401(k) · DOL Form 5500 · 2022

The Renaissance Group LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
20
Participants Small participant base
74th
Percentile by assets National rank
$821,905
Avg per participant High balance/head
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Official DOL plan name: Renaissance Investment Management Employees' 401(k) Plan · Sponsored by The Renaissance Group LLC · Kentucky · Finance & Insurance

$16M in assets, 20 participants

The Renaissance Group LLC's Renaissance Investment Management Employees' 401(k) Plan reported $16M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,520 in Finance & Insurance (9,261 peers)

2022 asset change

Renaissance Investment Management Employees' 401(k) Plan declined sharply 16.8% in 2022 ($20M → $16M) for 20 participants.

#5,520
in Finance & Insurance (9,261 peers)
-16.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Renaissance Investment Management Employees' 401(k) Plan's outsized position by total assets

Renaissance Investment Management Employees' 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$16,438,095 Top 26% higher than 74% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Renaissance Investment Management Employees' 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Renaissance Investment Management Employees' 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 311448100 · The Renaissance Group LLC PY 2022 · 401(k)

Renaissance Investment Management Employees' 401(k) Plan · $16M · 20 · 74th

  • 5500 $16M
  • ASSETS 20
  • PCT 74th
  • EIN 401(k)
  • RANK near Aperture Retirement Plan
  • PHOTO ind #5520

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 Finance & Insurance retirement plans → · Plans in Kentucky →

Renaissance Investment Management Employees' 401(k) Plan in the asset neighbourhood

Renaissance Investment Management Employees' 401(k) PlanRenaissance Investment Manag…$16MAperture Retirement Plan$16MSysdig 401(k) Plan$16MContinental Services 401(k) Profit Sharing PlanContinental Services 401(k) …$16MKpmg Puerto Rico Capital Accumulation PlanKpmg Puerto Rico Capital Acc…$16M
End-of-year total assets ($M) among Renaissance Investment Management Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Renaissance Group LLC years around the 2022 move

Sponsor-wide plan assets over time

All The Renaissance Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 7.550522125586936% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $16.4M $17.7M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 20 $16M
2023 1 18 $15M
2024 1 18 $18M

2022 asset-move particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN311448100
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Renaissance Investment Management Employees' 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Renaissance Investment Management Employees' 401(k) Plan, Total assets ($B): 0.016438095 · Participants: 20Renaissance Investment Management Employees' 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Renaissance Investment Management Employees' 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Renaissance Investment Management Employees' 401(k) Plan side-by-side with 3 peers →

Renaissance Investment Management Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Aperture Retirement Plan in TX ($16M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Renaissance Investment Management Employees' 401(k) Plan assets move in 2022? ▼
Renaissance Investment Management Employees' 401(k) Plan declined sharply - down 16.8% during 2022, from $20M to $16M. Reported net income was -$3M.
How have The Renaissance Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Renaissance Group LLC's sponsor-wide assets grew 7.6%, from $16M to $18M.
Which 401(k) plans are similar in size to Renaissance Investment Management Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aperture Retirement Plan in TX ($16M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Renaissance Investment Management Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311448100.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.