401(k) · DOL Form 5500 · 2024

Uofl Health, Inc. 401(k) Plan

Data updated 2026-08-25

$566M
Total assets Above avg plan size
10,926
Participants Very large workforce
97th
Percentile by assets National rank
$51,784
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Uofl Health 401(k) Plan · Sponsored by Uofl Health, Inc. · Kentucky · Healthcare & Social Assistance

$566M in assets, 10,926 participants

Uofl Health, Inc.'s Uofl Health 401(k) Plan reported $566M in total assets and 10,926 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #16,493 in Healthcare & Social Assistance (16,916 peers)

Coverage in Kentucky

Uofl Health 401(k) Plan covers 10,926 participants in Kentucky, 17x the typical Kentucky plan (state average ~647 per filing). Assets: $566M.

#16,493
in Healthcare & Social Assistance (16,916 peers)
+21.3%
assets growth YoY
5.7×
vs typical plan assets (national mean)

Uofl Health 401(k) Plan's outsized position by total assets

Uofl Health 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$565,793,727 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Uofl Health 401(k) 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. Uofl Health 401(k) Plan is a mega filing (10,926 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uofl Health 401(k) Plan reported participants rose from 8,388 in the plan year 2023 filing to 10,926 in the plan year 2024 filing.
  • Uofl Health 401(k) Plan end-of-year assets rose from $466M in the plan year 2023 filing to $566M in the plan year 2024 filing.
  • Uofl Health 401(k) Plan reported net income fell from $101M in the plan year 2023 filing to $99M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 843125292 · Uofl Health, Inc. PY 2024 · 401(k)

Uofl Health 401(k) Plan · $566M · 10,926 · 97th

  • PHOTO $566M
  • PHOTO 10,926
  • PHOTO 97th
  • PHOTO 401(k)
  • PHOTO near Gpi Hourly Savings Plan
  • PHOTO ind #16493

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 →

Uofl Health 401(k) Plan in the asset neighbourhood

Spotify USA Inc. 401(k) Profit Sharing Plan and TrustSpotify USA Inc. 401(k) Prof…$566MGpi Hourly Savings Plan$566MUofl Health 401(k) Plan$566M401(k) Plan for the Washington Post and Companies401(k) Plan for the Washingt…$566MIon Group 401(k) Plan$565M
End-of-year total assets ($M) among Uofl Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$466M
Net Assets (End of Year)$566M
Net Income$99M
Employer EIN843125292
Plan Effective Date1996-02-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Uofl Health, Inc.)

Sponsor-wide plan assets over time

All Uofl Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$603M 20.43683430317004% vs 2023
2024 filing year
$450M$500M$550M$600M$650M 20232024 $501M $603M ▲ +20.4%
Year Plans Participants Total Assets
2023 2 9,568 $501M
2024 2 12,045 $603M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Uofl Health 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Uofl Health 401(k) Plan, Total assets ($B): 0.565793727 · Participants: 10926Uofl Health 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Uofl Health 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Uofl Health 401(k) Plan side-by-side with 3 peers →

Uofl Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Gpi Hourly Savings Plan in GA ($566M); by covered participants it is Rbc- U.S.a. Retirement and Savings Plan in MN (10,926 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($566M here).

Similar participant headcount

Nearest other-state filings by covered participants (10,926 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Uofl Health 401(k) Plan assets move in 2024? ▼
Uofl Health 401(k) Plan grew sharply - up 21.3% during 2024, from $466M to $566M. Reported net income was $99M.
How have Uofl Health, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Uofl Health, Inc.'s sponsor-wide assets grew 20.4%, from $501M to $603M.
Where does Uofl Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Uofl Health 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Uofl Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gpi Hourly Savings Plan in GA ($566M, 6,004 participants).
Which 401(k) plans cover a similar participant headcount to Uofl Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rbc- U.S.a. Retirement and Savings Plan in MN (10,926 participants, $4.3B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843125292.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.