Other · DOL Form 5500 · 2024
Caldwell Medical Center Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 231
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $21,474
- Avg per participant Low balance/head
Official DOL plan name: Caldwell Medical Center Inc. Tax Deferred Annuity Plan · Sponsored by Caldwell Medical Center · Kentucky · Healthcare & Social Assistance
$5M in assets, 231 participants
Caldwell Medical Center's Caldwell Medical Center Inc. Tax Deferred Annuity Plan reported $5M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,593 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Caldwell Medical Center Inc. Tax Deferred Annuity Plan covers 231 participants in Kentucky, about 36% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.
- #7,593
- in Healthcare & Social Assistance (16,916 peers)
- +17.0%
- assets growth YoY
Caldwell Medical Center Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Caldwell Medical Center Inc. Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,960,552 42nd percentile higher than 42% 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
Caldwell Medical Center Inc. Tax Deferred Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caldwell Medical Center Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (231 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caldwell Medical Center Inc. Tax Deferred Annuity Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Caldwell Medical Center Inc. Tax Deferred Annuity Plan reported net income rose from $644K in the plan year 2023 filing to $719K in the plan year 2024 filing.
- Caldwell Medical Center Inc. Tax Deferred Annuity Plan reported participants fell from 234 in the plan year 2023 filing to 231 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 610432526 · Caldwell Medical Center PY 2024 · Other
Caldwell Medical Center Inc. Tax Deferred Annuity Plan · $5M · 231 · 42nd
- VS-ST $5M
- VS-ST 231
- VS-ST 42nd
- VS-ST Other
- VS-ST near Community Day School Retirement Savings Plan
- VS-ST ind #7593
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 →
Caldwell Medical Center Inc. Tax Deferred Annuity Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $719K |
| Employer EIN | 610432526 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caldwell Medical Center)
Sponsor-wide plan assets over time
All Caldwell Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 37.98897880046399% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 246 | $4M |
| 2023 | 1 | 234 | $4M |
| 2024 | 1 | 231 | $5M |
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
Caldwell Medical Center Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Community Day School Retirement Savings Plan in PA ($5M); by covered participants it is Campus Child Care, Inc. 403(b) Retirement Plan in MA (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Community Day School Retirement Savings Plan (PA) $5M · 55
- Human Service Center 403(b) Retirement Plan (IL) $5M · 132
- Accra Care 403(b) Plan (MN) $5M · 8,399
- Saint Francis House, Inc. 403(b) Savings Plan (MA) $5M · 120
Similar participant headcount
Nearest other-state filings by covered participants (231 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.