Other · DOL Form 5500 · 2024
Jennie Stuart Medical Center Retirement Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 1,088
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $37,548
- Avg per participant Low balance/head
Official DOL plan name: Jennie Stuart Medical Center 403(b) Plan · Sponsored by Jennie Stuart Medical Center · Kentucky · Healthcare & Social Assistance
$41M in assets, 1,088 participants
Jennie Stuart Medical Center's Jennie Stuart Medical Center 403(b) Plan reported $41M in total assets and 1,088 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,254 in Healthcare & Social Assistance (16,916 peers)
Where Jennie Stuart Medical Center 403(b) Plan sits by assets
Jennie Stuart Medical Center 403(b) Plan sits in the top quartile of all filed plans by assets, $41M for 1,088 participants (~$37,548/participant), up 24.8% in 2024.
- #14,254
- in Healthcare & Social Assistance (16,916 peers)
- +24.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Jennie Stuart Medical Center 403(b) Plan's outsized position by total assets
Jennie Stuart Medical Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,852,693 Top 18% higher than 82% 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
Jennie Stuart Medical Center 403(b) 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. Jennie Stuart Medical Center 403(b) Plan lands in the large band (1,088 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jennie Stuart Medical Center 403(b) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Jennie Stuart Medical Center 403(b) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
DOL schedule card
Filing strip 610482973 · Jennie Stuart Medical Center PY 2024 · Other
Jennie Stuart Medical Center 403(b) Plan · $41M · 1,088 · 82nd
- PART $41M
- PART 1,088
- PART 82nd
- PART Other
- PART near Defined Contribution Pension Plan for Employees of National Industries
- PART ind #14254
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 →
Jennie Stuart Medical Center 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $8M |
| Employer EIN | 610482973 |
| Plan Effective Date | 2016-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jennie Stuart Medical Center)
Sponsor-wide plan assets over time
All Jennie Stuart Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 58.94936222708667% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,017 | $26M |
| 2023 | 1 | 1,086 | $33M |
| 2024 | 1 | 1,088 | $41M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $2.3B · 21,863
- Baptist Health Thrift Plan $1.2B · N/A
- Electrical Workers Local 369 Retirement Fund $549M · 3,633
- Electrical Workers Local 369 Retirement Fund $499M · 3,367
- Electrical Workers Local 369 Retirement Fund $453M · 3,350
Jennie Stuart Medical Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Defined Contribution Pension Plan for Employees of National Industries in VA ($41M); by covered participants it is Michigan Public Health Institute 403(b) Retirement Savings Plan in MI (1,087 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,088 participants); asset peers above are excluded.
- Michigan Public Health Institute 403(b) Retirement Savings Plan (MI) 1,087 · 1 off
- Path Corporation 403(b) Plan (CA) 1,089 · 1 off
- Bethesda 403b Retirement Plan (CO) 1,090 · 2 off
- New York Institute of Technology Defined Contribution Retirement Plan (NY) 1,090 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.