Other · DOL Form 5500 · 2024
Ephraim Mcdowell Health Retirement Plan
Data updated 2026-08-25
- $203M
- Total assets Near avg plan size
- 1,851
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $109,447
- Avg per participant Below avg balance/head
Official DOL plan name: Emh Retirement Savings Plan · Sponsored by Ephraim Mcdowell Health · Kentucky · Healthcare & Social Assistance
$203M in assets, 1,851 participants
Ephraim Mcdowell Health's Emh Retirement Savings Plan reported $203M in total assets and 1,851 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.
- #16,061 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Emh Retirement Savings Plan covers 1,851 participants in Kentucky, 2.9x the typical Kentucky plan (state average ~647 per filing). Assets: $203M.
- #16,061
- in Healthcare & Social Assistance (16,916 peers)
- +12.9%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Emh Retirement Savings Plan's outsized position by total assets
Emh Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$202,586,878 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
Emh Retirement Savings 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. Emh Retirement Savings Plan lands in the large band (1,851 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Emh Retirement Savings Plan end-of-year assets rose from $179M in the plan year 2023 filing to $203M in the plan year 2024 filing.
- Emh Retirement Savings Plan reported participants rose from 1,706 in the plan year 2023 filing to 1,851 in the plan year 2024 filing.
- Emh Retirement Savings Plan reported net income fell from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 610492356 · Ephraim Mcdowell Health PY 2024 · Other
Emh Retirement Savings Plan · $203M · 1,851 · 94th
- 5500 $203M
- 5500 1,851
- 5500 94th
- 5500 Other
- 5500 near Iolani School Defined Contribution Retirement Plan
- 5500 ind #16061
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 →
Emh Retirement Savings Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $179M |
|---|---|
| Net Assets (End of Year) | $203M |
| Net Income | $23M |
| Employer EIN | 610492356 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ephraim Mcdowell Health)
Sponsor-wide plan assets over time
All Ephraim Mcdowell Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $203M 29.705985120389737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,630 | $156M |
| 2023 | 1 | 1,706 | $179M |
| 2024 | 1 | 1,851 | $203M |
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
Emh Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Iolani School Defined Contribution Retirement Plan in HI ($203M); by covered participants it is Woods Services, Inc. 403(b) Plan in PA (1,853 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($203M here).
- Iolani School Defined Contribution Retirement Plan (HI) $203M · 514
- Fhi 360 Employees' 403(b) Plan (NC) $202M · 1,334
- Tuckpointers Local 52 Defined Contribution Annuity Trust Fund (IL) $202M · 1,838
- Tidelands Health 403(b) Retirement Savings Plan (SC) $203M · 2,284
Similar participant headcount
Nearest other-state filings by covered participants (1,851 participants); asset peers above are excluded.
- Woods Services, Inc. 403(b) Plan (PA) 1,853 · 2 off
- Bethany Christian Services Tax Sheltered Savings Retirement Plan (MI) 1,856 · 5 off
- Santa Clara University Tax-Deferred Annuity Plan (CA) 1,857 · 6 off
- Smith College Defined Contribution Retirement Plan (MA) 1,862 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.