Other · DOL Form 5500 · 2022

Louisville Collegiate School Retirement Plan

Data updated 2026-08-11

$20M
Total assets
198
Participants
77th
Percentile by assets
$99,654
Avg per participant
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Official DOL plan name: Louisville Collegiate School Defined Contribution 1 2 · Sponsored by Louisville Collegiate School · Kentucky · Educational Services

$20M in assets, 198 participants

Louisville Collegiate School's Louisville Collegiate School Defined Contribution 1 2 reported $20M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 139,126 plans)
  • #2,445 in Educational Services (4,024 peers)

Coverage in Kentucky

Louisville Collegiate School Defined Contribution 1 2 covers 198 participants in Kentucky, about 31% of the average Kentucky filer (state average ~647 per filing). Assets: $20M.

$20M
total plan assets (2022 EOY)
198
covered participants
77th
percentile by assets (of 139,126 plans)
$99,654
avg assets per participant

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.

Where Louisville Collegiate School Defined Contribution 1 2 sits by total assets

Louisville Collegiate School Defined Contribution 1 2 vs every filed plan by assets

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

$19,731,482 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Kentucky
Industry
Educational Services

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Louisville Collegiate School Defined Contribution 1 2 reports 198 participants - about 31% of that state average ($20M EOY assets).

Kentucky filing particulars

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

Sponsor Plan History (Louisville Collegiate School)

$15M$20M$25M$30M 202220232024 $19.7M $27M ▲ +36.7%
Total plan assets by year, all Louisville Collegiate School plans on file
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.

Louisville Collegiate School Defined Contribution 1 2 vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Louisville Collegiat…, Total assets ($B): 0.019731482 · Participants: 198Louisville Collegiat…Norton Healthcare 40…, Total assets ($B): 1.451656853 · Participants: 17896Norton Healthcare 40…Baptist Health Thrif…, Total assets ($B): 1.070436561 · Participants: 21780Baptist Health Thrif…Electrical Workers L…, Total assets ($B): 0.418333564 · Participants: 3424Electrical Workers L…King's Daughters' Me…, Total assets ($B): 0.180410127 · Participants: 4594King's Daughters' Me…Emh Retirement Savin…, Total assets ($B): 0.156189306 · Participants: 1630Emh Retirement Savin…
Louisville Collegiate School Defined Contribution 1 2 vs. nearby Other plans in Kentucky, assets vs. participants
Compare Louisville Collegiate School Defined Con… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Louisville Collegiate School Defined Contribution 1 2 by total assets, not by location.

Frequently Asked Questions

How did Louisville Collegiate School Defined Contribution 1 2 assets move in 2022? ▼
Louisville Collegiate School Defined Contribution 1 2 pulled back noticeably - down 13.3% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Louisville Collegiate School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Louisville Collegiate School's sponsor-wide assets grew 36.7%, from $20M to $27M.
Where does Louisville Collegiate School Defined Contribution 1 2 rank by assets among Form 5500 filers? ▼
Louisville Collegiate School Defined Contribution 1 2 ranks in the 77th 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 Louisville Collegiate School Defined Contribution 1 2? ▼
Among Other plans in other states, the closest by assets is Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan in NJ ($20M, 168 participants).

Next read for Louisville Collegiate School Defined Con…

Filing takeaways

Ways to act on Louisville Collegiate School Defined Contribution 1 2's numbers.

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.

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.