Defined Benefit (Pension) · DOL Form 5500 · 2023

Owensboro Health, Inc. Pension Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
1,310
Participants Near avg headcount
92nd
Percentile by assets National rank
$88,180
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Owensboro Health Retirement Plan · Sponsored by Owensboro Health, Inc. · Kentucky · Healthcare & Social Assistance

$116M in assets, 1,310 participants

Owensboro Health, Inc.'s Owensboro Health Retirement Plan reported $116M in total assets and 1,310 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,474 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Owensboro Health Retirement Plan covers 1,310 participants in Kentucky, 2.0x the typical Kentucky plan (state average ~647 per filing). Assets: $116M.

#16,474
in Healthcare & Social Assistance (17,684 peers)
-0.9%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Owensboro Health Retirement Plan's outsized position by total assets

Owensboro Health Retirement Plan vs every filed plan by assets

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

$115,516,152 Top 8% higher than 92% 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 Retirement 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 Retirement Plan lands in the large band (1,310 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Owensboro Health Retirement Plan reported net income rose from -$31M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Owensboro Health Retirement Plan end-of-year assets fell from $117M in the plan year 2022 filing to $116M in the plan year 2023 filing.
  • Owensboro Health Retirement Plan reported participants rose from 1,300 in the plan year 2022 filing to 1,310 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 · Defined Benefit (Pension)

Owensboro Health Retirement Plan · $116M · 1,310 · 92nd

  • EBSA $116M
  • EBSA 1,310
  • EBSA 92nd
  • EBSA Defined Benefit (Pension)
  • EBSA near Bdo USA, LLP Cash Balance Plan
  • EBSA ind #16474

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 Retirement Plan in the asset neighbourhood

Hecla Mining Company Restated Retirement PlanHecla Mining Company Restate…$116MBdo USA, LLP Cash Balance PlanBdo USA, LLP Cash Balance Pl…$116MOwensboro Health Retirement PlanOwensboro Health Retirement …$116MBss Retirement Plan for Bargained EmployeesBss Retirement Plan for Barg…$115MBricklayers Union Local No 1 of Missouri Pension PBricklayers Union Local No 1…$115M
End-of-year total assets ($M) among Owensboro Health Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$116M
Net Income-$1M
Employer EIN611286361
Plan Effective Date1967-01-01
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 Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Owensboro Health Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 00.511.5 Total assets ($B) Participants Owensboro Health Retirement Plan, Total assets ($B): 0.115516152 · Participants: 1310Owensboro Health Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Owensboro Health Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Owensboro Health Retirement Plan side-by-side with 3 peers →

Owensboro Health Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Bdo USA, LLP Cash Balance Plan in IL ($116M); by covered participants it is Structural Iw Local #1 Pension Plan in IL (1,310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,310 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 Retirement Plan assets move in 2023? ▼
Owensboro Health Retirement Plan held essentially flat - down 0.9% during 2023, from $117M to $116M. Reported net income was -$1M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Owensboro Health Retirement Plan ranks in the 92nd 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 Defined Benefit (Pension) plans are similar in size to Owensboro Health Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bdo USA, LLP Cash Balance Plan in IL ($116M, 749 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Owensboro Health Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Structural Iw Local #1 Pension Plan in IL (1,310 participants, $611M 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.