Other · DOL Form 5500 · 2023
Tj Regional Health Inc. Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 1,371
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $49,029
- Avg per participant Low balance/head
Official DOL plan name: Tj Regional Health Inc. 403(b) Plan · Sponsored by Tj Regional Health Inc. · Kentucky · Healthcare & Social Assistance
$67M in assets, 1,371 participants
Tj Regional Health Inc.'s Tj Regional Health Inc. 403(b) Plan reported $67M in total assets and 1,371 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,908 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Tj Regional Health Inc. 403(b) Plan covers 1,371 participants in Kentucky, 2.1x the typical Kentucky plan (state average ~647 per filing). Assets: $67M.
- #15,908
- in Healthcare & Social Assistance (17,684 peers)
- +26.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Tj Regional Health Inc. 403(b) Plan's outsized position by total assets
Tj Regional Health Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$67,218,895 Top 12% higher than 88% 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
Tj Regional Health Inc. 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. Tj Regional Health Inc. 403(b) Plan lands in the large band (1,371 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tj Regional Health Inc. 403(b) Plan reported net income rose from -$6M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Tj Regional Health Inc. 403(b) Plan end-of-year assets rose from $53M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Tj Regional Health Inc. 403(b) Plan reported participants rose from 1,294 in the plan year 2022 filing to 1,371 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 610461767 · Tj Regional Health Inc. PY 2023 · Other
Tj Regional Health Inc. 403(b) Plan · $67M · 1,371 · 88th
- EBSA $67M
- PART 1,371
- TYPE 88th
- NET Other
- BOOK near California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III)
- VS-ST ind #15908
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 →
Tj Regional Health Inc. 403(b) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $14M |
| Employer EIN | 610461767 |
| Plan Effective Date | 1987-05-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tj Regional Health Inc.)
Sponsor-wide plan assets over time
All Tj Regional Health Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $83M 6.495566267246969% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,606 | $78M |
| 2023 | 2 | 1,660 | $100M |
| 2024 | 1 | 1,406 | $83M |
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
Tj Regional Health Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III) in CA ($67M); by covered participants it is University of Maryland Faculty Physicians, Inc. 403(b) Tax Deferred Annuity Plan in MD (1,371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III) (CA) $67M · 325
- Viewpoint Educational Foundation 403(b) (CA) $67M · 298
- Trevor Day School Retirement and Savings Plan (NY) $67M · 185
- North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan (VT) $67M · 612
Similar participant headcount
Nearest other-state filings by covered participants (1,371 participants); asset peers above are excluded.
- University of Maryland Faculty Physicians, Inc. 403(b) Tax Deferred Annuity Plan (MD) 1,371 · 0 off
- Mercy Drive 403(b) Retirement Plan (NY) 1,372 · 1 off
- Cayuga Medical Center Retirement Savings Plan (NY) 1,369 · 2 off
- Ticua 403(b) Defined Contribution Plan (TN) 1,369 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.