Other · DOL Form 5500 · 2024
Norton Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 21,863
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $104,035
- Avg per participant Below avg balance/head
Official DOL plan name: Norton Healthcare 403(b) Retirement Savings Plan · Sponsored by Norton Healthcare, Inc. · Kentucky · Healthcare & Social Assistance
$2.3B in assets, 21,863 participants
Norton Healthcare, Inc.'s Norton Healthcare 403(b) Retirement Savings Plan reported $2.3B in total assets and 21,863 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,819 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Norton Healthcare 403(b) Retirement Savings Plan covers 21,863 participants in Kentucky, 34x the typical Kentucky plan (state average ~647 per filing). Assets: $2.3B.
- #16,819
- in Healthcare & Social Assistance (16,916 peers)
- +19.6%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
Norton Healthcare 403(b) Retirement Savings Plan's outsized position by total assets
Norton Healthcare 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,274,518,139 Top 1% higher than 99% 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
Norton Healthcare 403(b) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norton Healthcare 403(b) Retirement Savings Plan is a mega filing (21,863 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Norton Healthcare 403(b) Retirement Savings Plan end-of-year assets rose from $1.9B in the plan year 2023 filing to $2.3B in the plan year 2024 filing.
- Norton Healthcare 403(b) Retirement Savings Plan reported net income fell from $450M in the plan year 2023 filing to $373M in the plan year 2024 filing.
- Norton Healthcare 403(b) Retirement Savings Plan reported participants rose from 20,109 in the plan year 2023 filing to 21,863 in the plan year 2024 filing.
DOL schedule card
Filing strip 611028725 · Norton Healthcare, Inc. PY 2024 · Other
Norton Healthcare 403(b) Retirement Savings Plan · $2.3B · 21,863 · 99th
- NET $2.3B
- NET 21,863
- NET 99th
- NET Other
- NET near Supplemental Retirement Annuity Plan of the University of Pennsylvania
- NET ind #16819
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 →
Norton Healthcare 403(b) Retirement Savings Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $373M |
| Employer EIN | 611028725 |
| Plan Effective Date | 1983-06-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Norton Healthcare, Inc.)
Sponsor-wide plan assets over time
All Norton Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.4B 51.40092652041683% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,652 | $1.6B |
| 2023 | 2 | 22,664 | $2.1B |
| 2024 | 2 | 24,212 | $2.4B |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Owensboro Health 403(b) Safe Harbor Plan $205M · 3,596
Scale composition for Norton Healthcare 403(b) Retirement Savings Plan
Norton Healthcare 403(b) Retirement Savings Plan reports $2.3B in end-of-year assets across 21,863 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $104,035 per participant (75% of the national average assets-per-participant) . Net income for plan year 2024 was $373M.
This plan identity (EIN 611028725, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.3B (+56.7%) while covered participants moved from 17,896 to 21,863 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,896 | $1.5B | Open filing |
| 2023 | 20,109 | $1.9B | Open filing |
| 2024 · index core | 21,863 | $2.3B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Norton Healthcare, Inc. Retirement Plan (Defined Benefit (Pension), $169M, 2,349 participants)
Norton Healthcare 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Supplemental Retirement Annuity Plan of the University of Pennsylvania in PA ($2.3B); by covered participants it is Inova Health System 403(b) Plan in VA (22,057 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (PA) $2.3B · 26,892
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) $2.3B · 22,447
- Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (NY) $2.2B · 5,142
- Caltech Voluntary Retirement Plan (CA) $2.3B · 8,554
Similar participant headcount
Nearest other-state filings by covered participants (21,863 participants); asset peers above are excluded.
- Inova Health System 403(b) Plan (VA) 22,057 · 194 off
- The University of Pennsylvania Matching Plan (PA) 22,110 · 247 off
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) 21,490 · 373 off
- Carpenters & Joiners Defined Contribution Plan (MN) 22,289 · 426 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.