Defined Benefit (Pension) · DOL Form 5500 · 2023

Norton Healthcare, Inc. Pension Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
2,555
Participants Above avg headcount
94th
Percentile by assets National rank
$66,862
Avg per participant Below avg balance/head
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Official DOL plan name: Norton Healthcare, Inc. Retirement Plan · Sponsored by Norton Healthcare, Inc. · Kentucky · Healthcare & Social Assistance

$171M in assets, 2,555 participants

Norton Healthcare, Inc.'s Norton Healthcare, Inc. Retirement Plan reported $171M in total assets and 2,555 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,767 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Norton Healthcare, Inc. Retirement Plan covers 2,555 participants in Kentucky, 3.9x the typical Kentucky plan (state average ~647 per filing). Assets: $171M.

#16,767
in Healthcare & Social Assistance (17,684 peers)
+5.4%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Norton Healthcare, Inc. Retirement Plan's outsized position by total assets

Norton Healthcare, Inc. Retirement Plan vs every filed plan by assets

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

$170,831,345 Top 6% higher than 94% 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

Norton Healthcare, Inc. 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. Norton Healthcare, Inc. Retirement Plan lands in the large band (2,555 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norton Healthcare, Inc. Retirement Plan reported net income rose from -$47M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Norton Healthcare, Inc. Retirement Plan reported participants fell from 2,756 in the plan year 2022 filing to 2,555 in the plan year 2023 filing.
  • Norton Healthcare, Inc. Retirement Plan end-of-year assets rose from $162M in the plan year 2022 filing to $171M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611028725 · Norton Healthcare, Inc. PY 2023 · Defined Benefit (Pension)

Norton Healthcare, Inc. Retirement Plan · $171M · 2,555 · 94th

  • VS-ST $171M
  • BOY 2,555
  • SCH 94th
  • EBSA Defined Benefit (Pension)
  • PART near Non-Contributory Pension Plan for Certain Employees of Yokohama Tire Corporation in Salem, Virginia
  • TYPE ind #16767

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 →

Norton Healthcare, Inc. Retirement Plan in the asset neighbourhood

Yuma Regional Medical Center Pension PlanYuma Regional Medical Center…$171MRetirement Plan for Partners of Quinn Emanuel Urquhart & Sullivan, LLPRetirement Plan for Partners…$171MNorton Healthcare, Inc. Retirement PlanNorton Healthcare, Inc. Reti…$171MNon-Contributory Pension Plan for Certain Employees of Yokohama Tire Corporation in Salem, VirginiaNon-Contributory Pension Pla…$171MDhl Retirement Pension Plan$171M
End-of-year total assets ($M) among Norton Healthcare, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$162M
Net Assets (End of Year)$170M
Net Income$8M
Employer EIN611028725
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norton Healthcare, Inc.)

Sponsor-wide plan assets over time

All Norton Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.4B 51.40092652041683% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.61B $2.44B ▲ +51.6%
Year Plans Participants Total Assets
2022 2 20,652 $1.6B
2023 2 22,664 $2.1B
2024 2 24,212 $2.4B

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Norton Healthcare, Inc. 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 ($B) Participants Norton Healthcare, Inc. Retirement Plan, Total assets ($B): 0.170831345 · Participants: 2555Norton Healthcare, Inc. 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
Norton Healthcare, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Norton Healthcare, Inc. Retirement Plan side-by-side with 3 peers →

Norton Healthcare, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Non-Contributory Pension Plan for Certain Employees of Yokohama Tire Corporation in Salem, Virginia in VA ($171M); by covered participants it is Ironworkers National Pension Plan in IL (2,555 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,555 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 Norton Healthcare, Inc. Retirement Plan assets move in 2023? ▼
Norton Healthcare, Inc. Retirement Plan grew at a solid clip - up 5.4% during 2023, from $162M to $171M. Reported net income was $8M.
How have Norton Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norton Healthcare, Inc.'s sponsor-wide assets grew 51.4%, from $1.6B to $2.4B.
Where does Norton Healthcare, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Norton Healthcare, Inc. Retirement Plan ranks in the 94th 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 Norton Healthcare, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Non-Contributory Pension Plan for Certain Employees of Yokohama Tire Corporation in Salem, Virginia in VA ($171M, 468 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Norton Healthcare, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ironworkers National Pension Plan in IL (2,555 participants, $476M 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 611028725.

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.