Owensboro Health pension plans

Owensboro Health, Inc., Owensboro, KY. EIN 61-1286361. Annual reports 2009–2025. Also filed as Owensboro Medical Health System; Owensboro Health.

Owensboro Health, Inc. has 3 active retirement plans on file. The largest is the Owensboro Health 403(b) Safe Harbor Plan, with 4,565 participants and $246 million in assets in 2025. Empower has been its recordkeeper since 2014.

Active plans
3
Participants
7,302
Plan assets
$506 million
401(k) recordkeeper
Empower
Plans on file
3
Industry
Health care

All 3 plans

Active plans first

Owensboro Health 403(b) Safe Harbor Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
004Employer EIN 61-1286361
Participants (2025)
4,565
Net assets (2025)
$246 million
Recordkeeper
Empower2014–2025
Plan administrator
Owensboro Health, Inc.
1201 Pleasant Valley Road
Owensboro, KY 42303
(270) 688-2015As filed for 2025
In effect since
January 1, 2014
Year by year, 2014 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20254,565$246 millionEmpower
20244,560$205 millionEmpower
20234,385$169 millionEmpower
20224,497$137 millionEmpower
20214,119$143 millionEmpower
20203,350$109 millionEmpower
20192,960$79.2 millionEmpower
20182,705$56.3 millionEmpower
20172,557$51.1 millionEmpower
20162,183$35.6 millionEmpower
20151,506$21.4 millionEmpower
2014852$15.6 millionEmpower

Owensboro Health 403(b) Match Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
002Employer EIN 61-1286361
Participants (2025)
982
Net assets (2025)
$137 million
Recordkeeper
Empower2014–2025
Plan administrator
Owensboro Health, Inc.
Attention HR Benefits Department, 1201 Pleasant Valley Road
Owensboro, KY 42303
(270) 685-7700As filed for 2025
In effect since
September 1, 2004

Earlier sponsor: Owensboro Medical Health System (2009–2012).

Earlier plan names: Owensboro Medical Health System 403(b) Match Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
2025982$137 millionEmpower
20241,080$129 millionEmpower
20231,325$123 millionEmpower
20221,410$118 millionEmpower
20211,519$145 millionEmpower
20201,672$133 millionEmpower
20191,814$113 millionEmpower
20181,970$92.3 millionEmpower
20172,124$95.2 millionEmpower
20162,307$77.1 millionEmpower
20151,841$68.7 millionEmpower
20141,933$65.1 millionEmpower
20133,613$73.7 millionnot listed
20123,554$56.7 millionnot listed
20112,906$44.5 millionnot listed
20101,926$38.8 millionnot listed
20093,246$30.2 millionnot listed

Owensboro Health Retirement Plan

Cash balance pensionActive

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

Plan number
001Employer EIN 61-1286361
Participants (2024)
1,755
Net assets (2024)
$123 million
Plan administrator
Owensboro Health, Inc.
1201 Pleasant Valley Road
Owensboro, KY 42303
(270) 688-2000As filed for 2024
In effect since
January 1, 1967

Earlier sponsor: Owensboro Medical Health System (2010–2012).

Earlier plan names: Owensboro Medical Health System Restated Retirement Plan.

Year by year, 2010 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,755$123 millionnot listed
20231,875$116 millionnot listed
20222,084$117 millionnot listed
20212,179$147 millionnot listed
20202,296$141 millionnot listed
20192,438$129 millionnot listed
20182,567$108 millionnot listed
20172,735$113 millionnot listed
20162,932$92.7 millionnot listed
20153,188$90.5 millionnot listed
20143,215$96.8 millionnot listed
20133,174$90.4 millionnot listed
20123,106$74.8 millionnot listed
20112,988$64.4 millionnot listed
20102,898$61.2 millionnot listed

If you had money in one of these plans

  1. Call Empower (empower.com), which runs the Owensboro Health 403(b) Safe Harbor 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.
  2. Or call the plan administrator listed on the plan below ((270) 688-2015). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. 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

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

Other health care employers in KY