Norton Healthcare pension plans

Norton Healthcare, Inc., Louisville, KY. EIN 61-1028725. Annual reports 2009–2024. Also filed as Norton Healthcare Inc.

Norton Healthcare, Inc. has 2 active retirement plans on file. The largest is the Norton Healthcare 403(b) Retirement Savings Plan, with 26,534 participants and $2.3 billion in assets in 2024. Principal has been its recordkeeper since 2013.

Active plans: 2
Participants: 31,053
Plan assets: $2.4 billion
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Norton Healthcare 403(b) Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 61-1028725
Participants (2024): 26,534
Net assets (2024): $2.3 billion
Recordkeeper: PrincipalEarlier: Transamerica (2009–2012)
Plan administrator: Norton Healthcare, Inc.
9500 Ormsby Station RD Ste 101
Louisville, KY 40223
(502) 629-2363As filed for 2024
In effect since: June 17, 1983

Earlier plan names: Norton Healthcare 403B Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	26,534	$2.3 billion	Principal
2023	25,400	$1.9 billion	Principal
2022	22,423	$1.5 billion	not listed
2021	20,204	$1.7 billion	Principal
2020	19,203	$1.4 billion	Principal
2019	17,548	$1.1 billion	Principal
2018	16,527	$879 million	Principal
2017	16,065	$833 million	Principal
2016	15,163	$669 million	Principal
2015	14,126	$558 million	Principal
2014	13,210	$521 million	Principal
2013	12,481	$448 million	Principal
2012	12,500	$343 million	Transamerica
2011	12,164	$257 million	Transamerica
2010	11,276	$208 million	Transamerica
2009	10,930	$163 million	Transamerica

Norton Healthcare, Inc. Retirement Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 61-1028725
Participants (2024): 4,519
Net assets (2024): $169 million
Administered by: PrincipalEarlier: Transamerica (2009–2012)
Plan administrator: Norton Healthcare, Inc.
9500 Ormsby Station RD, Suite 101
Louisville, KY 40223
(502) 629-2363As filed for 2024
In effect since: January 1, 1991

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,519	$169 million	Principal
2023	4,719	$170 million	Principal
2022	4,918	$162 million	Principal
2021	5,204	$209 million	Principal
2020	5,500	$215 million	Principal
2019	5,741	$207 million	Principal
2018	6,626	$194 million	Principal
2017	7,133	$200 million	Principal
2016	7,501	$208 million	Principal
2015	7,966	$217 million	Principal
2014	8,436	$234 million	Principal
2013	9,224	$231 million	Principal
2012	9,830	$269 million	Transamerica
2011	10,482	$258 million	Transamerica
2010	10,883	$229 million	Transamerica
2009	11,355	$205 million	Transamerica

If you had money in one of these plans

Call Principal (principal.com), which runs the Norton Healthcare 403(b) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((502) 629-2363). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Norton Healthcare 403(b) Retirement Savings Plan

Norton Healthcare, Inc. Retirement Plan

If you had money in one of these plans

What these numbers are

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