Profit Sharing · DOL Form 5500 · 2024
Breckinridge Health, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 288
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $16,274
- Avg per participant Low balance/head
Official DOL plan name: Breckinridge Health, Inc, 403(b) Plan · Sponsored by Breckinridge Health, Inc. · Kentucky · Healthcare & Social Assistance
$5M in assets, 288 participants
Breckinridge Health, Inc.'s Breckinridge Health, Inc, 403(b) Plan reported $5M in total assets and 288 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #7,361 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Breckinridge Health, Inc, 403(b) Plan covers 288 participants in Kentucky, about 45% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.
- #7,361
- in Healthcare & Social Assistance (16,916 peers)
- +16.7%
- assets growth YoY
Breckinridge Health, Inc, 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Breckinridge Health, Inc, 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,686,999 41st percentile higher than 41% 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
Breckinridge Health, Inc, 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Breckinridge Health, Inc, 403(b) Plan sits mid-pack in the medium band (288 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Breckinridge Health, Inc, 403(b) Plan reported net income rose from -$110K in the plan year 2023 filing to $671K in the plan year 2024 filing.
- Breckinridge Health, Inc, 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 610525158 · Breckinridge Health, Inc. PY 2024 · Profit Sharing
Breckinridge Health, Inc, 403(b) Plan · $5M · 288 · 41st
- PHOTO $5M
- IND 288
- EOY 41st
- 5500 Profit Sharing
- ASSETS near Zgouvas, Eiring & Associates Consulting Engineers, Inc. Profit Sharing Plan
- PCT ind #7361
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 →
Breckinridge Health, Inc, 403(b) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $671K |
| Employer EIN | 610525158 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Breckinridge Health, Inc.)
Sponsor-wide plan assets over time
All Breckinridge Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 13.680962206347363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 271 | $4M |
| 2023 | 1 | 287 | $4M |
| 2024 | 1 | 288 | $5M |
Nearby Profit Sharing Plans in Kentucky
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Commonspirit Health ERISA 403(b) Plan $2.9B · 29,259
- IBEW Local 150 Supplemental Pension Fund $311M · 1,368
- Med Center Health Retirement Savings Plan $99M · 3,155
- Dismas Charities, Inc. Retirement Plan $39M · 594
- Ball Homes, LLC Retirement Plan $39M · 220
Breckinridge Health, Inc, 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Kentucky, the nearest Profit Sharing by assets is Zgouvas, Eiring & Associates Consulting Engineers, Inc. Profit Sharing Plan in AL ($5M); by covered participants it is Lending Solutions, Inc. ESOP in IL (288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.
- Lending Solutions, Inc. ESOP (IL) 288 · 0 off
- Lowenstein Sandler 2016 Profit Sharing Plan (NJ) 287 · 1 off
- Logan University, Inc. Profit Sharing Plan (MO) 287 · 1 off
- Mohawk Northeast, Inc. Retirement Plan (CT) 286 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.