401(k)
2024 plan-year 401(k) DOL Form 5500

CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CUMBERLAND FAMILY MEDICAL CENTER

This 401(k) plan holds $60M in total assets and serves 962 participants as of 2024. It is sponsored by CUMBERLAND FAMILY MEDICAL CENTER in Kentucky. The plan reported positive net income of $13M for the year.

Total Assets (2023)
$60M
Participants
962
State
Industry
Healthcare & Social Assistance

What the Filing Says About CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN

CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN is a 401(k) retirement plan sponsored by CUMBERLAND FAMILY MEDICAL CENTER, headquartered in Kentucky. As of the 2024 Form 5500 filing, the plan reports $60M in total end-of-year assets and covers 962 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 203131989, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $46M at the beginning of 2024 to $60M at year-end — a gain of 29.2%. Net assets (after liabilities) closed the year at $60M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$46M
Total Assets (End of Year)$60M
Net Assets (End of Year)$60M
Net Income$13M
Plan Type401(k)
Employer EIN203131989
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CUMBERLAND FAMILY MEDICAL CENTER)

Year Plans Participants Total Assets
2022 1 767 $34M
2023 1 850 $46M
2024 1 962 $60M

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Frequently Asked Questions

How much money is in the CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN?
As of the 2024 Form 5500 filing, CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN holds $60M in total assets with 962 participants. It is sponsored by CUMBERLAND FAMILY MEDICAL CENTER.
What type of plan is CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN?
CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 203131989.
Who sponsors the CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN?
CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN is sponsored by CUMBERLAND FAMILY MEDICAL CENTER, located in Kentucky. The sponsor's EIN is 203131989 and the plan operates in the Healthcare & Social Assistance industry.
How did CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN perform in 2024?
CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN grew by 29.2% during 2024, moving from $46M to $60M in total assets. Net income was $13M.
Where can I find official filings for CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN?
Official Form 5500 filings for CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 203131989 or plan name at efast.dol.gov.
How does CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN compare to other plans?
You can compare CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 203131989.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.