401(k) · DOL Form 5500 · 2023

Uofl Health, Inc. 401(k) Plan

Data updated 2026-08-11

$466M
Total assets
8,388
Participants
97th
Percentile by assets
$55,606
Avg per participant
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Official DOL plan name: Uofl Health 401(k) Plan · Sponsored by Uofl Health, Inc. · Kentucky · Healthcare & Social Assistance

$466M in assets, 8,388 participants

Uofl Health, Inc.'s Uofl Health 401(k) Plan reported $466M in total assets and 8,388 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #17,239 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Uofl Health 401(k) Plan covers 8,388 participants in Kentucky, 13x the typical Kentucky plan (state average ~647 per filing). Assets: $466M.

$466M
total plan assets (2023 EOY)
8,388
covered participants
97th
percentile by assets (of 127,072 plans)
$55,606
avg assets per participant

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Uofl Health 401(k) Plan reports 8,388 participants - 13x that state average ($466M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$365M
Net Assets (End of Year)$466M
Net Income$101M
Employer EIN843125292
Plan Effective Date1996-02-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Uofl Health, Inc.)

$450M$500M$550M$600M$650M 20232024 $501M $603M ▲ +20.4%
Total plan assets by year, all Uofl Health, Inc. plans on file
Year Plans Participants Total Assets
2023 2 9,568 $501M
2024 2 12,045 $603M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Uofl Health 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Uofl Health 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Uofl Health 401(k) P…Commonspirit Health …Humana Retirement Sa…UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…Lexmark Savings Plan
Uofl Health 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Uofl Health 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Uofl Health 401(k) Plan assets move in 2023?
Uofl Health 401(k) Plan grew sharply - up 27.7% during 2023, from $365M to $466M. Reported net income was $101M.
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 Uofl Health 401(k) Plan rank by assets among Form 5500 filers?
Uofl Health 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Uofl Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Tag the Aspen Group 401(k) Plan in NY ($466M, 20,569 participants).

Filing takeaways

Ways to act on Uofl Health 401(k) Plan's numbers.