401(k)
2022 plan-year 401(k) DOL Form 5500

New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by New Lexington Clinic, P.S.C. · Kentucky · Healthcare & Social Assistance

What the 2023 filing shows

New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan holds $199M for 1,011 participants — about $196,634 per participant, down 19.3% over the 2022 plan year.

$199M
total plan assets (2022 EOY)
1,011
covered participants
$196,634
avg assets per participant
-19.3%
assets change YoY

The plan reported a net loss of $48M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$199M
Participants
1,011
State
Industry
Healthcare & Social Assistance

What the Filing Says About New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan

New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan is a 401(k) retirement plan sponsored by New Lexington Clinic, P.S.C., headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $199M in total end-of-year assets and covers 1,011 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 611262927, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $246M at the beginning of 2022 to $199M at year-end — a decline of 19.3%. Net assets (after liabilities) closed the year at $199M, with reported net income of $-47,524,201 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 — 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)$246M
Total Assets (End of Year)$199M
Net Assets (End of Year)$199M
Net Income$-47,524,201
Plan Type401(k)
Employer EIN611262927
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Lexington Clinic, P.S.C.)

Year Plans Participants Total Assets
2022 1 1,011 $199M
2023 1 1,071 $251M
2024 1 1,392 $295M

Nearby 401(k) Plans in Kentucky

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

Frequently Asked Questions

How much money is in the New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan?
As of the 2022 Form 5500 filing, New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan holds $199M in total assets with 1,011 participants. It is sponsored by New Lexington Clinic, P.S.C..
What type of plan is New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan?
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 611262927.
Who sponsors the New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan?
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan is sponsored by New Lexington Clinic, P.S.C., located in Kentucky. The sponsor's EIN is 611262927 and the plan operates in the Healthcare & Social Assistance industry.
How did New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan perform in 2022?
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan declined by 19.3% during 2022, moving from $246M to $199M in total assets. Net income was $-47,524,201.
Where can I find official filings for New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan?
Official Form 5500 filings for New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 611262927 or plan name at efast.dol.gov.
How does New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan compare to other plans?
You can compare New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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) — original filing retrieval by EIN 611262927.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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