Defined Benefit (Pension) · DOL Form 5500 · 2024
Norton Healthcare, Inc. Pension Plan
Data updated 2026-08-25
- $169M
- Total assets Near avg plan size
- 2,349
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $71,804
- Avg per participant Below avg balance/head
Official DOL plan name: Norton Healthcare, Inc. Retirement Plan · Sponsored by Norton Healthcare, Inc. · Kentucky · Healthcare & Social Assistance
$169M in assets, 2,349 participants
Norton Healthcare, Inc.'s Norton Healthcare, Inc. Retirement Plan reported $169M in total assets and 2,349 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #15,950 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Norton Healthcare, Inc. Retirement Plan covers 2,349 participants in Kentucky, 3.6x the typical Kentucky plan (state average ~647 per filing). Assets: $169M.
- #15,950
- in Healthcare & Social Assistance (16,916 peers)
- -1.3%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Norton Healthcare, Inc. Retirement Plan's outsized position by total assets
Norton Healthcare, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$168,668,358 Top 6% higher than 94% 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, Inc. 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. Norton Healthcare, Inc. Retirement Plan lands in the large band (2,349 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Norton Healthcare, Inc. Retirement Plan reported net income fell from $8M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Norton Healthcare, Inc. Retirement Plan reported participants fell from 2,555 in the plan year 2023 filing to 2,349 in the plan year 2024 filing.
- Norton Healthcare, Inc. Retirement Plan end-of-year assets fell from $171M in the plan year 2023 filing to $169M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 611028725 · Norton Healthcare, Inc. PY 2024 · Defined Benefit (Pension)
Norton Healthcare, Inc. Retirement Plan · $169M · 2,349 · 94th
- PHOTO $169M
- IND 2,349
- EOY 94th
- 5500 Defined Benefit (Pension)
- ASSETS near Sheet Metal Workers Local 98 Pension Fund
- PCT ind #15950
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, Inc. Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $169M |
| Net Income | -$1M |
| Employer EIN | 611028725 |
| Plan Effective Date | 1991-01-01 |
| 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 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
Norton Healthcare, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local 98 Pension Fund in WV ($169M); by covered participants it is Pension and Retirement Plan in DE (2,351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($169M here).
- Sheet Metal Workers Local 98 Pension Fund (WV) $169M · 741
- Shore Medical Center Pension Plan (NJ) $168M · 269
- Smart & Final Pension Plan (CA) $169M · 1,313
- Media Guild Retirement Plan (CA) $169M · 42
Similar participant headcount
Nearest other-state filings by covered participants (2,349 participants); asset peers above are excluded.
- Pension and Retirement Plan (DE) 2,351 · 2 off
- Oregon Laborers-Employers Pension Plan (OR) 2,346 · 3 off
- Painters and Allied Trades District Council No. 35 Pension Fund (MA) 2,342 · 7 off
- Exelon Corporation Pension Plan for Bargaining Unit Employees (IL) 2,340 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.