Defined Benefit (Pension) · DOL Form 5500 · 2022
Owensboro Health, Inc. Pension Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 1,300
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $89,685
- Avg per participant Below avg balance/head
Official DOL plan name: Owensboro Health Retirement Plan · Sponsored by Owensboro Health, Inc. · Kentucky · Healthcare & Social Assistance
$117M in assets, 1,300 participants
Owensboro Health, Inc.'s Owensboro Health Retirement Plan reported $117M in total assets and 1,300 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #18,941 in Healthcare & Social Assistance (20,060 peers)
Coverage in Kentucky
Owensboro Health Retirement Plan covers 1,300 participants in Kentucky, 2.0x the typical Kentucky plan (state average ~647 per filing). Assets: $117M.
- #18,941
- in Healthcare & Social Assistance (20,060 peers)
- -20.9%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Owensboro Health Retirement Plan's outsized position by total assets
Owensboro Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$116,590,417 Top 6% higher than 94% 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
Owensboro Health 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. Owensboro Health Retirement Plan lands in the large band (1,300 participants).
Form 5500 schedule snapshot
Filing strip 611286361 · Owensboro Health, Inc. PY 2022 · Defined Benefit (Pension)
Owensboro Health Retirement Plan · $117M · 1,300 · 94th
- SCH $117M
- EBSA 1,300
- PART 94th
- TYPE Defined Benefit (Pension)
- NET near Local 138 Pension Trust Fund
- BOOK ind #18941
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 →
Owensboro Health Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $147M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | -$31M |
| Employer EIN | 611286361 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Owensboro Health, Inc.)
Sponsor-wide plan assets over time
All Owensboro Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $457M 23.03506588963366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,177 | $372M |
| 2023 | 3 | 6,278 | $408M |
| 2024 | 3 | 5,718 | $457M |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.1B · 983
- Ashland Hercules Pension Plan $946M · 317
- Yum Brands Retirement Plan $754M · 4,539
- Brown-Forman Corporation Salaried Employees Retirement Plan $560M · 1,262
- Ashland Hercules Pension Plan II $415M · 285
Owensboro Health Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Local 138 Pension Trust Fund in NY ($116M); by covered participants it is Bremer Retirement Plan in MN (1,300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- Local 138 Pension Trust Fund (NY) $116M · 183
- Retirement Plan for Employees of Carmeuse Lime, Inc. and Subsidiaries (PA) $117M · 362
- Beebe Medical Center Pension Plan (DE) $117M · 778
- Herc Rentals Pension Plan (FL) $117M · 1,203
Similar participant headcount
Nearest other-state filings by covered participants (1,300 participants); asset peers above are excluded.
- Bremer Retirement Plan (MN) 1,300 · 0 off
- Ardagh North America Retirement Income Plan (IN) 1,298 · 2 off
- Integris Health, Inc. Retirement Plan a (OK) 1,297 · 3 off
- The New York Times Companies Pension Plan (NY) 1,304 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.