401(k) · DOL Form 5500 · 2024
New Lexington Clinic, P.S.C. 401(k) Plan
Data updated 2026-08-25
- $295M
- Total assets Near avg plan size
- 1,392
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $212,259
- Avg per participant Above avg balance/head
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.
- #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.
- #16,236
- in Healthcare & Social Assistance (16,916 peers)
- +17.9%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan's outsized position 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
New Lexington Clinic, P.S.C. Savings and Profit Sharing 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. New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan lands in the large band (1,392 participants).
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.
Published 5500 schedule card
Filing strip 611262927 · New Lexington Clinic, P.S.C. PY 2024 · 401(k)
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan · $295M · 1,392 · 96th
- PART $295M
- PART 1,392
- PART 96th
- PART 401(k)
- PART near Life Care Companies LLC Retirement and 401(k) Savings Plan
- PART ind #16236
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 →
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All New Lexington Clinic, P.S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $295M 48.62620557057908% vs 2022
- 2024 filing year
| 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.
- 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
New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Life Care Companies LLC Retirement and 401(k) Savings Plan in IA ($295M); by covered participants it is Inw Manufacturing 401(k) Plan in UT (1,392 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($295M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,392 participants); asset peers above are excluded.
- Inw Manufacturing 401(k) Plan (UT) 1,392 · 0 off
- Jdk Management Co. L.P. Employee Savings and Retirement Plan (PA) 1,392 · 0 off
- Spring Hills LLC 401(k) Plan (NJ) 1,391 · 1 off
- Ellwood 401(k) Retirement Plan (PA) 1,393 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.