Other · DOL Form 5500 · 2023
Jennie Stuart Medical Center Retirement Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 1,086
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $30,153
- Avg per participant Low balance/head
Official DOL plan name: Jennie Stuart Medical Center 403(b) Plan · Sponsored by Jennie Stuart Medical Center · Kentucky · Healthcare & Social Assistance
$33M in assets, 1,086 participants
Jennie Stuart Medical Center's Jennie Stuart Medical Center 403(b) Plan reported $33M in total assets and 1,086 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #14,734 in Healthcare & Social Assistance (17,684 peers)
Where Jennie Stuart Medical Center 403(b) Plan sits by assets
Jennie Stuart Medical Center 403(b) Plan sits in the top quartile of all filed plans by assets, $33M for 1,086 participants (~$30,153/participant), up 27.4% in 2023.
- #14,734
- in Healthcare & Social Assistance (17,684 peers)
- +27.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Jennie Stuart Medical Center 403(b) Plan's outsized position by total assets
Jennie Stuart Medical Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,746,471 Top 20% higher than 80% 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
Jennie Stuart Medical Center 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. Jennie Stuart Medical Center 403(b) Plan lands in the large band (1,086 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jennie Stuart Medical Center 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Jennie Stuart Medical Center 403(b) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Jennie Stuart Medical Center 403(b) Plan reported participants rose from 1,017 in the plan year 2022 filing to 1,086 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 610482973 · Jennie Stuart Medical Center PY 2023 · Other
Jennie Stuart Medical Center 403(b) Plan · $33M · 1,086 · 80th
- EBSA $33M
- EBSA 1,086
- EBSA 80th
- EBSA Other
- EBSA near Cascadia Health Retirement Plan
- EBSA ind #14734
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 →
Jennie Stuart Medical Center 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $7M |
| Employer EIN | 610482973 |
| Plan Effective Date | 2016-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jennie Stuart Medical Center)
Sponsor-wide plan assets over time
All Jennie Stuart Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 58.94936222708667% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,017 | $26M |
| 2023 | 1 | 1,086 | $33M |
| 2024 | 1 | 1,088 | $41M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- Baptist Health Thrift Plan $1.1B · 790
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- Emh Retirement Savings Plan $179M · 1,706
- Owensboro Health 403(b) Safe Harbor Plan $169M · 3,768
Jennie Stuart Medical Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Cascadia Health Retirement Plan in OR ($33M); by covered participants it is Seven Hills Foundation Retirement Plan in MA (1,088 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Cascadia Health Retirement Plan (OR) $33M · 888
- Baker University Defined Contribution Retirement Plan (KS) $33M · 253
- Lawrence Academy Retirement Plan (MA) $33M · 158
- Coleman World Group, LLC Savings & Protection Plan (AL) $33M · 1,230
Similar participant headcount
Nearest other-state filings by covered participants (1,086 participants); asset peers above are excluded.
- Seven Hills Foundation Retirement Plan (MA) 1,088 · 2 off
- Bricklayers Union Local #1 of Missouri Supplemental Pension Plan (MO) 1,089 · 3 off
- Bethesda 403b Retirement Plan (CO) 1,090 · 4 off
- Swarthmore College Regular Retirement Plan (PA) 1,091 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.