Profit Sharing · DOL Form 5500 · 2022

Breckinridge Health, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
271
Participants Below avg headcount
47th
Percentile by assets National rank
$15,214
Avg per participant Low balance/head
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Official DOL plan name: Breckinridge Health, Inc, 403(b) Plan · Sponsored by Breckinridge Health, Inc. · Kentucky · Healthcare & Social Assistance

$4M in assets, 271 participants

Breckinridge Health, Inc.'s Breckinridge Health, Inc, 403(b) Plan reported $4M in total assets and 271 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #10,384 in Healthcare & Social Assistance (20,060 peers)

Coverage in Kentucky

Breckinridge Health, Inc, 403(b) Plan covers 271 participants in Kentucky, about 42% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#10,384
in Healthcare & Social Assistance (20,060 peers)
-18.9%
assets change YoY

The plan reported a net loss of $965K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Breckinridge Health, Inc, 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Breckinridge Health, Inc, 403(b) Plan vs every filed plan by assets

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

$4,122,941 47th percentile higher than 47% 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

Breckinridge Health, Inc, 403(b) 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. Breckinridge Health, Inc, 403(b) Plan sits mid-pack in the medium band (271 participants).

Plan-year Form 5500 strip

Filing strip 610525158 · Breckinridge Health, Inc. PY 2022 · Profit Sharing

Breckinridge Health, Inc, 403(b) Plan · $4M · 271 · 47th

  • IND $4M
  • EOY 271
  • 5500 47th
  • ASSETS Profit Sharing
  • PCT near United Security, Inc. Retirement Plan
  • EIN ind #10384

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 →

Breckinridge Health, Inc, 403(b) Plan in the asset neighbourhood

R W Aiken Insurance Agency, Inc. Profit Sharing PlanR W Aiken Insurance Agency, …$4MBreckinridge Health, Inc, 403(b) PlanBreckinridge Health, Inc, 40…$4MUnited Security, Inc. Retirement PlanUnited Security, Inc. Retire…$4MPremier Storage Concepts, Inc. Retirement PlanPremier Storage Concepts, In…$4MRepublic Services, Inc. Comprehensive PlanRepublic Services, Inc. Comp…$4M
End-of-year total assets ($M) among Breckinridge Health, Inc, 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$965K
Employer EIN610525158
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Breckinridge Health, Inc.)

Sponsor-wide plan assets over time

All Breckinridge Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 13.680962206347363% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.12M $4.69M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 271 $4M
2023 1 287 $4M
2024 1 288 $5M

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Breckinridge Health, Inc, 403(b) Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Breckinridge Health, Inc, 403(b) Plan, Total assets ($B): 0.004122941 · Participants: 271Breckinridge Health, Inc, 403(b) PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.024256798 · Participants: 31174Commonspirit Health ERISA 403(b) PlanMaterial Handling Systems, Inc. Savings and Investment Plan, Total assets ($B): 0.139762597 · Participants: 146Material Handling Systems, Inc. Savings and Investment PlanKing's Daughters' Medical Center Base Contribution Plan, Total assets ($B): 0.081517752 · Participants: 2971King's Daughters' Medical Center Base Contribution PlanCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.067192763 · Participants: 2809Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.037465388 · Participants: 478Dismas Charities, Inc. Retirement Plan
Breckinridge Health, Inc, 403(b) Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Breckinridge Health, Inc, 403(b) Plan side-by-side with 3 peers →

Breckinridge Health, Inc, 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is United Security, Inc. Retirement Plan in NJ ($4M); by covered participants it is Lowenstein Sandler 2016 Profit Sharing Plan in NJ (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Breckinridge Health, Inc, 403(b) Plan assets move in 2022? ▼
Breckinridge Health, Inc, 403(b) Plan declined sharply - down 18.9% during 2022, from $5M to $4M. Reported net income was -$965K.
How have Breckinridge Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Breckinridge Health, Inc.'s sponsor-wide assets grew 13.7%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Breckinridge Health, Inc, 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is United Security, Inc. Retirement Plan in NJ ($4M, 388 participants).
Which Profit Sharing plans cover a similar participant headcount to Breckinridge Health, Inc, 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lowenstein Sandler 2016 Profit Sharing Plan in NJ (271 participants, $21M 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 610525158.

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.