Defined Benefit (Pension) · DOL Form 5500 · 2022

Norton Healthcare, Inc. Pension Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
2,756
Participants Above avg headcount
95th
Percentile by assets National rank
$58,804
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Norton Healthcare, Inc. Retirement Plan · Sponsored by Norton Healthcare, Inc. · Kentucky · Healthcare & Social Assistance

$162M in assets, 2,756 participants

Norton Healthcare, Inc.'s Norton Healthcare, Inc. Retirement Plan reported $162M in total assets and 2,756 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.

  • #19,163 in Healthcare & Social Assistance (20,060 peers)

Coverage in Kentucky

Norton Healthcare, Inc. Retirement Plan covers 2,756 participants in Kentucky, 4.3x the typical Kentucky plan (state average ~647 per filing). Assets: $162M.

#19,163
in Healthcare & Social Assistance (20,060 peers)
-22.7%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Norton Healthcare, Inc. Retirement Plan's outsized position by total assets

Norton Healthcare, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$162,062,794 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Norton Healthcare, Inc. Retirement 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. Norton Healthcare, Inc. Retirement Plan lands in the large band (2,756 participants).

DOL schedule card

Filing strip 611028725 · Norton Healthcare, Inc. PY 2022 · Defined Benefit (Pension)

Norton Healthcare, Inc. Retirement Plan · $162M · 2,756 · 95th

  • SCH $162M
  • EBSA 2,756
  • PART 95th
  • TYPE Defined Benefit (Pension)
  • NET near Dhl Retirement Pension Plan
  • BOOK ind #19163

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, Inc. Retirement Plan in the asset neighbourhood

Kern County Electrical Workers Pension FundKern County Electrical Worke…$162MNorton Healthcare, Inc. Retirement PlanNorton Healthcare, Inc. Reti…$162MDhl Retirement Pension Plan$162MBristol-Myers Squibb Puerto Rico Inc, Retirement Income PlanBristol-Myers Squibb Puerto …$162MRetirement Plan and Trust for Employees of Credit Human Federal Credit UnionRetirement Plan and Trust fo…$162M
End-of-year total assets ($M) among Norton Healthcare, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$210M
Net Assets (End of Year)$162M
Net Income-$47M
Employer EIN611028725
Plan Effective Date1991-01-01
Filing StatusFILING 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
$1.5B$2B$2.5B$3B 202220232024 $1.61B $2.44B ▲ +51.6%
Year Plans Participants Total Assets
2022 2 20,652 $1.6B
2023 2 22,664 $2.1B
2024 2 24,212 $2.4B

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Norton Healthcare, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 00.511.5 Total assets ($B) Participants Norton Healthcare, Inc. Retirement Plan, Total assets ($B): 0.162062794 · Participants: 2756Norton Healthcare, Inc. Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Norton Healthcare, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Norton Healthcare, Inc. Retirement Plan side-by-side with 3 peers →

Norton Healthcare, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Dhl Retirement Pension Plan in FL ($162M); by covered participants it is Securian Financial Group Inc Retirement Plan and Trust Agreement in MN (2,753 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,756 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.

Frequently Asked Questions

How did Norton Healthcare, Inc. Retirement Plan assets move in 2022? ▼
Norton Healthcare, Inc. Retirement Plan declined sharply - down 22.7% during 2022, from $210M to $162M. Reported net income was -$47M.
How have Norton Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norton Healthcare, Inc.'s sponsor-wide assets grew 51.4%, from $1.6B to $2.4B.
Where does Norton Healthcare, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Norton Healthcare, Inc. Retirement 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 Defined Benefit (Pension) plans are similar in size to Norton Healthcare, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dhl Retirement Pension Plan in FL ($162M, 2,466 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Norton Healthcare, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Securian Financial Group Inc Retirement Plan and Trust Agreement in MN (2,753 participants, $1.1B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611028725.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.