Owensboro, KY Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Owensboro, KY has 71 loaded benefit plan(s) reported by 36 plan sponsor(s), with $1,724,345,508 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 71
- Plan sponsors
- 36
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,724,345,508
- Total reported liabilities (EOY)
- $50,986,894
- Total reported net assets (EOY)
- $1,673,358,614
Contributions & income
- Employer contributions
- $58,864,210
- Participant contributions
- $59,356,476
- Total income / additions
- $343,469,707
Expenses & distributions
- Benefits paid / distributions
- $203,696,535
- Total expenses
- $210,557,651
- Net increase / (decrease)
- $132,912,056
Coverage
- Total reported participants
- 32,367
- Plans with financial statements
- 40
- Plans with provider compensation
- 28
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Owensboro, KY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Boardwalk Pipeline Partners, Lp Savings Plan | Boardwalk Pipeline Partners, Lp | $410,083,673 | 2023 |
| Owensboro Health 403(B) Safe Harbor Plan | Owensboro Health, Inc. | $169,210,034 | 2023 |
| Southern Star Investment Plan | Southern Star Central Gas Pipeline, Inc. | $136,441,874 | 2023 |
| Owensboro Health 403(B) Match Plan | Owensboro Health, Inc. | $123,141,737 | 2023 |
| Texas Gas Group Benefit Program | Texas Gas Transmission, LLC | $121,390,748 | 2023 |
| Owensboro Health Retirement Plan | Owensboro Health, Inc. | $115,516,152 | 2023 |
| Texas Gas Retirement Plan | Texas Gas Transmission, LLC | $85,624,277 | 2023 |
| Independence Bancshares, Inc. Employee Stock Ownership Plan (With 401(K) Provisions) | Independence Bancshares, Inc. | $82,783,822 | 2023 |
| Big Rivers Electric Corporation Salaried Employees' Retirement Savings Plan | Big Rivers Electric Corporation | $63,716,350 | 2023 |
| Southern Star Retirement Plan (Non-Union) | Southern Star Central Gas Pipeline, Inc. | $47,940,800 | 2023 |
| Big Rivers Electric Corporation Bargaining Employees' Retirement Savings Plan | Big Rivers Electric Corporation | $38,981,075 | 2023 |
| Southern Star Retiree Medical Coverage Plan | Southern Star Central Gas Pipeline, Inc. | $36,552,845 | 2023 |
| Modern Welding Company 401(K) Savings Plan | Modern Welding Company, Inc. | $32,059,480 | 2023 |
| Field Packing Company 2010 Restated Retirement Plan | Field Packing Company, LLC | $29,401,750 | 2023 |
| Mpd, Inc. Employee Stock Ownership Plan | Mpd, Inc. | $26,403,942 | 2023 |
| Mpd 401(K) Retirement Savings Plan | Mpd, Inc. | $21,830,091 | 2023 |
| Crs Onesource Retirement Savings Plan | Clark Restaurant Service, Inc. | $19,783,148 | 2023 |
| Brescia University, Inc. Retirement Plan | Brescia University, Inc | $16,790,418 | 2023 |
| Moore Automotive, Inc. 401(K) Plan & Trust | Moore Automotive, Inc. | $15,145,718 | 2023 |
| Employees' Pension Plan Of Modern Welding Company Inc. | Modern Welding Company, Inc. | $13,737,164 | 2023 |
| Wendell Foster'S Campus For Developmental Disabilities, Inc. 403(B) Plan | Wendell Foster'S Campus For Developmental Disabilities, Inc. | $13,269,235 | 2023 |
| Mpd, Inc. Employees' Pension Plan | Mpd, Inc. | $12,127,382 | 2023 |
| Southern Star Retirement Plan (Union) | Southern Star Central Gas Pipeline, Inc. | $11,670,150 | 2023 |
| Kentucky Wesleyan College Dc Retirement Plan | Kentucky Wesleyan College | $9,293,082 | 2023 |
| Omico, Inc. Employee Stock Ownership Plan And Trust | Omico, Inc. | $8,607,343 | 2023 |
Largest plans in Owensboro → · Owensboro plans by participants → · Owensboro plans with financial data → · Owensboro plans with provider compensation → · $1B+ plans in Owensboro →
Related Form 5500 pages
- All KY Form 5500 filings
- Boardwalk Pipeline Partners, Lp Savings Plan (plan 003)
- Boardwalk Pipeline Partners, Lp — all reported plans
- Owensboro Health 403(B) Safe Harbor Plan (plan 004)
- Owensboro Health, Inc. — all reported plans
- Southern Star Investment Plan (plan 006)
- Southern Star Central Gas Pipeline, Inc. — all reported plans
- Owensboro Health 403(B) Match Plan (plan 002)
- Texas Gas Group Benefit Program (plan 503)
- Texas Gas Transmission, LLC — all reported plans
- Owensboro Health Retirement Plan (plan 001)
- Texas Gas Retirement Plan (plan 001)
- Independence Bancshares, Inc. Employee Stock Ownership Plan (With 401(K) Provisions) (plan 002)
- Independence Bancshares, Inc. — all reported plans
- Big Rivers Electric Corporation Salaried Employees' Retirement Savings Plan (plan 003)
- Big Rivers Electric Corporation — all reported plans
- Southern Star Retirement Plan (Non-Union) (plan 007)
- Big Rivers Electric Corporation Bargaining Employees' Retirement Savings Plan (plan 004)
- Southern Star Retiree Medical Coverage Plan (plan 505)
- Modern Welding Company 401(K) Savings Plan (plan 002)
- Modern Welding Company, Inc. — all reported plans
- Field Packing Company 2010 Restated Retirement Plan (plan 001)
- Field Packing Company, LLC — all reported plans
- Mpd, Inc. Employee Stock Ownership Plan (plan 004)
- Mpd, Inc. — all reported plans
- Methodology
- Data sources