401(k) · DOL Form 5500 · 2023
Kentucky Medical Services Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $37,115
- Avg per participant Low balance/head
Official DOL plan name: Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan · Sponsored by Kentucky Medical Services Foundation, Inc. · Kentucky · Administrative & Support Services
$7M in assets, 178 participants
Kentucky Medical Services Foundation, Inc.'s Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan reported $7M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #3,094 in Administrative & Support Services (4,372 peers)
Coverage in Kentucky
Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan covers 178 participants in Kentucky, about 28% of the average Kentucky filer (state average ~647 per filing). Assets: $7M.
- #3,094
- in Administrative & Support Services (4,372 peers)
- -61.5%
- assets change YoY
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers
Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,606,539 Top 50% higher than 50% 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
Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan reported net income fell from -$3M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan end-of-year assets fell from $17M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan reported participants fell from 201 in the plan year 2022 filing to 178 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 610945743 · Kentucky Medical Services Foundation, Inc. PY 2023 · 401(k)
Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan · $7M · 178 · 50th
- ASSETS $7M
- PCT 178
- EIN 50th
- RANK 401(k)
- PHOTO near Olympia Anesthesia Associates, P.C. 401(k) Profit Sharing Plan and Trust
- IND ind #3094
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 Administrative & Support Services retirement plans → · Plans in Kentucky →
Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$11M |
| Employer EIN | 610945743 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kentucky Medical Services Foundation, Inc.)
Sponsor-wide plan assets over time
All Kentucky Medical Services Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $17M |
| 2023 | 1 | 178 | $7M |
| 2024 | 1 | N/A | N/A |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Kentucky Medical Services Foundation, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Olympia Anesthesia Associates, P.C. 401(k) Profit Sharing Plan and Trust in WA ($7M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust (NY) 178 · 0 off
- Woodpeckers LLC 401(k) Plan (OH) 178 · 0 off
- The Searing Industries Retirement Savings Plan (CA) 178 · 0 off
- Revolution Industrial LLC 401(k) Plan (AZ) 178 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.