401(k) · DOL Form 5500 · 2022
University of Kentucky Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 223
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $71,435
- Avg per participant Below avg balance/head
Official DOL plan name: University of Kentucky Federal Credit Union 401(k) Retirement Plan · Sponsored by University of Kentucky Federal Credit Union · Kentucky · Finance & Insurance
$16M in assets, 223 participants
University of Kentucky Federal Credit Union's University of Kentucky Federal Credit Union 401(k) Retirement Plan reported $16M in total assets and 223 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.
- #5,447 in Finance & Insurance (9,261 peers)
Coverage in Kentucky
University of Kentucky Federal Credit Union 401(k) Retirement Plan covers 223 participants in Kentucky, about 34% of the average Kentucky filer (state average ~647 per filing). Assets: $16M.
- #5,447
- in Finance & Insurance (9,261 peers)
- -19.1%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Kentucky Federal Credit Union 401(k) Retirement Plan's outsized position by total assets
University of Kentucky Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,929,976 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
University of Kentucky Federal Credit Union 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Kentucky Federal Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (223 participants).
EBSA filing schedule strip
Filing strip 616031223 · University of Kentucky Federal Credit Union PY 2022 · 401(k)
University of Kentucky Federal Credit Union 401(k) Retirement Plan · $16M · 223 · 74th
- EIN $16M
- RANK 223
- PHOTO 74th
- IND 401(k)
- EOY near City View Electric, Inc. 401(k) Plan
- 5500 ind #5447
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 →
University of Kentucky Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$4M |
| Employer EIN | 616031223 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Kentucky Federal Credit Union)
Sponsor-wide plan assets over time
All University of Kentucky Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 37.62787213238739% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 223 | $16M |
| 2023 | 1 | 232 | $20M |
| 2024 | 1 | 254 | $22M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
University of Kentucky Federal Credit Union 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is City View Electric, Inc. 401(k) Plan in MN ($16M); by covered participants it is Expro Americas, LLC 401(k) Retirement Savings Plan in TX (223 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 (223 participants); asset peers above are excluded.
- Expro Americas, LLC 401(k) Retirement Savings Plan (TX) 223 · 0 off
- Burke America 401(k) Plan (IL) 223 · 0 off
- Pure Hothouse Foods 401(k) Plan (MI) 223 · 0 off
- Tech-Marine Business Inc Profit Sharing & 401(k) Plan (DC) 223 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.