Other · DOL Form 5500 · 2022
Jennie Stuart Medical Center Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 1,017
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $25,272
- Avg per participant Low balance/head
Official DOL plan name: Jennie Stuart Medical Center 403(b) Plan · Sponsored by Jennie Stuart Medical Center · Kentucky · Healthcare & Social Assistance
$26M in assets, 1,017 participants
Jennie Stuart Medical Center's Jennie Stuart Medical Center 403(b) Plan reported $26M in total assets and 1,017 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #16,795 in Healthcare & Social Assistance (20,060 peers)
Where Jennie Stuart Medical Center 403(b) Plan sits by assets
Jennie Stuart Medical Center 403(b) Plan sits in the top quartile of all filed plans by assets, $26M for 1,017 participants (~$25,272/participant), down 8.3% in 2022.
- #16,795
- in Healthcare & Social Assistance (20,060 peers)
- -8.3%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jennie Stuart Medical Center 403(b) Plan's outsized position by total assets
Jennie Stuart Medical Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,701,703 Top 19% higher than 81% 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
Jennie Stuart Medical Center 403(b) 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. Jennie Stuart Medical Center 403(b) Plan lands in the large band (1,017 participants).
EBSA filing schedule strip
Filing strip 610482973 · Jennie Stuart Medical Center PY 2022 · Other
Jennie Stuart Medical Center 403(b) Plan · $26M · 1,017 · 81st
- NET $26M
- NET 1,017
- NET 81st
- NET Other
- NET near Agespan, Inc. Tax Sheltered Annuity Plan
- NET ind #16795
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 →
Jennie Stuart Medical Center 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$2M |
| Employer EIN | 610482973 |
| Plan Effective Date | 2016-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jennie Stuart Medical Center)
Sponsor-wide plan assets over time
All Jennie Stuart Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 58.94936222708667% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,017 | $26M |
| 2023 | 1 | 1,086 | $33M |
| 2024 | 1 | 1,088 | $41M |
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
Jennie Stuart Medical Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Agespan, Inc. Tax Sheltered Annuity Plan in MA ($26M); by covered participants it is Tanana Chiefs Conference 403b Retirement Savings Plan in AK (1,017 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Agespan, Inc. Tax Sheltered Annuity Plan (MA) $26M · 451
- The Northwest School of the Arts, Humanities and Environment Defined Contribution Retirement Plan (WA) $26M · 142
- Shattuck-St. Mary's School Defined Contribution Retirement Plan (MN) $26M · 363
- Claflin University DC Retirement Plan (SC) $26M · 271
Similar participant headcount
Nearest other-state filings by covered participants (1,017 participants); asset peers above are excluded.
- Tanana Chiefs Conference 403b Retirement Savings Plan (AK) 1,017 · 0 off
- Legacy Lifecare 403(b) Plan (MA) 1,018 · 1 off
- Defined Contribution Retirement Plan for Faculty of the University of Miami (FL) 1,019 · 2 off
- Anna Jaques 403(b) Retirement Plan (MA) 1,021 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.