Defined Benefit (Pension) · DOL Form 5500 · 2023

Owensboro Health, Inc. Pension Plan

Data updated 2026-08-11

$116M
Total assets
1,310
Participants
92nd
Percentile by assets
$88,180
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$116M
total plan assets (2023 EOY)
1,310
covered participants
92nd
percentile by assets (of 127,072 plans)
$88,180
avg assets per participant

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.

Where Owensboro Health Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Kentucky
Industry
Healthcare & Social Assistance

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Owensboro Health Retirement Plan reports 1,310 participants - 2.0x that state average ($116M EOY assets).

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.)

$350M$400M$450M$500M 202220232024 $372M $457M ▲ +23.0%
Total plan assets by year, all Owensboro Health, Inc. plans on file
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 ($B) Participants Owensboro Health Ret…, Total assets ($B): 0.115516152 · Participants: 1310Owensboro Health Ret…Lg&e and Ku Pension …, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension …Ashland Hercules Pen…, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pen…Yum Brands Retiremen…, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retiremen…Brown-Forman Corpora…, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corpora…Ashland Hercules Pen…, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pen…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Owensboro Health Retirement Plan by total assets, not by location.

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).

Next read for Owensboro Health Retirement Plan

Filing takeaways

Ways to act on Owensboro Health Retirement 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 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.