401(k) · DOL Form 5500 · 2024
New Lexington Clinic, P.S.C. 401(k) Plan
Data updated 2026-08-11
- $295M
- Total assets
- 1,392
- Participants
- 96th
- Percentile by assets
- $212,259
- Avg per participant
Official DOL plan name: New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan · Sponsored by New Lexington Clinic, P.S.C. · Kentucky · Healthcare & Social Assistance
$295M in assets, 1,392 participants
New Lexington Clinic, P.S.C.'s New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan reported $295M in total assets and 1,392 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #16,236 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan covers 1,392 participants in Kentucky, 2.2x the typical Kentucky plan (state average ~647 per filing). Assets: $295M.
- $295M
- total plan assets (2024 EOY)
- 1,392
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $212,259
- avg assets per participant
Where New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan sits by total assets
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$295,465,129 Top 4% higher than 96% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan reported participants rose from 1,071 in the plan year 2023 filing to 1,392 in the plan year 2024 filing.
- New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan end-of-year assets rose from $251M in the plan year 2023 filing to $295M in the plan year 2024 filing.
- New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan reported net income fell from $52M in the plan year 2023 filing to $45M in the plan year 2024 filing.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan reports 1,392 participants - 2.2x that state average ($295M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $251M |
|---|---|
| Net Assets (End of Year) | $295M |
| Net Income | $45M |
| Employer EIN | 611262927 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Lexington Clinic, P.S.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,011 | $199M |
| 2023 | 1 | 1,071 | $251M |
| 2024 | 1 | 1,392 | $295M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan by total assets, not by location.
- Life Care Companies LLC Retirement and 401(k) Savings Plan (IA) $295M · 12,850
- Lifestance Health 401(k) Plan (AZ) $295M · 9,008
- Peterson Holding Co. Incentive Retirement Plan (CA) $296M · 1,488
- Oregon Tool 401(k) Retirement Profit Sharing Plus Plan (OR) $295M · 1,090
Frequently Asked Questions
How did New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan assets move in 2024? ▼
How have New Lexington Clinic, P.S.C. plan assets changed over time? ▼
Where does New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan? ▼
Next read for New Lexington Clinic, P.S.C. Savings and…
Filing takeaways
Ways to act on New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan's numbers.
- By total assets, New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
- New Lexington Clinic, P.S.C.'s sponsor-wide assets have grown 48.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans