Defined Benefit (Pension) · DOL Form 5500 · 2024
Owensboro Health, Inc. Pension Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 1,045
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $117,684
- Avg per participant Below avg balance/head
Official DOL plan name: Owensboro Health Retirement Plan · Sponsored by Owensboro Health, Inc. · Kentucky · Healthcare & Social Assistance
$123M in assets, 1,045 participants
Owensboro Health, Inc.'s Owensboro Health Retirement Plan reported $123M in total assets and 1,045 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,711 in Healthcare & Social Assistance (16,916 peers)
Where Owensboro Health Retirement Plan sits by assets
Owensboro Health Retirement Plan sits in the top 10% of all filed plans by assets, $123M for 1,045 participants (~$117,684/participant), up 6.5% in 2024.
- #15,711
- in Healthcare & Social Assistance (16,916 peers)
- +6.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Owensboro Health Retirement Plan's outsized position by total assets
Owensboro Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$122,979,319 Top 8% higher than 92% 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
Owensboro Health Retirement 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. Owensboro Health Retirement Plan lands in the large band (1,045 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Owensboro Health Retirement Plan reported net income rose from -$1M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Owensboro Health Retirement Plan reported participants fell from 1,310 in the plan year 2023 filing to 1,045 in the plan year 2024 filing.
- Owensboro Health Retirement Plan end-of-year assets rose from $116M in the plan year 2023 filing to $123M in the plan year 2024 filing.
DOL schedule card
Filing strip 611286361 · Owensboro Health, Inc. PY 2024 · Defined Benefit (Pension)
Owensboro Health Retirement Plan · $123M · 1,045 · 92nd
- RANK $123M
- PHOTO 1,045
- IND 92nd
- EOY Defined Benefit (Pension)
- 5500 near Local 522 Pension Fund
- ASSETS ind #15711
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 →
Owensboro Health Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | $7M |
| Employer EIN | 611286361 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Owensboro Health, Inc.)
Sponsor-wide plan assets over time
All Owensboro Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $457M 23.03506588963366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,177 | $372M |
| 2023 | 3 | 6,278 | $408M |
| 2024 | 3 | 5,718 | $457M |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.0B · 742
- Ashland Hercules Pension Plan $924M · 43
- Yum Brands Retirement Plan $711M · 2,572
- Brown-Forman Corporation Salaried Employees Retirement Plan $478M · 1,237
- Ashland Hercules Pension Plan II $441M · 69
Owensboro Health Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Local 522 Pension Fund in NY ($123M); by covered participants it is Consolidated Retirement Plan in NY (1,046 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
- Local 522 Pension Fund (NY) $123M · 844
- Midwest Pension Plan (IL) $123M · 1,725
- Cement Masons - Employers Pension Plan (OR) $123M · 445
- The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC (NY) $123M · 50
Similar participant headcount
Nearest other-state filings by covered participants (1,045 participants); asset peers above are excluded.
- Consolidated Retirement Plan (NY) 1,046 · 1 off
- Retirement Income Plan for the Employees of National Railroad Passenger Corporation (DC) 1,043 · 2 off
- American National Insurance Company Employees Retirement Plan (TX) 1,047 · 2 off
- Church Mutual Insurance Company Cash Balance Plan (WI) 1,041 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.