Other · DOL Form 5500 · 2023
Owensboro Health, Inc. Retirement Plan
Data updated 2026-08-25
- $169M
- Total assets Near avg plan size
- 3,768
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $44,907
- Avg per participant Low balance/head
Official DOL plan name: Owensboro Health 403(b) Safe Harbor Plan · Sponsored by Owensboro Health, Inc. · Kentucky · Healthcare & Social Assistance
$169M in assets, 3,768 participants
Owensboro Health, Inc.'s Owensboro Health 403(b) Safe Harbor Plan reported $169M in total assets and 3,768 participants in its 2023 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.
- #16,761 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Owensboro Health 403(b) Safe Harbor Plan covers 3,768 participants in Kentucky, 5.8x the typical Kentucky plan (state average ~647 per filing). Assets: $169M.
- #16,761
- in Healthcare & Social Assistance (17,684 peers)
- +23.5%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Owensboro Health 403(b) Safe Harbor Plan's outsized position by total assets
Owensboro Health 403(b) Safe Harbor Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$169,210,034 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Owensboro Health 403(b) Safe Harbor Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owensboro Health 403(b) Safe Harbor Plan lands in the large band (3,768 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Owensboro Health 403(b) Safe Harbor Plan reported net income rose from -$6M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Owensboro Health 403(b) Safe Harbor Plan end-of-year assets rose from $137M in the plan year 2022 filing to $169M in the plan year 2023 filing.
- Owensboro Health 403(b) Safe Harbor Plan reported participants rose from 3,570 in the plan year 2022 filing to 3,768 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 611286361 · Owensboro Health, Inc. PY 2023 · Other
Owensboro Health 403(b) Safe Harbor Plan · $169M · 3,768 · 94th
- EOY $169M
- 5500 3,768
- ASSETS 94th
- PCT Other
- EIN near Gettysburg College Defined Contribution Retirement Plan
- RANK ind #16761
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 403(b) Safe Harbor Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $169M |
| Net Income | $32M |
| Employer EIN | 611286361 |
| Plan Effective Date | 2014-01-01 |
| 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 Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- Baptist Health Thrift Plan $1.1B · 790
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- Emh Retirement Savings Plan $179M · 1,706
- Appalachian Regional Healthcare, Inc. Thrift Plan $160M · 5,921
Owensboro Health 403(b) Safe Harbor Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Gettysburg College Defined Contribution Retirement Plan in PA ($169M); by covered participants it is Argonne National Laboratory 403(b) Employee Retirement Plan in IL (3,798 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($169M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,768 participants); asset peers above are excluded.
- Argonne National Laboratory 403(b) Employee Retirement Plan (IL) 3,798 · 30 off
- Loma Linda University Faculty Medical Group Tsa Plan (CA) 3,806 · 38 off
- Rhd Investors Choice 403(b) Plan (PA) 3,721 · 47 off
- Nonprofit Association of the Midlands 403(b) Plan (NE) 3,715 · 53 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.