Other · DOL Form 5500 · 2022
Ephraim Mcdowell Health Retirement Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 1,630
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $95,822
- Avg per participant Below avg balance/head
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.
- #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.
- #19,145
- in Healthcare & Social Assistance (20,060 peers)
- -13.4%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
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.
Emh Retirement Savings Plan's outsized position by total assets
Emh Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$156,189,306 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Emh Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Emh Retirement Savings Plan lands in the large band (1,630 participants).
Form 5500 schedule snapshot
Filing strip 610492356 · Ephraim Mcdowell Health PY 2022 · Other
Emh Retirement Savings Plan · $156M · 1,630 · 95th
- SCH $156M
- SCH 1,630
- SCH 95th
- SCH Other
- SCH near Claremont Graduate University Academic Retirement Plan
- SCH ind #19145
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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
Emh Retirement Savings Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $180M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | -$24M |
| Employer EIN | 610492356 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ephraim Mcdowell Health)
Sponsor-wide plan assets over time
All Ephraim Mcdowell Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $203M 29.705985120389737% vs 2022
- 2024 filing year
| 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.
- Norton Healthcare 403(b) Retirement Savings Plan $1.5B · 17,896
- Baptist Health Thrift Plan $1.1B · 21,780
- Electrical Workers Local 369 Retirement Fund $418M · 3,424
- King's Daughters' Medical Center Matching Contribution Plan $180M · 4,594
- Appalachian Regional Healthcare, Inc. Thrift Plan $148M · 4,334
Emh Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Claremont Graduate University Academic Retirement Plan in CA ($156M); by covered participants it is El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan in AZ (1,633 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
- Claremont Graduate University Academic Retirement Plan (CA) $156M · 514
- Nwea DC Plan (OR) $157M · 782
- Assoc of Independent Colleges and Universities of Ohio Mep (OH) $156M · 804
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) $155M · 2,708
Similar participant headcount
Nearest other-state filings by covered participants (1,630 participants); asset peers above are excluded.
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan (AZ) 1,633 · 3 off
- Vassar College 403(b) Retirement Plan (NY) 1,639 · 9 off
- Smith College Defined Contribution Retirement Plan (MA) 1,646 · 16 off
- Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) (FL) 1,614 · 16 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.