Other · DOL Form 5500 · 2024
Ephraim Mcdowell Health Retirement Plan
Data updated 2026-07-24
- $203M
- Total assets
- 1,851
- Participants
- 94th
- Percentile by assets
- $109,447
- Avg per participant
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.
- 94th percentile by assets (of 116,472 plans)
Coverage in Kentucky
Emh Retirement Savings Plan covers 1,851 participants in Kentucky, 2.8x the typical Kentucky plan (state average ~658 per filing). Assets: $203M.
- $203M
- total plan assets (2024 EOY)
- 1,851
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $109,447
- avg assets per participant
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.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 658 participants across 1,242 plans. Emh Retirement Savings Plan reports 1,851 participants - 2.8x that state average ($203M EOY assets).
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)
| 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.
Emh Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Emh Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Emh Retirement Savings Plan assets move in 2024? ▼
How have Ephraim Mcdowell Health plan assets changed over time? ▼
Where does Emh Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Emh Retirement Savings Plan? ▼
Next read for Emh Retirement Savings Plan
Filing takeaways
Ways to act on Emh Retirement Savings Plan's numbers.
- By total assets, Emh Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Kentucky. Compare plans
- Ephraim Mcdowell Health's sponsor-wide assets have grown 29.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 610492356.
Read our methodology - how this data is sourced, computed, and verified.