401(k) · DOL Form 5500 · 2023

Cumberland Family Medical Center 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
850
Participants Near avg headcount
85th
Percentile by assets National rank
$54,326
Avg per participant Low balance/head
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Official DOL plan name: Cumberland Family Medical Center Safe Harbor 401(k) Plan · Sponsored by Cumberland Family Medical Center · Kentucky · Healthcare & Social Assistance

$46M in assets, 850 participants

Cumberland Family Medical Center's Cumberland Family Medical Center Safe Harbor 401(k) Plan reported $46M in total assets and 850 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,382 in Healthcare & Social Assistance (17,684 peers)

Where Cumberland Family Medical Center Safe Harbor 401(k) Plan sits by assets

Cumberland Family Medical Center Safe Harbor 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 850 participants (~$54,326/participant), up 37.8% in 2023.

#15,382
in Healthcare & Social Assistance (17,684 peers)
+37.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cumberland Family Medical Center Safe Harbor 401(k) Plan's outsized position by total assets

Cumberland Family Medical Center Safe Harbor 401(k) Plan vs every filed plan by assets

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

$46,177,147 Top 15% higher than 85% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Cumberland Family Medical Center Safe Harbor 401(k) 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. Cumberland Family Medical Center Safe Harbor 401(k) Plan sits mid-pack in the medium band (850 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cumberland Family Medical Center Safe Harbor 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Cumberland Family Medical Center Safe Harbor 401(k) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Cumberland Family Medical Center Safe Harbor 401(k) Plan reported participants rose from 767 in the plan year 2022 filing to 850 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203131989 · Cumberland Family Medical Center PY 2023 · 401(k)

Cumberland Family Medical Center Safe Harbor 401(k) Plan · $46M · 850 · 85th

  • BOOK $46M
  • VS-ST 850
  • BOY 85th
  • SCH 401(k)
  • EBSA near The Ipeg, Inc. Savings Plan
  • PART ind #15382

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 →

Cumberland Family Medical Center Safe Harbor 401(k) Plan in the asset neighbourhood

Cumberland Family Medical Center Safe Harbor 401(k) PlanCumberland Family Medical Ce…$46MThe Ipeg, Inc. Savings Plan$46MPny Technologies, Inc. 401(k) Employee Savings PlanPny Technologies, Inc. 401(k…$46MIntercept Pharma 401(k) Plan$46MSonny's Enterprises, LLC 401(k) Profit PlanSonny's Enterprises, LLC 401…$46M
End-of-year total assets ($M) among Cumberland Family Medical Center Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$46M
Net Income$13M
Employer EIN203131989
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cumberland Family Medical Center)

Sponsor-wide plan assets over time

All Cumberland Family Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$60M 78.03964614944434% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $33.5M $59.7M ▲ +78.0%
Year Plans Participants Total Assets
2022 1 767 $34M
2023 1 850 $46M
2024 1 962 $60M

Nearby 401(k) Plans in Kentucky

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

Cumberland Family Medical Center Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Cumberland Family Medical Center Safe Harbor 401(k) Plan, Total assets ($B): 0.046177147 · Participants: 850Cumberland Family Medical Center Safe Harbor 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Cumberland Family Medical Center Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Cumberland Family Medical Center Safe Harbor 401(k) Plan side-by-side with 3 peers →

Cumberland Family Medical Center Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is The Ipeg, Inc. Savings Plan in PA ($46M); by covered participants it is Rawlings Sporting Goods 401(k) Plan in MO (850 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (850 participants); asset peers above are excluded.

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 Cumberland Family Medical Center Safe Harbor 401(k) Plan assets move in 2023? ▼
Cumberland Family Medical Center Safe Harbor 401(k) Plan surged - up 37.8% during 2023, from $34M to $46M. Reported net income was $13M.
How have Cumberland Family Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cumberland Family Medical Center's sponsor-wide assets grew 78.0%, from $34M to $60M.
Where does Cumberland Family Medical Center Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Cumberland Family Medical Center Safe Harbor 401(k) Plan ranks in the 85th 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 401(k) plans are similar in size to Cumberland Family Medical Center Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Ipeg, Inc. Savings Plan in PA ($46M, 525 participants).
Which 401(k) plans cover a similar participant headcount to Cumberland Family Medical Center Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rawlings Sporting Goods 401(k) Plan in MO (850 participants, $56M 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 203131989.

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.