401(k) · DOL Form 5500 · 2023

Rockcastle Hospital and Subsidiaries, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
586
Participants Below avg headcount
79th
Percentile by assets National rank
$51,848
Avg per participant Low balance/head
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Official DOL plan name: Rockcastle Hospital and Subsidiaries Retirement Plan · Sponsored by Rockcastle Hospital and Subsidiaries, Inc. · Kentucky · Healthcare & Social Assistance

$30M in assets, 586 participants

Rockcastle Hospital and Subsidiaries, Inc.'s Rockcastle Hospital and Subsidiaries Retirement Plan reported $30M in total assets and 586 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,588 in Healthcare & Social Assistance (17,684 peers)

Where Rockcastle Hospital and Subsidiaries Retirement Plan sits by assets

Rockcastle Hospital and Subsidiaries Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 586 participants (~$51,848/participant), up 24.0% in 2023.

#14,588
in Healthcare & Social Assistance (17,684 peers)
+24.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rockcastle Hospital and Subsidiaries Retirement Plan's outsized position by total assets

Rockcastle Hospital and Subsidiaries Retirement Plan vs every filed plan by assets

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

$30,382,937 Top 21% higher than 79% 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

Rockcastle Hospital and Subsidiaries Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockcastle Hospital and Subsidiaries Retirement Plan sits mid-pack in the medium band (586 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rockcastle Hospital and Subsidiaries Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Rockcastle Hospital and Subsidiaries Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Rockcastle Hospital and Subsidiaries Retirement Plan reported participants fell from 607 in the plan year 2022 filing to 586 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 610523304 · Rockcastle Hospital and Subsidiaries, Inc. PY 2023 · 401(k)

Rockcastle Hospital and Subsidiaries Retirement Plan · $30M · 586 · 79th

  • BOOK $30M
  • BOOK 586
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near Stevens Industries, Inc. 401(k) Plan
  • BOOK ind #14588

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 →

Rockcastle Hospital and Subsidiaries Retirement Plan in the asset neighbourhood

Dort Financial Credit Union Employees Deferred Compensation PlanDort Financial Credit Union …$30MRockcastle Hospital and Subsidiaries Retirement PlanRockcastle Hospital and Subs…$30MStevens Industries, Inc. 401(k) PlanStevens Industries, Inc. 401…$30MSana Biotechnology, Inc. 401(k) PlanSana Biotechnology, Inc. 401…$30MThe Institute for Family Health Retirement PlanThe Institute for Family Hea…$30M
End-of-year total assets ($M) among Rockcastle Hospital and Subsidiaries Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN610523304
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockcastle Hospital and Subsidiaries, Inc.)

Sponsor-wide plan assets over time

All Rockcastle Hospital and Subsidiaries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 44.85501364595933% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.5M $35.5M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 607 $25M
2023 1 586 $30M
2024 1 626 $35M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rockcastle Hospital and Subsidiaries Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Rockcastle Hospital and Subsidiaries Retirement Plan, Total assets ($B): 0.030382937 · Participants: 586Rockcastle Hospital and Subsidiaries Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Rockcastle Hospital and Subsidiaries Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Rockcastle Hospital and Subsidiaries Retirement Plan side-by-side with 3 peers →

Rockcastle Hospital and Subsidiaries Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Stevens Industries, Inc. 401(k) Plan in IL ($30M); by covered participants it is Momentum Resources Inc. 401(k) Plan in GA (586 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (586 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 Rockcastle Hospital and Subsidiaries Retirement Plan assets move in 2023? ▼
Rockcastle Hospital and Subsidiaries Retirement Plan grew sharply - up 24.0% during 2023, from $25M to $30M. Reported net income was $6M.
How have Rockcastle Hospital and Subsidiaries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockcastle Hospital and Subsidiaries, Inc.'s sponsor-wide assets grew 44.9%, from $25M to $35M.
Where does Rockcastle Hospital and Subsidiaries Retirement Plan rank by assets among Form 5500 filers? ▼
Rockcastle Hospital and Subsidiaries Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rockcastle Hospital and Subsidiaries Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stevens Industries, Inc. 401(k) Plan in IL ($30M, 458 participants).
Which 401(k) plans cover a similar participant headcount to Rockcastle Hospital and Subsidiaries Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Momentum Resources Inc. 401(k) Plan in GA (586 participants, N/A 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 610523304.

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.