Other · DOL Form 5500 · 2024
Uofl Health, Inc. Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 1,119
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $33,083
- Avg per participant Low balance/head
Official DOL plan name: University Hospital 403(b) Plan · Sponsored by Uofl Health, Inc. · Kentucky · Healthcare & Social Assistance
$37M in assets, 1,119 participants
Uofl Health, Inc.'s University Hospital 403(b) Plan reported $37M in total assets and 1,119 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #14,071 in Healthcare & Social Assistance (16,916 peers)
Where University Hospital 403(b) Plan sits by assets
University Hospital 403(b) Plan sits in the top quartile of all filed plans by assets, $37M for 1,119 participants (~$33,083/participant), up 8.6% in 2024.
- #14,071
- in Healthcare & Social Assistance (16,916 peers)
- +8.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
University Hospital 403(b) Plan's outsized position by total assets
University Hospital 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,019,403 Top 20% higher than 80% 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
University Hospital 403(b) 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. University Hospital 403(b) Plan lands in the large band (1,119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Hospital 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- University Hospital 403(b) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- University Hospital 403(b) Plan reported participants fell from 1,180 in the plan year 2023 filing to 1,119 in the plan year 2024 filing.
DOL schedule card
Filing strip 843125292 · Uofl Health, Inc. PY 2024 · Other
University Hospital 403(b) Plan · $37M · 1,119 · 80th
- BOOK $37M
- BOOK 1,119
- BOOK 80th
- BOOK Other
- BOOK near Tiaa-Cref Tax Deferred Annuity for All Employees O
- BOOK ind #14071
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 →
University Hospital 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $3M |
| Employer EIN | 843125292 |
| Plan Effective Date | 1996-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uofl Health, Inc.)
Sponsor-wide plan assets over time
All Uofl Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $603M 20.43683430317004% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 2 | 9,568 | $501M |
| 2024 | 2 | 12,045 | $603M |
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
University Hospital 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Tiaa-Cref Tax Deferred Annuity for All Employees O in NY ($37M); by covered participants it is Calvin University 403(b) Retirement Plan in MI (1,118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,119 participants); asset peers above are excluded.
- Calvin University 403(b) Retirement Plan (MI) 1,118 · 1 off
- Stevenson University, Inc. Retirement Savings Plan (MD) 1,120 · 1 off
- 403(b) Thrift Plan for Employees of Ability Beyond Disability, Inc. (CT) 1,121 · 2 off
- IBEW Local No. 86 Annuity Fund (NY) 1,121 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.