Other · DOL Form 5500 · 2023

Ephraim Mcdowell Health Retirement Plan

Data updated 2026-08-25

$179M
Total assets Near avg plan size
1,706
Participants Near avg headcount
94th
Percentile by assets National rank
$105,207
Avg per participant Below avg balance/head
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Official DOL plan name: Emh Retirement Savings Plan · Sponsored by Ephraim Mcdowell Health · Kentucky · Healthcare & Social Assistance

$179M in assets, 1,706 participants

Ephraim Mcdowell Health's Emh Retirement Savings Plan reported $179M in total assets and 1,706 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.

  • #16,801 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Emh Retirement Savings Plan covers 1,706 participants in Kentucky, 2.6x the typical Kentucky plan (state average ~647 per filing). Assets: $179M.

#16,801
in Healthcare & Social Assistance (17,684 peers)
+14.9%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Emh Retirement Savings Plan's outsized position by total assets

Emh Retirement Savings Plan vs every filed plan by assets

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

$179,483,626 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

Emh Retirement Savings 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. Emh Retirement Savings Plan lands in the large band (1,706 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emh Retirement Savings Plan reported net income rose from -$24M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Emh Retirement Savings Plan end-of-year assets rose from $156M in the plan year 2022 filing to $179M in the plan year 2023 filing.
  • Emh Retirement Savings Plan reported participants rose from 1,630 in the plan year 2022 filing to 1,706 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 610492356 · Ephraim Mcdowell Health PY 2023 · Other

Emh Retirement Savings Plan · $179M · 1,706 · 94th

  • PCT $179M
  • EIN 1,706
  • RANK 94th
  • PHOTO Other
  • IND near Kingsbrook Jewish Medical Center's Tax Deferred Annuity Retirement Plan
  • EOY ind #16801

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 →

Emh Retirement Savings Plan in the asset neighbourhood

American Public Media Group Retirement PlanAmerican Public Media Group …$180MEmh Retirement Savings Plan$179MKingsbrook Jewish Medical Center's Tax Deferred Annuity Retirement PlanKingsbrook Jewish Medical Ce…$179MSt. John Fisher University Retirement PlanSt. John Fisher University R…$179MSarah Lawrence College 403(b) Retirement PlanSarah Lawrence College 403(b…$179M
End-of-year total assets ($M) among Emh Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$156M
Net Assets (End of Year)$179M
Net Income$23M
Employer EIN610492356
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ephraim Mcdowell Health)

Sponsor-wide plan assets over time

All Ephraim Mcdowell Health plans reported in each filing year

Latest sponsor-wide plan assets
$203M 29.705985120389737% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $156M $203M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 1,630 $156M
2023 1 1,706 $179M
2024 1 1,851 $203M

Nearby Other Plans in Kentucky

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

Emh Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Emh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor PlanAppalachian Regional Healthcare, Inc. Thrift Plan, Total assets ($B): 0.159551102 · Participants: 5921Appalachian Regional Healthcare, Inc. Thrift Plan
Emh Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Emh Retirement Savings Plan side-by-side with 3 peers →

Emh Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Kingsbrook Jewish Medical Center's Tax Deferred Annuity Retirement Plan in NY ($179M); by covered participants it is Bamsi 403(b) Retirement Plan in MA (1,706 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,706 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 Emh Retirement Savings Plan assets move in 2023? ▼
Emh Retirement Savings Plan grew at a solid clip - up 14.9% during 2023, from $156M to $179M. Reported net income was $23M.
How have Ephraim Mcdowell Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ephraim Mcdowell Health's sponsor-wide assets grew 29.7%, from $156M to $203M.
Where does Emh Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Emh Retirement Savings 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 Other plans are similar in size to Emh Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Kingsbrook Jewish Medical Center's Tax Deferred Annuity Retirement Plan in NY ($179M, 1,466 participants).
Which Other plans cover a similar participant headcount to Emh Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Bamsi 403(b) Retirement Plan in MA (1,706 participants, $9M 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 610492356.

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.