401(k)
2024 plan-year 401(k) DOL Form 5500

Inlet Health 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Inlet Health, Inc. · Kentucky · Healthcare & Social Assistance

What the 2023 filing shows

Inlet Health 401(k) Plan holds $12M for 740 participants — about $16,644 per participant, up 74.9% over the 2024 plan year.

$12M
total plan assets (2024 EOY)
740
covered participants
$16,644
avg assets per participant
+74.9%
assets growth YoY
Total Assets (2023)
$12M
Participants
740
State
Industry
Healthcare & Social Assistance

What the Filing Says About Inlet Health 401(k) Plan

Inlet Health 401(k) Plan is a 401(k) retirement plan sponsored by Inlet Health, Inc., headquartered in Kentucky. As of the 2024 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 740 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 990813132, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2024 to $12M at year-end — a gain of 74.9%. Net assets (after liabilities) closed the year at $12M, with reported net income of $968K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$968K
Plan Type401(k)
Employer EIN990813132
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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Frequently Asked Questions

How much money is in the Inlet Health 401(k) Plan?
As of the 2024 Form 5500 filing, Inlet Health 401(k) Plan holds $12M in total assets with 740 participants. It is sponsored by Inlet Health, Inc..
What type of plan is Inlet Health 401(k) Plan?
Inlet Health 401(k) Plan is a 401(k) plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 990813132.
Who sponsors the Inlet Health 401(k) Plan?
Inlet Health 401(k) Plan is sponsored by Inlet Health, Inc., located in Kentucky. The sponsor's EIN is 990813132 and the plan operates in the Healthcare & Social Assistance industry.
How did Inlet Health 401(k) Plan perform in 2024?
Inlet Health 401(k) Plan grew by 74.9% during 2024, moving from $7M to $12M in total assets. Net income was $968K.
Where can I find official filings for Inlet Health 401(k) Plan?
Official Form 5500 filings for Inlet Health 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990813132 or plan name at efast.dol.gov.
How does Inlet Health 401(k) Plan compare to other plans?
You can compare Inlet Health 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 990813132.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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