Other · DOL Form 5500 · 2023

Jennie Stuart Medical Center Retirement Plan

Data updated 2026-08-11

$33M
Total assets
1,086
Participants
80th
Percentile by assets
$30,153
Avg per participant
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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.

  • 80th percentile by assets (of 127,072 plans)
  • #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.

$33M
total plan assets (2023 EOY)
1,086
covered participants
80th
percentile by assets (of 127,072 plans)
$30,153
avg assets per participant

Where Jennie Stuart Medical Center 403(b) Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Kentucky
Industry
Healthcare & Social Assistance

Jennie Stuart Medical Center 403(b) Plan vs the 2023 asset distribution

By assets, Jennie Stuart Medical Center 403(b) Plan outranks 80% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN610482973
Plan Effective Date2016-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jennie Stuart Medical Center)

$20M$25M$30M$35M$40M$45M 202220232024 $25.7M $40.9M ▲ +58.9%
Total plan assets by year, all Jennie Stuart Medical Center plans on file
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.

Jennie Stuart Medical Center 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 ($B) Participants Jennie Stuart Medica…, Total assets ($B): 0.032746471 · Participants: 1086Jennie Stuart Medica…Norton Healthcare 40…, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 40…Baptist Health Thrif…, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrif…Electrical Workers L…, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers L…Emh Retirement Savin…, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savin…Owensboro Health 403…, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403…
Jennie Stuart Medical Center 403(b) Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Jennie Stuart Medical Center 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Jennie Stuart Medical Center 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Jennie Stuart Medical Center 403(b) Plan assets move in 2023? ▼
Jennie Stuart Medical Center 403(b) Plan grew sharply - up 27.4% during 2023, from $26M to $33M. Reported net income was $7M.
How have Jennie Stuart Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jennie Stuart Medical Center's sponsor-wide assets grew 58.9%, from $26M to $41M.
Where does Jennie Stuart Medical Center 403(b) Plan rank by assets among Form 5500 filers? ▼
Jennie Stuart Medical Center 403(b) Plan ranks in the 80th 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 Jennie Stuart Medical Center 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Cascadia Health Retirement Plan in OR ($33M, 888 participants).

Next read for Jennie Stuart Medical Center 403(b) Plan

Scale reading

Ways to act on Jennie Stuart Medical Center 403(b) Plan's numbers.

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 610482973.

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.