Profit Sharing · DOL Form 5500 · 2023

Breckinridge Health, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
287
Participants Below avg headcount
40th
Percentile by assets National rank
$13,997
Avg per participant Low balance/head
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Official DOL plan name: Breckinridge Health, Inc, 403(b) Plan · Sponsored by Breckinridge Health, Inc. · Kentucky · Healthcare & Social Assistance

$4M in assets, 287 participants

Breckinridge Health, Inc.'s Breckinridge Health, Inc, 403(b) Plan reported $4M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,596 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Breckinridge Health, Inc, 403(b) Plan covers 287 participants in Kentucky, about 44% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#7,596
in Healthcare & Social Assistance (17,684 peers)
-2.6%
assets change YoY

The plan reported a net loss of $110K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Breckinridge Health, Inc, 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Breckinridge Health, Inc, 403(b) Plan vs every filed plan by assets

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

$4,017,221 40th percentile higher than 40% 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

Breckinridge Health, Inc, 403(b) 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. Breckinridge Health, Inc, 403(b) Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Breckinridge Health, Inc, 403(b) Plan reported net income rose from -$965K in the plan year 2022 filing to -$110K in the plan year 2023 filing.
  • Breckinridge Health, Inc, 403(b) Plan reported participants rose from 271 in the plan year 2022 filing to 287 in the plan year 2023 filing.
  • Breckinridge Health, Inc, 403(b) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610525158 · Breckinridge Health, Inc. PY 2023 · Profit Sharing

Breckinridge Health, Inc, 403(b) Plan · $4M · 287 · 40th

  • BOOK $4M
  • BOOK 287
  • BOOK 40th
  • BOOK Profit Sharing
  • BOOK near Hurwitz Center for Plastic Surgery, P.C. Profit Sharing Plan
  • BOOK ind #7596

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 →

Breckinridge Health, Inc, 403(b) Plan in the asset neighbourhood

Jose Kareh Cordero Profit Sharing Retirement PlanJose Kareh Cordero Profit Sh…$4MBreckinridge Health, Inc, 403(b) PlanBreckinridge Health, Inc, 40…$4MHurwitz Center for Plastic Surgery, P.C. Profit Sharing PlanHurwitz Center for Plastic S…$4MKemp Instruments, Inc. Restated Profit Sharing PlanKemp Instruments, Inc. Resta…$4MFernando L. Longo Rodriguez Retirement PlanFernando L. Longo Rodriguez …$4M
End-of-year total assets ($M) among Breckinridge Health, Inc, 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$110K
Employer EIN610525158
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Breckinridge Health, Inc.)

Sponsor-wide plan assets over time

All Breckinridge Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 13.680962206347363% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.12M $4.69M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 271 $4M
2023 1 287 $4M
2024 1 288 $5M

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Breckinridge Health, Inc, 403(b) Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Breckinridge Health, Inc, 403(b) Plan, Total assets ($B): 0.004017221 · Participants: 287Breckinridge Health, Inc, 403(b) PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.614894735 · Participants: 28336Commonspirit Health ERISA 403(b) PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.279364442 · Participants: 1293IBEW Local 150 Supplemental Pension FundCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.08314617 · Participants: 2989Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.043440542 · Participants: 540Dismas Charities, Inc. Retirement PlanBall Homes, LLC Retirement Plan, Total assets ($B): 0.037148236 · Participants: 215Ball Homes, LLC Retirement Plan
Breckinridge Health, Inc, 403(b) Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Breckinridge Health, Inc, 403(b) Plan side-by-side with 3 peers →

Breckinridge Health, Inc, 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Hurwitz Center for Plastic Surgery, P.C. Profit Sharing Plan in FL ($4M); by covered participants it is 403(b) Thrift Plan for Community Health Programs, Inc. in MA (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Breckinridge Health, Inc, 403(b) Plan assets move in 2023? ▼
Breckinridge Health, Inc, 403(b) Plan edged down modestly - down 2.6% during 2023, from $4M to $4M. Reported net income was -$110K.
How have Breckinridge Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Breckinridge Health, Inc.'s sponsor-wide assets grew 13.7%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Breckinridge Health, Inc, 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hurwitz Center for Plastic Surgery, P.C. Profit Sharing Plan in FL ($4M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Breckinridge Health, Inc, 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 403(b) Thrift Plan for Community Health Programs, Inc. in MA (287 participants, $10M 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 610525158.

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.