Other · DOL Form 5500 · 2022

The Lexington School Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
125
Participants Small participant base
78th
Percentile by assets National rank
$167,485
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lexington School Retirement Plan · Sponsored by The Lexington School · Kentucky · Educational Services

$21M in assets, 125 participants

The Lexington School's The Lexington School Retirement Plan reported $21M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,498 in Educational Services (4,024 peers)

Coverage in Kentucky

The Lexington School Retirement Plan covers 125 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $21M.

#2,498
in Educational Services (4,024 peers)
-12.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

The Lexington School Retirement Plan's outsized position by total assets

The Lexington School Retirement Plan vs every filed plan by assets

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

$20,935,681 Top 22% higher than 78% 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

The Lexington School 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. The Lexington School Retirement Plan sits mid-pack in the medium band (125 participants).

Form 5500 schedule snapshot

Filing strip 610563291 · The Lexington School PY 2022 · Other

The Lexington School Retirement Plan · $21M · 125 · 78th

  • PART $21M
  • TYPE 125
  • NET 78th
  • BOOK Other
  • VS-ST near Harcum College Defined Contribution 403b Retirement Plan
  • BOY ind #2498

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 Educational Services retirement plans → · Plans in Kentucky →

The Lexington School Retirement Plan in the asset neighbourhood

Lancaster Country Day School Section 403(b) PlanLancaster Country Day School…$21MThe Lexington School Retirement PlanThe Lexington School Retirem…$21MHarcum College Defined Contribution 403b Retirement PlanHarcum College Defined Contr…$21MConnecticut Community Care, Inc. 403(b) Savings PlanConnecticut Community Care, …$21MBethesda Health Group, Inc. Retirement Savings 403(b) PlanBethesda Health Group, Inc. …$21M
End-of-year total assets ($M) among The Lexington School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN610563291
Plan Effective Date1967-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lexington School)

Sponsor-wide plan assets over time

All The Lexington School plans reported in each filing year

Latest sponsor-wide plan assets
$23M 12.109350538919655% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.9M $23.5M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 125 $21M
2023 1 135 $23M
2024 1 130 $23M

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

The Lexington School Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants The Lexington School Retirement Plan, Total assets ($B): 0.020935681 · Participants: 125The Lexington School Retirement PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.451656853 · Participants: 17896Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.070436561 · Participants: 21780Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.418333564 · Participants: 3424Electrical Workers Local 369 Retirement FundKing's Daughters' Medical Center Matching Contribution Plan, Total assets ($B): 0.180410127 · Participants: 4594King's Daughters' Medical Center Matching Contribution PlanEmh Retirement Savings Plan, Total assets ($B): 0.156189306 · Participants: 1630Emh Retirement Savings Plan
The Lexington School Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare The Lexington School Retirement Plan side-by-side with 3 peers →

The Lexington School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Harcum College Defined Contribution 403b Retirement Plan in PA ($21M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 The Lexington School Retirement Plan assets move in 2022? ▼
The Lexington School Retirement Plan pulled back noticeably - down 12.7% during 2022, from $24M to $21M. Reported net income was -$3M.
How have The Lexington School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lexington School's sponsor-wide assets grew 12.1%, from $21M to $23M.
Where does The Lexington School Retirement Plan rank by assets among Form 5500 filers? ▼
The Lexington School Retirement Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Lexington School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Harcum College Defined Contribution 403b Retirement Plan in PA ($21M, 392 participants).
Which Other plans cover a similar participant headcount to The Lexington School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (125 participants, $6M 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 610563291.

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.