401(k) · DOL Form 5500 · 2023

New Lexington Clinic, P.S.C. 401(k) Plan

Data updated 2026-08-11

$251M
Total assets
1,071
Participants
96th
Percentile by assets
$234,028
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$251M
total plan assets (2023 EOY)
1,071
covered participants
96th
percentile by assets (of 127,072 plans)
$234,028
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Kentucky
Industry
Healthcare & Social Assistance

New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan vs the 2023 asset distribution

By assets, New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$199M
Net Assets (End of Year)$251M
Net Income$52M
Employer EIN611262927
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Lexington Clinic, P.S.C.)

$150M$200M$250M$300M$350M 202220232024 $199M $295M ▲ +48.6%
Total plan assets by year, all New Lexington Clinic, P.S.C. plans on file
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.

New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants New Lexington Clinic…Commonspirit Health …Humana Retirement Sa…UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…Lexmark Savings Plan
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare New Lexington Clinic, P.S.C. Savings and… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan assets move in 2023? ▼
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan grew sharply - up 26.1% during 2023, from $199M to $251M. Reported net income was $52M.
How have New Lexington Clinic, P.S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Lexington Clinic, P.S.C.'s sponsor-wide assets grew 48.6%, from $199M to $295M.
Where does New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Church & Dwight Co. , Inc. Savings and Profit Sharing Plan for Hourly Employees in NJ ($251M, 2,284 participants).

Next read for New Lexington Clinic, P.S.C. Savings and…

Scale reading

Ways to act on New Lexington Clinic, P.S.C. Savings and Profit Sharing 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 611262927.

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.