Other · DOL Form 5500 · 2022

Ephraim Mcdowell Health Retirement Plan

Data updated 2026-08-11

$156M
Total assets
1,630
Participants
95th
Percentile by assets
$95,822
Avg per participant
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Official DOL plan name: Emh Retirement Savings Plan · Sponsored by Ephraim Mcdowell Health · Kentucky · Healthcare & Social Assistance

$156M in assets, 1,630 participants

Ephraim Mcdowell Health's Emh Retirement Savings Plan reported $156M in total assets and 1,630 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #19,145 in Healthcare & Social Assistance (20,060 peers)

Coverage in Kentucky

Emh Retirement Savings Plan covers 1,630 participants in Kentucky, 2.5x the typical Kentucky plan (state average ~647 per filing). Assets: $156M.

$156M
total plan assets (2022 EOY)
1,630
covered participants
95th
percentile by assets (of 139,126 plans)
$95,822
avg assets per participant

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Emh Retirement Savings Plan reports 1,630 participants - 2.5x that state average ($156M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$180M
Net Assets (End of Year)$156M
Net Income-$24M
Employer EIN610492356
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ephraim Mcdowell Health)

$140M$160M$180M$200M$220M 202220232024 $156M $203M ▲ +29.7%
Total plan assets by year, all Ephraim Mcdowell Health plans on file
Year Plans Participants Total Assets
2022 1 1,630 $156M
2023 1 1,706 $179M
2024 1 1,851 $203M

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Emh Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants

Emh Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.52 Total assets ($B) Participants Emh Retirement Savin…Norton Healthcare 40…Baptist Health Thrif…Electrical Workers L…King's Daughters' Me…Appalachian Regional…
Emh Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Emh Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Emh Retirement Savings Plan assets move in 2022?
Emh Retirement Savings Plan pulled back noticeably - down 13.4% during 2022, from $180M to $156M. Reported net income was -$24M.
How have Ephraim Mcdowell Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Ephraim Mcdowell Health's sponsor-wide assets grew 29.7%, from $156M to $203M.
Where does Emh Retirement Savings Plan rank by assets among Form 5500 filers?
Emh Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Emh Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Claremont Graduate University Academic Retirement Plan in CA ($156M, 514 participants).

Filing takeaways

Ways to act on Emh Retirement Savings Plan's numbers.