Other · DOL Form 5500 · 2022
Caldwell Medical Center Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 246
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $14,613
- Avg per participant Low balance/head
Official DOL plan name: Caldwell Medical Center Inc. Tax Deferred Annuity Plan · Sponsored by Caldwell Medical Center · Kentucky · Healthcare & Social Assistance
$4M in assets, 246 participants
Caldwell Medical Center's Caldwell Medical Center Inc. Tax Deferred Annuity Plan reported $4M in total assets and 246 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #9,716 in Healthcare & Social Assistance (20,060 peers)
Coverage in Kentucky
Caldwell Medical Center Inc. Tax Deferred Annuity Plan covers 246 participants in Kentucky, about 38% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.
- #9,716
- in Healthcare & Social Assistance (20,060 peers)
- -23.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Caldwell Medical Center Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Caldwell Medical Center Inc. Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,594,890 44th percentile higher than 44% 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
Caldwell Medical Center Inc. Tax Deferred Annuity 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. Caldwell Medical Center Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (246 participants).
Plan-year Form 5500 strip
Filing strip 610432526 · Caldwell Medical Center PY 2022 · Other
Caldwell Medical Center Inc. Tax Deferred Annuity Plan · $4M · 246 · 44th
- PCT $4M
- PCT 246
- PCT 44th
- PCT Other
- PCT near 403(b) Thrift Plan for Employees of Jewish Community Center of Staten Island, Incorporated
- PCT ind #9716
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 →
Caldwell Medical Center Inc. Tax Deferred Annuity Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 610432526 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caldwell Medical Center)
Sponsor-wide plan assets over time
All Caldwell Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 37.98897880046399% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 246 | $4M |
| 2023 | 1 | 234 | $4M |
| 2024 | 1 | 231 | $5M |
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
- Emh Retirement Savings Plan $156M · 1,630
Caldwell Medical Center Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is 403(b) Thrift Plan for Employees of Jewish Community Center of Staten Island, Incorporated in NY ($4M); by covered participants it is Group Health Plan, Inc. 403(b)(7) Plan in MN (246 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (246 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.