Other · DOL Form 5500 · 2024

Owensboro Health, Inc. Retirement Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
1,077
Participants Near avg headcount
92nd
Percentile by assets National rank
$120,024
Avg per participant Near avg balance/head
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Official DOL plan name: Owensboro Health 403(b) Match Plan · Sponsored by Owensboro Health, Inc. · Kentucky · Healthcare & Social Assistance

$129M in assets, 1,077 participants

Owensboro Health, Inc.'s Owensboro Health 403(b) Match Plan reported $129M in total assets and 1,077 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,758 in Healthcare & Social Assistance (16,916 peers)

Where Owensboro Health 403(b) Match Plan sits by assets

Owensboro Health 403(b) Match Plan sits in the top 10% of all filed plans by assets, $129M for 1,077 participants (~$120,024/participant), up 5.0% in 2024.

#15,758
in Healthcare & Social Assistance (16,916 peers)
+5.0%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Owensboro Health 403(b) Match Plan's outsized position by total assets

Owensboro Health 403(b) Match Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$129,265,978 Top 8% higher than 92% of 123,620 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 2024

Owensboro Health 403(b) Match Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owensboro Health 403(b) Match Plan lands in the large band (1,077 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Owensboro Health 403(b) Match Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Owensboro Health 403(b) Match Plan reported participants fell from 1,200 in the plan year 2023 filing to 1,077 in the plan year 2024 filing.
  • Owensboro Health 403(b) Match Plan end-of-year assets rose from $123M in the plan year 2023 filing to $129M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 611286361 · Owensboro Health, Inc. PY 2024 · Other

Owensboro Health 403(b) Match Plan · $129M · 1,077 · 92nd

  • 5500 $129M
  • ASSETS 1,077
  • PCT 92nd
  • EIN Other
  • RANK near Hannibal Regional Hospital Retirement Savings Plan
  • PHOTO ind #15758

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 →

Owensboro Health 403(b) Match Plan in the asset neighbourhood

The Principia Corporation Retirement Plan for Faculty & StaffThe Principia Corporation Re…$130MHannibal Regional Hospital Retirement Savings PlanHannibal Regional Hospital R…$130MOwensboro Health 403(b) Match PlanOwensboro Health 403(b) Matc…$129MThe Community Solution 403(b) PlanThe Community Solution 403(b…$129MElectrical Workers Defined Contribution Plan for Northern NevadaElectrical Workers Defined C…$129M
End-of-year total assets ($M) among Owensboro Health 403(b) Match Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$123M
Net Assets (End of Year)$129M
Net Income$7M
Employer EIN611286361
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owensboro Health, Inc.)

Sponsor-wide plan assets over time

All Owensboro Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$457M 23.03506588963366% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $372M $457M ▲ +23.0%
Year Plans Participants Total Assets
2022 3 6,177 $372M
2023 3 6,278 $408M
2024 3 5,718 $457M

Nearby Other Plans in Kentucky

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

Owensboro Health 403(b) Match Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.522.5 Total assets ($B) Participants Owensboro Health 403(b) Match Plan, Total assets ($B): 0.129265978 · Participants: 1077Owensboro Health 403(b) Match PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 2.274518139 · Participants: 21863Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.156320612 · Participants: 0Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.548729286 · Participants: 3633Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.498958779 · Participants: 3367Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.452526825 · Participants: 3350Electrical Workers Local 369 Retirement Fund
Owensboro Health 403(b) Match Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Owensboro Health 403(b) Match Plan side-by-side with 3 peers →

Owensboro Health 403(b) Match Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Hannibal Regional Hospital Retirement Savings Plan in MO ($130M); by covered participants it is Special People in Northeast, Inc. 403(b) Plan in PA (1,077 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,077 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Owensboro Health 403(b) Match Plan assets move in 2024? ▼
Owensboro Health 403(b) Match Plan edged up modestly - up 5.0% during 2024, from $123M to $129M. Reported net income was $7M.
How have Owensboro Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owensboro Health, Inc.'s sponsor-wide assets grew 23.0%, from $372M to $457M.
Where does Owensboro Health 403(b) Match Plan rank by assets among Form 5500 filers? ▼
Owensboro Health 403(b) Match Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Owensboro Health 403(b) Match Plan? ▼
Among Other plans in other states, the closest by assets is Hannibal Regional Hospital Retirement Savings Plan in MO ($130M, 1,605 participants).
Which Other plans cover a similar participant headcount to Owensboro Health 403(b) Match Plan? ▼
Among Other plans in other states, the closest by covered participants is Special People in Northeast, Inc. 403(b) Plan in PA (1,077 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611286361.

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.