Other · DOL Form 5500 · 2023

Uofl Health, Inc. Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
1,180
Participants Near avg headcount
81st
Percentile by assets National rank
$28,900
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: University Hospital 403(b) Plan · Sponsored by Uofl Health, Inc. · Kentucky · Healthcare & Social Assistance

$34M in assets, 1,180 participants

Uofl Health, Inc.'s University Hospital 403(b) Plan reported $34M in total assets and 1,180 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,828 in Healthcare & Social Assistance (17,684 peers)

Where University Hospital 403(b) Plan sits by assets

University Hospital 403(b) Plan sits in the top quartile of all filed plans by assets, $34M for 1,180 participants (~$28,900/participant), up 12.7% in 2023.

#14,828
in Healthcare & Social Assistance (17,684 peers)
+12.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

University Hospital 403(b) Plan's outsized position by total assets

University Hospital 403(b) Plan vs every filed plan by assets

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

$34,102,402 Top 19% higher than 81% 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

University Hospital 403(b) 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. University Hospital 403(b) Plan lands in the large band (1,180 participants).

DOL schedule card

Filing strip 843125292 · Uofl Health, Inc. PY 2023 · Other

University Hospital 403(b) Plan · $34M · 1,180 · 81st

  • BOOK $34M
  • VS-ST 1,180
  • BOY 81st
  • SCH Other
  • EBSA near Center for Family Support, Inc Retirement Plan
  • PART ind #14828

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 →

University Hospital 403(b) Plan in the asset neighbourhood

University Hospital 403(b) PlanUniversity Hospital 403(b) P…$34MCenter for Family Support, Inc Retirement PlanCenter for Family Support, I…$34MNachri Tax Deferred Annuity PlanNachri Tax Deferred Annuity …$34M403(b) Thrift Plan for Child and Family Services of Erie County403(b) Thrift Plan for Child…$34MThe Hilbert College Retirement PlanThe Hilbert College Retireme…$34M
End-of-year total assets ($M) among University Hospital 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN843125292
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uofl Health, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$603M 20.43683430317004% vs 2023
2024 filing year
$450M$500M$550M$600M$650M 20232024 $501M $603M ▲ +20.4%
Year Plans Participants Total Assets
2023 2 9,568 $501M
2024 2 12,045 $603M

Nearby Other Plans in Kentucky

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

University Hospital 403(b) Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants University Hospital 403(b) Plan, Total assets ($B): 0.034102402 · Participants: 1180University Hospital 403(b) 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 ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor Plan
University Hospital 403(b) Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare University Hospital 403(b) Plan side-by-side with 3 peers →

University Hospital 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Center for Family Support, Inc Retirement Plan in NY ($34M); by covered participants it is Retirement Savings Plan of Finger Lakes Regional Health System in NY (1,183 participants). Same-state nearby plans are listed separately above.

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 University Hospital 403(b) Plan assets move in 2023? ▼
University Hospital 403(b) Plan grew at a solid clip - up 12.7% during 2023, from $30M to $34M. Reported net income was $4M.
How have Uofl Health, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Uofl Health, Inc.'s sponsor-wide assets grew 20.4%, from $501M to $603M.
Where does University Hospital 403(b) Plan rank by assets among Form 5500 filers? ▼
University Hospital 403(b) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Center for Family Support, Inc Retirement Plan in NY ($34M, 1,643 participants).
Which Other plans cover a similar participant headcount to University Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Retirement Savings Plan of Finger Lakes Regional Health System in NY (1,183 participants, $100M 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 843125292.

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.