication 560 โ Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B โ Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology โ how this data is sourced, computed, and verified.