Other · DOL Form 5500 · 2023

Seven Counties Services Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
1,294
Participants Near avg headcount
84th
Percentile by assets National rank
$32,815
Avg per participant Low balance/head
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Official DOL plan name: Seven Counties Services Retirement Savings Plan · Sponsored by Seven Counties Services · Kentucky · Healthcare & Social Assistance

$42M in assets, 1,294 participants

Seven Counties Services's Seven Counties Services Retirement Savings Plan reported $42M in total assets and 1,294 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,239 in Healthcare & Social Assistance (17,684 peers)

Where Seven Counties Services Retirement Savings Plan sits by assets

Seven Counties Services Retirement Savings Plan sits in the top quartile of all filed plans by assets, $42M for 1,294 participants (~$32,815/participant), up 24.8% in 2023.

#15,239
in Healthcare & Social Assistance (17,684 peers)
+24.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Seven Counties Services Retirement Savings Plan's outsized position by total assets

Seven Counties Services Retirement Savings Plan vs every filed plan by assets

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

$42,462,855 Top 16% higher than 84% 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

Seven Counties Services Retirement Savings 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. Seven Counties Services Retirement Savings Plan lands in the large band (1,294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seven Counties Services Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Seven Counties Services Retirement Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Seven Counties Services Retirement Savings Plan reported participants rose from 1,242 in the plan year 2022 filing to 1,294 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310939757 · Seven Counties Services PY 2023 · Other

Seven Counties Services Retirement Savings Plan · $42M · 1,294 · 84th

  • EBSA $42M
  • EBSA 1,294
  • EBSA 84th
  • EBSA Other
  • EBSA near Momentum for Health 403b Retirement Plan
  • EBSA ind #15239

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 →

Seven Counties Services Retirement Savings Plan in the asset neighbourhood

Nichols School Tiaa-Cref Retirement PlanNichols School Tiaa-Cref Ret…$43MShell Point Thrift Plan$43MOverlake School 403(b)$42MSeven Counties Services Retirement Savings PlanSeven Counties Services Reti…$42MMomentum for Health 403b Retirement PlanMomentum for Health 403b Ret…$42M
End-of-year total assets ($M) among Seven Counties Services Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$42M
Net Income$8M
Employer EIN310939757
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seven Counties Services)

Sponsor-wide plan assets over time

All Seven Counties Services plans reported in each filing year

Latest sponsor-wide plan assets
$51M 48.59723711816207% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34M $50.5M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 1,242 $34M
2023 1 1,294 $42M
2024 1 1,411 $51M

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Seven Counties Services Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Seven Counties Services Retirement Savings Plan, Total assets ($B): 0.042462855 · Participants: 1294Seven Counties Services Retirement Savings PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor Plan
Seven Counties Services Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Seven Counties Services Retirement Savings Plan side-by-side with 3 peers →

Seven Counties Services Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Momentum for Health 403b Retirement Plan in CA ($42M); by covered participants it is Olean General Hospital Savings Incentive Plan in NY (1,293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,294 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 Seven Counties Services Retirement Savings Plan assets move in 2023? ▼
Seven Counties Services Retirement Savings Plan grew sharply - up 24.8% during 2023, from $34M to $42M. Reported net income was $8M.
How have Seven Counties Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seven Counties Services's sponsor-wide assets grew 48.6%, from $34M to $51M.
Where does Seven Counties Services Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Seven Counties Services Retirement Savings Plan ranks in the 84th 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 Seven Counties Services Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Momentum for Health 403b Retirement Plan in CA ($42M, 524 participants).
Which Other plans cover a similar participant headcount to Seven Counties Services Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Olean General Hospital Savings Incentive Plan in NY (1,293 participants, $76M 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 310939757.

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.