Other · DOL Form 5500 · 2023

Owensboro Health, Inc. Retirement Plan

Data updated 2026-08-11

$123M
Total assets
1,200
Participants
93rd
Percentile by assets
$102,618
Avg per participant
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Official DOL plan name: Owensboro Health 403(b) Match Plan · Sponsored by Owensboro Health, Inc. · Kentucky · Healthcare & Social Assistance

$123M in assets, 1,200 participants

Owensboro Health, Inc.'s Owensboro Health 403(b) Match Plan reported $123M in total assets and 1,200 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #16,535 in Healthcare & Social Assistance (17,684 peers)

Where Owensboro Health 403(b) Match Plan sits by assets

Owensboro Health 403(b) Match Plan sits in the top 10% of all filed plans by assets, $123M for 1,200 participants (~$102,618/participant), up 4.2% in 2023.

$123M
total plan assets (2023 EOY)
1,200
covered participants
93rd
percentile by assets (of 127,072 plans)
$102,618
avg assets per participant

Where Owensboro Health 403(b) Match Plan sits by total assets

Owensboro Health 403(b) Match Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$123,141,737 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Owensboro Health 403(b) Match Plan reported net income rose from -$27M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Owensboro Health 403(b) Match Plan reported participants fell from 1,307 in the plan year 2022 filing to 1,200 in the plan year 2023 filing.
  • Owensboro Health 403(b) Match Plan end-of-year assets rose from $118M in the plan year 2022 filing to $123M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Kentucky
Industry
Healthcare & Social Assistance

Owensboro Health 403(b) Match Plan vs the 2023 asset distribution

By assets, Owensboro Health 403(b) Match Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$123M
Net Income$5M
Employer EIN611286361
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owensboro Health, Inc.)

$350M$400M$450M$500M 202220232024 $372M $457M ▲ +23.0%
Total plan assets by year, all Owensboro Health, Inc. plans on file
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.

Owensboro Health 403(b) Match Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Owensboro Health 403…, Total assets ($B): 0.123141737 · Participants: 1200Owensboro Health 403…Norton Healthcare 40…, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 40…Baptist Health Thrif…, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrif…Electrical Workers L…, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers L…Emh Retirement Savin…, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savin…Owensboro Health 403…, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403…
Owensboro Health 403(b) Match Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Owensboro Health 403(b) Match Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Owensboro Health 403(b) Match Plan by total assets, not by location.

Frequently Asked Questions

How did Owensboro Health 403(b) Match Plan assets move in 2023? ▼
Owensboro Health 403(b) Match Plan edged up modestly - up 4.2% during 2023, from $118M to $123M. Reported net income was $5M.
How have Owensboro Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owensboro Health, Inc.'s sponsor-wide assets grew 23.0%, from $372M to $457M.
Where does Owensboro Health 403(b) Match Plan rank by assets among Form 5500 filers? ▼
Owensboro Health 403(b) Match Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Owensboro Health 403(b) Match Plan? ▼
Among Other plans in other states, the closest by assets is Carthage College Defined Contribution Plan in WI ($123M, 382 participants).

Next read for Owensboro Health 403(b) Match Plan

Scale reading

Ways to act on Owensboro Health 403(b) Match Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611286361.

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.