Other · DOL Form 5500 · 2022
Norton Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 17,896
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $81,116
- Avg per participant Below avg balance/head
Official DOL plan name: Norton Healthcare 403(b) Retirement Savings Plan · Sponsored by Norton Healthcare, Inc. · Kentucky · Healthcare & Social Assistance
$1.5B in assets, 17,896 participants
Norton Healthcare, Inc.'s Norton Healthcare 403(b) Retirement Savings Plan reported $1.5B in total assets and 17,896 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,947 in Healthcare & Social Assistance (20,060 peers)
Coverage in Kentucky
Norton Healthcare 403(b) Retirement Savings Plan covers 17,896 participants in Kentucky, 28x the typical Kentucky plan (state average ~647 per filing). Assets: $1.5B.
- #19,947
- in Healthcare & Social Assistance (20,060 peers)
- -12.9%
- assets change YoY
- 15×
- vs typical plan assets (national mean)
The plan reported a net loss of $216M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Norton Healthcare 403(b) Retirement Savings Plan's outsized position by total assets
Norton Healthcare 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,451,656,853 Top 1% higher than 99% 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
Norton Healthcare 403(b) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norton Healthcare 403(b) Retirement Savings Plan is a mega filing (17,896 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 611028725 · Norton Healthcare, Inc. PY 2022 · Other
Norton Healthcare 403(b) Retirement Savings Plan · $1.5B · 17,896 · 99th
- TYPE $1.5B
- NET 17,896
- BOOK 99th
- VS-ST Other
- BOY near Mclaren Employees' 403(b) Retirement Plan
- SCH ind #19947
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 →
Norton Healthcare 403(b) Retirement Savings Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | -$216M |
| Employer EIN | 611028725 |
| Plan Effective Date | 1983-06-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Norton Healthcare, Inc.)
Sponsor-wide plan assets over time
All Norton Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.4B 51.40092652041683% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,652 | $1.6B |
| 2023 | 2 | 22,664 | $2.1B |
| 2024 | 2 | 24,212 | $2.4B |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Appalachian Regional Healthcare, Inc. Thrift Plan $148M · 4,334
Scale composition for Norton Healthcare 403(b) Retirement Savings Plan
Norton Healthcare 403(b) Retirement Savings Plan reports $1.5B in end-of-year assets across 17,896 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $81,116 per participant (59% of the national average assets-per-participant) . Net income for plan year 2022 was -$216M.
This plan identity (EIN 611028725, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.3B (+56.7%) while covered participants moved from 17,896 to 21,863 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,896 | $1.5B | This page |
| 2023 | 20,109 | $1.9B | Open filing |
| 2024 · index core | 21,863 | $2.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Norton Healthcare 403(b) Retirement Savings Plan (Other, $2.3B, 21,863 participants)
- Norton Healthcare, Inc. Retirement Plan (Defined Benefit (Pension), $169M, 2,349 participants)
Norton Healthcare 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Mclaren Employees' 403(b) Retirement Plan in MI ($1.4B); by covered participants it is Fca US LLC Salaried Employees' Savings Plan in MI (17,796 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Mclaren Employees' 403(b) Retirement Plan (MI) $1.4B · 21,255
- Drexel University Defined Contribution Retirement Plan (PA) $1.4B · 4,157
- Children's Hospital Medical Center Employee Savings Plan (OH) $1.4B · 12,987
- Syracuse University Noncontributory Retirement Plan (NY) $1.5B · 5,014
Similar participant headcount
Nearest other-state filings by covered participants (17,896 participants); asset peers above are excluded.
- Fca US LLC Salaried Employees' Savings Plan (MI) 17,796 · 100 off
- Inova Health System 403(b) Plan (VA) 17,563 · 333 off
- Montefiore Medical Center 403(b) Plan (NY) 17,563 · 333 off
- Johns Hopkins Health System Corporation 403(b) Plan (MD) 17,244 · 652 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.