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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Trevor Day School Retirement and Savings PlanTrevor Day School Retirement…$67MCalifornia Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III)California Pacific Medical C…$67MViewpoint Educational Foundation 403(b)Viewpoint Educational Founda…$67MTj Regional Health Inc. 403(b) PlanTj Regional Health Inc. 403(…$67MNorth Country Health System, Inc. Contributory Tax Sheltered Retirement PlanNorth Country Health System,…$67M
End-of-year total assets ($M) among Tj Regional Health Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$67M
Net Income$14M
Employer EIN610461767
Plan Effective Date1987-05-22
Filing StatusFILING 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
$70M$80M$90M$100M$110M 202220232024 $78.2M $83.3M ▲ +6.5%
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.

Tj Regional Health Inc. 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 ($B) Participants Tj Regional Health Inc. 403(b) Plan, Total assets ($B): 0.067218895 · Participants: 1371Tj Regional Health Inc. 403(b) 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
Tj Regional Health Inc. 403(b) Plan vs. nearby Other plans in Kentucky, assets vs. participants

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.

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 Tj Regional Health Inc. 403(b) Plan assets move in 2023?
Tj Regional Health Inc. 403(b) Plan grew sharply - up 26.8% during 2023, from $53M to $67M. Reported net income was $14M.
How have Tj Regional Health Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tj Regional Health Inc.'s sponsor-wide assets grew 6.5%, from $78M to $83M.
Where does Tj Regional Health Inc. 403(b) Plan rank by assets among Form 5500 filers?
Tj Regional Health Inc. 403(b) Plan ranks in the 88th 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 Tj Regional Health Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III) in CA ($67M, 325 participants).
Which Other plans cover a similar participant headcount to Tj Regional Health Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is University of Maryland Faculty Physicians, Inc. 403(b) Tax Deferred Annuity Plan in MD (1,371 participants, $72M in assets).