Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Tj Regional Health Inc. 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Tj Regional Health Inc. · Kentucky · Healthcare & Social Assistance

What the 2023 filing shows

Tj Regional Health Inc. 403(b) Plan holds $67M for 1,371 participants — about $49,029 per participant, up 26.8% over the 2023 plan year.

$67M
total plan assets (2023 EOY)
1,371
covered participants
$49,029
avg assets per participant
+26.8%
assets growth YoY
Total Assets (2023)
$67M
Participants
1,371
State
Industry
Healthcare & Social Assistance

What the Filing Says About Tj Regional Health Inc. 403(b) Plan

Tj Regional Health Inc. 403(b) Plan is a Profit Sharing retirement plan sponsored by Tj Regional Health Inc., headquartered in Kentucky. As of the 2023 Form 5500 filing, the plan reports $67M in total end-of-year assets and covers 1,371 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 610461767, and the plan has been effective since 1987-05-22. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $53M at the beginning of 2023 to $67M at year-end — a gain of 26.8%. Net assets (after liabilities) closed the year at $67M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$53M
Total Assets (End of Year)$67M
Net Assets (End of Year)$67M
Net Income$14M
Plan TypeProfit Sharing
Employer EIN610461767
Plan Effective Date1987-05-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Tj Regional Health Inc.)

Year Plans Participants Total Assets
2022 2 1,606 $78M
2023 2 1,660 $100M
2024 1 1,406 $83M

Nearby Profit Sharing Plans in Kentucky

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Frequently Asked Questions

How much money is in the Tj Regional Health Inc. 403(b) Plan?
As of the 2023 Form 5500 filing, Tj Regional Health Inc. 403(b) Plan holds $67M in total assets with 1,371 participants. It is sponsored by Tj Regional Health Inc..
What type of plan is Tj Regional Health Inc. 403(b) Plan?
Tj Regional Health Inc. 403(b) Plan is a Profit Sharing plan. It has been effective since 1987-05-22. The plan is filed with the U.S. Department of Labor under EIN 610461767.
Who sponsors the Tj Regional Health Inc. 403(b) Plan?
Tj Regional Health Inc. 403(b) Plan is sponsored by Tj Regional Health Inc., located in Kentucky. The sponsor's EIN is 610461767 and the plan operates in the Healthcare & Social Assistance industry.
How did Tj Regional Health Inc. 403(b) Plan perform in 2023?
Tj Regional Health Inc. 403(b) Plan grew by 26.8% during 2023, moving from $53M to $67M in total assets. Net income was $14M.
Where can I find official filings for Tj Regional Health Inc. 403(b) Plan?
Official Form 5500 filings for Tj Regional Health Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 610461767 or plan name at efast.dol.gov.
How does Tj Regional Health Inc. 403(b) Plan compare to other plans?
You can compare Tj Regional Health Inc. 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 610461767.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.