401(k) · DOL Form 5500 · 2024
Cumberland Family Medical Center 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 962
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $62,019
- Avg per participant Low balance/head
Official DOL plan name: Cumberland Family Medical Center Safe Harbor 401(k) Plan · Sponsored by Cumberland Family Medical Center · Kentucky · Healthcare & Social Assistance
$60M in assets, 962 participants
Cumberland Family Medical Center's Cumberland Family Medical Center Safe Harbor 401(k) Plan reported $60M in total assets and 962 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,896 in Healthcare & Social Assistance (16,916 peers)
Where Cumberland Family Medical Center Safe Harbor 401(k) Plan sits by assets
Cumberland Family Medical Center Safe Harbor 401(k) Plan sits in the top quartile of all filed plans by assets, $60M for 962 participants (~$62,019/participant), up 29.2% in 2024.
- #14,896
- in Healthcare & Social Assistance (16,916 peers)
- +29.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Cumberland Family Medical Center Safe Harbor 401(k) Plan's outsized position by total assets
Cumberland Family Medical Center Safe Harbor 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$59,662,232 Top 14% higher than 86% 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
Cumberland Family Medical Center Safe Harbor 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cumberland Family Medical Center Safe Harbor 401(k) Plan sits mid-pack in the medium band (962 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cumberland Family Medical Center Safe Harbor 401(k) Plan end-of-year assets rose from $46M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Cumberland Family Medical Center Safe Harbor 401(k) Plan reported participants rose from 850 in the plan year 2023 filing to 962 in the plan year 2024 filing.
- Cumberland Family Medical Center Safe Harbor 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 203131989 · Cumberland Family Medical Center PY 2024 · 401(k)
Cumberland Family Medical Center Safe Harbor 401(k) Plan · $60M · 962 · 86th
- EIN $60M
- RANK 962
- PHOTO 86th
- IND 401(k)
- EOY near Incyte Diagnostics Retirement Plan
- 5500 ind #14896
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 →
Cumberland Family Medical Center Safe Harbor 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $13M |
| Employer EIN | 203131989 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cumberland Family Medical Center)
Sponsor-wide plan assets over time
All Cumberland Family Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 78.03964614944434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 767 | $34M |
| 2023 | 1 | 850 | $46M |
| 2024 | 1 | 962 | $60M |
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
Cumberland Family Medical Center Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Incyte Diagnostics Retirement Plan in WA ($60M); by covered participants it is Moneygram International, Inc. 401(k) Plan in TX (962 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Incyte Diagnostics Retirement Plan (WA) $60M · 445
- Nine Energy Service 401(k) Plan (TX) $60M · 1,116
- Philadelphia Eagles 401(k) Plan (PA) $60M · 298
- Comar, LLC 401(k) Plan (NJ) $60M · 840
Similar participant headcount
Nearest other-state filings by covered participants (962 participants); asset peers above are excluded.
- Moneygram International, Inc. 401(k) Plan (TX) 962 · 0 off
- Presto 401(k) Plan (WI) 962 · 0 off
- Holcim (US) Inc. Union 401(k) Plan (MI) 962 · 0 off
- New Charter Technologies 401(k) Plan (CO) 962 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.