401(k) · DOL Form 5500 · 2024

James Kyle Turnbo, Md, Psc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
63
Participants Small participant base
57th
Percentile by assets National rank
$166,500
Avg per participant Above avg balance/head
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Official DOL plan name: James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan · Sponsored by James Kyle Turnbo, Md, Psc · Kentucky · Healthcare & Social Assistance

$10M in assets, 63 participants

James Kyle Turnbo, Md, Psc's James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan reported $10M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,525 in Healthcare & Social Assistance (16,916 peers)

James Kyle Turnbo, Md, Psc multi-year trail

James Kyle Turnbo, Md, Psc's plans moved +46.4% in assets from 2022 to 2024; this filing shows James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan at $10M / 63 participants.

#10,525
in Healthcare & Social Assistance (16,916 peers)
+18.3%
assets growth YoY

James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,489,492 Top 43% higher than 57% 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

James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan reported participants fell from 65 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611369148 · James Kyle Turnbo, Md, Psc PY 2024 · 401(k)

James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan · $10M · 63 · 57th

  • ASSETS $10M
  • ASSETS 63
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near The Daube Company Savings and Incentive Plan
  • ASSETS ind #10525

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 →

James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan in the asset neighbourhood

James Kyle Turnbo, Md, Psc 401(k) Profit Sharing PlanJames Kyle Turnbo, Md, Psc 4…$10MThe Daube Company Savings and Incentive PlanThe Daube Company Savings an…$10MShore Capital Partners Management, LP Retirement Savings PlanShore Capital Partners Manag…$10MThe Disqo 401(k) Plan$10MStamptech Inc. 401(k) Profit Sharing Plan and TrustStamptech Inc. 401(k) Profit…$10M
End-of-year total assets ($M) among James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

James Kyle Turnbo, Md, Psc multi-year asset trail

Sponsor-wide plan assets over time

All James Kyle Turnbo, Md, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 46.43831235143435% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $7.16M $10.5M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 74 $7M
2023 1 65 $9M
2024 1 63 $10M

James Kyle Turnbo, Md, Psc filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN611369148
Plan Effective Date2000-07-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan, Total assets ($B): 0.010489492 · Participants: 63James Kyle Turnbo, Md, Psc 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan side-by-side with 3 peers →

James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is The Daube Company Savings and Incentive Plan in OK ($10M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan assets move in 2024? ▼
James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan grew sharply - up 18.3% during 2024, from $9M to $10M. Reported net income was $2M.
How have James Kyle Turnbo, Md, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James Kyle Turnbo, Md, Psc's sponsor-wide assets grew 46.4%, from $7M to $10M.
Which 401(k) plans are similar in size to James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Daube Company Savings and Incentive Plan in OK ($10M, 22 participants).
Which 401(k) plans cover a similar participant headcount to James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants, $678K 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 611369148.

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.