Profit Sharing · DOL Form 5500 · 2023
Commonspirit Health Profit Sharing Plan
Data updated 2026-08-25
- $2.6B
- Total assets Very large vs avg
- 28,336
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $92,282
- Avg per participant Below avg balance/head
Official DOL plan name: Commonspirit Health ERISA 403(b) Plan · Sponsored by Commonspirit Health · Kentucky · Healthcare & Social Assistance
$2.6B in assets, 28,336 participants
Commonspirit Health's Commonspirit Health ERISA 403(b) Plan reported $2.6B in total assets and 28,336 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,615 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Commonspirit Health ERISA 403(b) Plan covers 28,336 participants in Kentucky, 44x the typical Kentucky plan (state average ~647 per filing). Assets: $2.6B.
- #17,615
- in Healthcare & Social Assistance (17,684 peers)
- +29.2%
- assets growth YoY
- 26×
- vs typical plan assets (national mean)
Commonspirit Health ERISA 403(b) Plan's outsized position by total assets
Commonspirit Health ERISA 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,614,894,735 Top 1% higher than 99% 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
Commonspirit Health ERISA 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commonspirit Health ERISA 403(b) Plan is a mega filing (28,336 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Commonspirit Health ERISA 403(b) Plan reported net income rose from -$669M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Commonspirit Health ERISA 403(b) Plan end-of-year assets rose from $2.0B in the plan year 2022 filing to $2.6B in the plan year 2023 filing.
- Commonspirit Health ERISA 403(b) Plan reported participants fell from 31,174 in the plan year 2022 filing to 28,336 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 470617373 · Commonspirit Health PY 2023 · Profit Sharing
Commonspirit Health ERISA 403(b) Plan · $2.6B · 28,336 · 99th
- SCH $2.6B
- EBSA 28,336
- PART 99th
- TYPE Profit Sharing
- NET near Sprinkler Industry Supplemental Pension Fund
- BOOK ind #17615
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 →
Commonspirit Health ERISA 403(b) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $43M |
| Employer EIN | 470617373 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Commonspirit Health)
Sponsor-wide plan assets over time
All Commonspirit Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $11.8B 45.44328015555397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 116,845 | $8.1B |
| 2023 | 2 | 115,024 | $10.5B |
| 2024 | 2 | 119,604 | $11.8B |
Nearby Profit Sharing Plans in Kentucky
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- IBEW Local 150 Supplemental Pension Fund $279M · 1,293
- Commonwealth Health Corporation Retirement Savings Plan $83M · 2,989
- Dismas Charities, Inc. Retirement Plan $43M · 540
- Ball Homes, LLC Retirement Plan $37M · 215
- Kentucky Blood Center 401(k) DC Plan $19M · 257
Scale composition for Commonspirit Health ERISA 403(b) Plan
Commonspirit Health ERISA 403(b) Plan reports $2.6B in end-of-year assets across 28,336 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.030% of 93,925,755 covered participants) - about $92,282 per participant (67% of the national average assets-per-participant) . Net income for plan year 2023 was $43M.
This plan identity (EIN 470617373, plan #010) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.9B (+45.3%) while covered participants moved from 31,174 to 29,259 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 31,174 | $2.0B | Open filing |
| 2023 | 28,336 | $2.6B | This page |
| 2024 · index core | 29,259 | $2.9B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Commonspirit Health 401(k) Retirement Savings Plan (401(k), $8.8B, 90,345 participants)
- Commonspirit Health ERISA 403(b) Plan (Profit Sharing, $2.9B, 29,259 participants)
Commonspirit Health ERISA 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Kentucky, the nearest Profit Sharing by assets is Sprinkler Industry Supplemental Pension Fund in MD ($2.6B); by covered participants it is Prisma Health Retirement Savings Plan in SC (28,745 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.6B here).
- Sprinkler Industry Supplemental Pension Fund (MD) $2.6B · 25,150
- Mcmaster-Carr Supply Company Profit Sharing Trust (IL) $2.7B · 4,366
- Ernst & Young Partnership Retirement (Hr-10) Plan (NJ) $2.5B · 1,843
- Emory Healthcare, Inc. Retirement Savings and Matching Plan (GA) $2.4B · 20,830
Similar participant headcount
Nearest other-state filings by covered participants (28,336 participants); asset peers above are excluded.
- Prisma Health Retirement Savings Plan (SC) 28,745 · 409 off
- The Defined Contribution Plan of the Methodist Hospital (TX) 29,678 · 1,342 off
- Orlando Health, Inc. Retirement Savings Plan 401a (FL) 26,077 · 2,259 off
- St. Louis-Kansas City Carpenters Regional Annuity (MO) 23,861 · 4,475 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.