Other · DOL Form 5500 · 2024
Owensboro Health, Inc. Retirement Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 3,596
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $57,065
- Avg per participant Low balance/head
Official DOL plan name: Owensboro Health 403(b) Safe Harbor Plan · Sponsored by Owensboro Health, Inc. · Kentucky · Healthcare & Social Assistance
$205M in assets, 3,596 participants
Owensboro Health, Inc.'s Owensboro Health 403(b) Safe Harbor Plan reported $205M in total assets and 3,596 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #16,067 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Owensboro Health 403(b) Safe Harbor Plan covers 3,596 participants in Kentucky, 5.6x the typical Kentucky plan (state average ~647 per filing). Assets: $205M.
- #16,067
- in Healthcare & Social Assistance (16,916 peers)
- +21.3%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Owensboro Health 403(b) Safe Harbor Plan's outsized position by total assets
Owensboro Health 403(b) Safe Harbor Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$205,204,665 Top 6% higher than 94% of 123,620 filed plans
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) Safe Harbor 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) Safe Harbor Plan lands in the large band (3,596 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Owensboro Health 403(b) Safe Harbor Plan end-of-year assets rose from $169M in the plan year 2023 filing to $205M in the plan year 2024 filing.
- Owensboro Health 403(b) Safe Harbor Plan reported net income rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Owensboro Health 403(b) Safe Harbor Plan reported participants fell from 3,768 in the plan year 2023 filing to 3,596 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 611286361 · Owensboro Health, Inc. PY 2024 · Other
Owensboro Health 403(b) Safe Harbor Plan · $205M · 3,596 · 94th
- BOY $205M
- SCH 3,596
- EBSA 94th
- PART Other
- TYPE near Davidson College Retirement Plan
- NET ind #16067
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) Safe Harbor Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $169M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | $36M |
| Employer EIN | 611286361 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING 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
| 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.
- Norton Healthcare 403(b) Retirement Savings Plan $2.3B · 21,863
- Baptist Health Thrift Plan $1.2B · N/A
- Electrical Workers Local 369 Retirement Fund $549M · 3,633
- Electrical Workers Local 369 Retirement Fund $499M · 3,367
- Electrical Workers Local 369 Retirement Fund $453M · 3,350
Owensboro Health 403(b) Safe Harbor Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Davidson College Retirement Plan in NC ($205M); by covered participants it is The Driscoll Children's Health 403(b) Retirement Plan in TX (3,596 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- Davidson College Retirement Plan (NC) $205M · 437
- Hillsdale College Defined Contribution Retirement Plan (MI) $205M · 822
- Harvey Mudd College Academic Retirement Plan (CA) $205M · 468
- Archbold Medical Center, Inc. 403(b) Employees Thrift Plan (GA) $206M · 2,883
Similar participant headcount
Nearest other-state filings by covered participants (3,596 participants); asset peers above are excluded.
- The Driscoll Children's Health 403(b) Retirement Plan (TX) 3,596 · 0 off
- Irc 403(b) Retirement Savings Plan (NY) 3,600 · 4 off
- Valley Children's Hospital Defined Contribution Retirement Plan (CA) 3,590 · 6 off
- Anmed Health Retirement Savings Plan (SC) 3,605 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.