401(k) · DOL Form 5500 · 2023

Uofl Health, Inc. 401(k) Plan

Data updated 2026-08-25

$466M
Total assets Above avg plan size: 8,388
Participants Very large workforce: 97th
Percentile by assets National rank: $55,606
Avg per participant Low balance/head

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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.

#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.

#17,239
in Healthcare & Social Assistance (17,684 peers): +27.7%
assets growth YoY: 4.7×
vs typical plan assets (national mean)

Uofl Health 401(k) Plan's outsized position by total assets

Uofl Health 401(k) Plan vs every filed plan by assets

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

$466,419,829 Top 3% higher than 97% 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

Uofl Health 401(k) 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. Uofl Health 401(k) Plan lands in the large band (8,388 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 843125292 · Uofl Health, Inc. PY 2023 · 401(k)

Uofl Health 401(k) Plan · $466M · 8,388 · 97th

PART $466M
PART 8,388
PART 97th
PART 401(k)
PART near Tag the Aspen Group 401(k) Plan
PART ind #17239

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 →

End-of-year total assets ($M) among Uofl Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)	$365M
Net Assets (End of Year)	$466M
Net Income	$101M
Employer EIN	843125292
Plan Effective Date	1996-02-07
Filing Status	FILING RECEIVED

Sponsor Plan History (Uofl Health, Inc.)

Latest sponsor-wide plan assets: $603M 20.43683430317004% vs 2023; 2024 filing year

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

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Uofl Health 401(k) Plan side-by-side with 3 peers →

Uofl Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Tag the Aspen Group 401(k) Plan in NY ($466M); by covered participants it is American Senior Communities, L.L.C. Retirement Savings Plan in IN (8,390 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($466M here).

Tag the Aspen Group 401(k) Plan (NY) $466M · 20,569
Hawaiian Airlines, Inc. 401(k) Savings Plan (HI) $467M · 4,009
Aera Energy Services Company Savings Plan (CA) $466M · 948
Securitas Security Services USA Incentive Savings and Retirement Plan (CA) $467M · 80,688

Similar participant headcount

Nearest other-state filings by covered participants (8,388 participants); asset peers above are excluded.

American Senior Communities, L.L.C. Retirement Savings Plan (IN) 8,390 · 2 off
Genpact U. S. 401(k) Savings Plan (NY) 8,386 · 2 off
Battelle Employees' Savings Plan (OH) 8,382 · 6 off
Pratt Industries, Inc. 401(k) Profit Sharing Plan (GA) 8,381 · 7 off

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 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).

Which 401(k) plans cover a similar participant headcount to Uofl Health 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is American Senior Communities, L.L.C. Retirement Savings Plan in IN (8,390 participants, $92M 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.