Other
2022 plan-year Other DOL Form 5500

LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LOUISVILLE COLLEGIATE SCHOOL

This Other plan holds $20M in total assets and serves 198 participants as of 2022. It is sponsored by LOUISVILLE COLLEGIATE SCHOOL in Kentucky. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$20M
Participants
198
State
Industry
Educational Services

What the Filing Says About LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2

LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2 is a Other retirement plan sponsored by LOUISVILLE COLLEGIATE SCHOOL, headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 198 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 610449630, and the plan has been effective since 1969-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $20M at year-end — a decline of 13.3%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-3,018,319 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$-3,018,319
Plan TypeOther
Employer EIN610449630
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LOUISVILLE COLLEGIATE SCHOOL)

Year Plans Participants Total Assets
2022 1 198 $20M
2023 1 193 $23M
2024 1 194 $27M

Nearby Other Plans in Kentucky

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

Frequently Asked Questions

How much money is in the LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2?
As of the 2022 Form 5500 filing, LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2 holds $20M in total assets with 198 participants. It is sponsored by LOUISVILLE COLLEGIATE SCHOOL.
What type of plan is LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2?
LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2 is a Other plan. It has been effective since 1969-01-01. The plan is filed with the U.S. Department of Labor under EIN 610449630.
Who sponsors the LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2?
LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2 is sponsored by LOUISVILLE COLLEGIATE SCHOOL, located in Kentucky. The sponsor's EIN is 610449630 and the plan operates in the Educational Services industry.
How did LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2 perform in 2022?
LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2 declined by 13.3% during 2022, moving from $23M to $20M in total assets. Net income was $-3,018,319.
Where can I find official filings for LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2?
Official Form 5500 filings for LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2 are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 610449630 or plan name at efast.dol.gov.
How does LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2 compare to other plans?
You can compare LOUISVILLE COLLEGIATE SCHOOL DEFINED CONTRIBUTION 1 2 against other Other plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 610449630.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.