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
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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

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

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

University of Kentucky Federal Credit Union 401(k) Retirement PlanUniversity of Kentucky Feder…$16MCity View Electric, Inc. 401(k) PlanCity View Electric, Inc. 401…$16MFiba Tech 401(k) Profit Sharing PlanFiba Tech 401(k) Profit Shar…$16MDiversified Tooling Group Employees 401(k) and Profit Sharing PlanDiversified Tooling Group Em…$16MAvineon, Inc. 401(k) and Profit Sharing PlanAvineon, Inc. 401(k) and Pro…$16M
End-of-year total assets ($M) among University of Kentucky Federal Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$4M
Employer EIN616031223
Plan Effective Date2000-01-01
Filing StatusFILING 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
$14M$16M$18M$20M$22M$24M 202220232024 $15.9M $21.9M ▲ +37.6%
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.

University of Kentucky Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants University of Kentucky Federal Credit Union 401(k) Retirement Plan, Total assets ($B): 0.015929976 · Participants: 223University of Kentucky Federal Credit Union 401(k) Retirement 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
University of Kentucky Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 University of Kentucky Federal Credit Union 401(k) Retirement Plan assets move in 2022?
University of Kentucky Federal Credit Union 401(k) Retirement Plan declined sharply - down 19.1% during 2022, from $20M to $16M. Reported net income was -$4M.
How have University of Kentucky Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), University of Kentucky Federal Credit Union's sponsor-wide assets grew 37.6%, from $16M to $22M.
Which 401(k) plans are similar in size to University of Kentucky Federal Credit Union 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is City View Electric, Inc. 401(k) Plan in MN ($16M, 113 participants).
Which 401(k) plans cover a similar participant headcount to University of Kentucky Federal Credit Union 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Expro Americas, LLC 401(k) Retirement Savings Plan in TX (223 participants, N/A in assets).