Other · DOL Form 5500 · 2023
Caldwell Medical Center Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 234
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $18,126
- Avg per participant Low balance/head
Official DOL plan name: Caldwell Medical Center Inc. Tax Deferred Annuity Plan · Sponsored by Caldwell Medical Center · Kentucky · Healthcare & Social Assistance
$4M in assets, 234 participants
Caldwell Medical Center's Caldwell Medical Center Inc. Tax Deferred Annuity Plan reported $4M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,841 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Caldwell Medical Center Inc. Tax Deferred Annuity Plan covers 234 participants in Kentucky, about 36% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.
- #7,841
- in Healthcare & Social Assistance (17,684 peers)
- +18.0%
- assets growth YoY
Caldwell Medical Center Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Caldwell Medical Center Inc. Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,241,453 41st percentile higher than 41% 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
Caldwell Medical Center Inc. Tax Deferred Annuity 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. Caldwell Medical Center Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (234 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Caldwell Medical Center Inc. Tax Deferred Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $644K in the plan year 2023 filing.
- Caldwell Medical Center Inc. Tax Deferred Annuity Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Caldwell Medical Center Inc. Tax Deferred Annuity Plan reported participants fell from 246 in the plan year 2022 filing to 234 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 610432526 · Caldwell Medical Center PY 2023 · Other
Caldwell Medical Center Inc. Tax Deferred Annuity Plan · $4M · 234 · 41st
- SCH $4M
- SCH 234
- SCH 41st
- SCH Other
- SCH near New Directions Northwest, Inc. 403b Profit Sharing Plan
- SCH ind #7841
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 →
Caldwell Medical Center Inc. Tax Deferred Annuity Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $644K |
| Employer EIN | 610432526 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caldwell Medical Center)
Sponsor-wide plan assets over time
All Caldwell Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 37.98897880046399% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 246 | $4M |
| 2023 | 1 | 234 | $4M |
| 2024 | 1 | 231 | $5M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- Baptist Health Thrift Plan $1.1B · 790
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- Emh Retirement Savings Plan $179M · 1,706
- Owensboro Health 403(b) Safe Harbor Plan $169M · 3,768
Caldwell Medical Center Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is New Directions Northwest, Inc. 403b Profit Sharing Plan in OR ($4M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- New Directions Northwest, Inc. 403b Profit Sharing Plan (OR) $4M · 112
- Accord Corporation Tax Deferred Annuity Plan (NY) $4M · 93
- 403(b) Thrift Plan of Child and Family Services of Eastern Virginia, Inc. (VA) $4M · 142
- 403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County (CA) $4M · 132
Similar participant headcount
Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.
- Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan (NJ) 234 · 0 off
- Wesleyan School Retirement Plan (GA) 234 · 0 off
- Cincinnati Country Day School Tiaa Cref Retirement Plan (OH) 234 · 0 off
- Brodstone Memorial Hospital Tax Deferred Annuity Plan (NE) 234 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.