Other · DOL Form 5500 · 2023

Owensboro Health, Inc. Retirement Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
1,200
Participants Near avg headcount
93rd
Percentile by assets National rank
$102,618
Avg per participant Below avg balance/head
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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.

  • #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.

#16,535
in Healthcare & Social Assistance (17,684 peers)
+4.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Owensboro Health 403(b) Match Plan's outsized position 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 $2,050,000,000 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 2023

Owensboro Health 403(b) Match 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) Match Plan lands in the large band (1,200 participants).

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 →

Published 5500 schedule card

Filing strip 611286361 · Owensboro Health, Inc. PY 2023 · Other

Owensboro Health 403(b) Match Plan · $123M · 1,200 · 93rd

  • EIN $123M
  • EIN 1,200
  • EIN 93rd
  • EIN Other
  • EIN near Carthage College Defined Contribution Plan
  • EIN ind #16535

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) Match Plan in the asset neighbourhood

Institute of International Education 403(b) Retirement PlanInstitute of International E…$123MCarthage College Defined Contribution PlanCarthage College Defined Con…$123MOwensboro Health 403(b) Match PlanOwensboro Health 403(b) Matc…$123MThe Blake School Defined Contribution PlanThe Blake School Defined Con…$123MSoutheastern Regional Medical Center Tax-Deferred Savings PlanSoutheastern Regional Medica…$123M
End-of-year total assets ($M) among Owensboro Health 403(b) Match Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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.)

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
$350M$400M$450M$500M 202220232024 $372M $457M ▲ +23.0%
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 ($B) Participants Owensboro Health 403(b) Match Plan, Total assets ($B): 0.123141737 · Participants: 1200Owensboro Health 403(b) Match PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor Plan
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 →

Owensboro Health 403(b) Match Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Carthage College Defined Contribution Plan in WI ($123M); by covered participants it is Oaks Integrated Care, Inc. 403(b) Savings Plan in NJ (1,202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,200 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to Owensboro Health 403(b) Match Plan? ▼
Among Other plans in other states, the closest by covered participants is Oaks Integrated Care, Inc. 403(b) Savings Plan in NJ (1,202 participants, $41M in assets).

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.