401(k) · DOL Form 5500 · 2023
New Lexington Clinic, P.S.C. 401(k) Plan
Data updated 2026-08-25
- $251M
- Total assets Near avg plan size
- 1,071
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $234,028
- Avg per participant Above avg balance/head
Official DOL plan name: New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan · Sponsored by New Lexington Clinic, P.S.C. · Kentucky · Healthcare & Social Assistance
$251M in assets, 1,071 participants
New Lexington Clinic, P.S.C.'s New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan reported $251M in total assets and 1,071 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #16,976 in Healthcare & Social Assistance (17,684 peers)
Where New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan sits by assets
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $251M for 1,071 participants (~$234,028/participant), up 26.1% in 2023.
- #16,976
- in Healthcare & Social Assistance (17,684 peers)
- +26.1%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan's outsized position by total assets
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$250,643,576 Top 4% higher than 96% 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
New Lexington Clinic, P.S.C. Savings and Profit Sharing 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. New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan lands in the large band (1,071 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan reported net income rose from -$48M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan end-of-year assets rose from $199M in the plan year 2022 filing to $251M in the plan year 2023 filing.
- New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan reported participants rose from 1,011 in the plan year 2022 filing to 1,071 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 611262927 · New Lexington Clinic, P.S.C. PY 2023 · 401(k)
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan · $251M · 1,071 · 96th
- VS-ST $251M
- BOY 1,071
- SCH 96th
- EBSA 401(k)
- PART near Church & Dwight Co. , Inc. Savings and Profit Sharing Plan for Hourly Employees
- TYPE ind #16976
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 →
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $199M |
|---|---|
| Net Assets (End of Year) | $251M |
| Net Income | $52M |
| Employer EIN | 611262927 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Lexington Clinic, P.S.C.)
Sponsor-wide plan assets over time
All New Lexington Clinic, P.S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $295M 48.62620557057908% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,011 | $199M |
| 2023 | 1 | 1,071 | $251M |
| 2024 | 1 | 1,392 | $295M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Church & Dwight Co. , Inc. Savings and Profit Sharing Plan for Hourly Employees in NJ ($251M); by covered participants it is Knowles Corporation 401(k) Plan in IL (1,071 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($251M here).
- Church & Dwight Co. , Inc. Savings and Profit Sharing Plan for Hourly Employees (NJ) $251M · 2,284
- Panera Bread Company 401(k) Retirement Savings Plan (MO) $251M · 28,803
- Acadia Healthcare Company, Inc. 401(k) Plan (TN) $251M · 21,547
- Growmark 401(k) Plan (IL) $250M · 2,275
Similar participant headcount
Nearest other-state filings by covered participants (1,071 participants); asset peers above are excluded.
- Knowles Corporation 401(k) Plan (IL) 1,071 · 0 off
- Goodleap, LLC 401(k) Plan (CA) 1,071 · 0 off
- Braun Intertec 401(k) Retirement Plan (MN) 1,071 · 0 off
- Dee Holdings, Inc. 401(k) Plan (OH) 1,071 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.