Other · DOL Form 5500 · 2022

Louisville Collegiate School Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
198
Participants Below avg headcount
77th
Percentile by assets National rank
$99,654
Avg per participant Below avg balance/head
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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.

  • #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.

#2,445
in Educational Services (4,024 peers)
-13.3%
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.

Louisville Collegiate School Defined Contribution 1 2's outsized position 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 $2,050,000,000 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

Louisville Collegiate School Defined Contribution 1 2 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. Louisville Collegiate School Defined Contribution 1 2 sits mid-pack in the medium band (198 participants).

Plan-year Form 5500 strip

Filing strip 610449630 · Louisville Collegiate School PY 2022 · Other

Louisville Collegiate School Defined Contribution 1 2 · $20M · 198 · 77th

  • EIN $20M
  • EIN 198
  • EIN 77th
  • EIN Other
  • EIN near Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan
  • EIN ind #2445

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 →

Louisville Collegiate School Defined Contribution 1 2 in the asset neighbourhood

Pana Community Hospital Employees' Tax Deferred Annuity PlanPana Community Hospital Empl…$20MFamily Health West 403b Plan$20MUphams Corner Health Committe, Inc. 403(b) Retirement PlanUphams Corner Health Committ…$20MLouisville Collegiate School Defined Contribution 1 2Louisville Collegiate School…$20MMoorestown Visiting Nurse Association Contributory Tax Shelter Annuity PlanMoorestown Visiting Nurse As…$20M
End-of-year total assets ($M) among Louisville Collegiate School Defined Contribution 1 2 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Louisville Collegiate School plans reported in each filing year

Latest sponsor-wide plan assets
$27M 36.70162231098505% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $27M ▲ +36.7%
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 ($B) Participants Louisville Collegiate School Defined Contribution 1 2, Total assets ($B): 0.019731482 · Participants: 198Louisville Collegiate School Defined Contribution 1 2Norton 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
Louisville Collegiate School Defined Contribution 1 2 vs. nearby Other plans in Kentucky, assets vs. participants
Compare Louisville Collegiate School Defined Contribution 1 2 side-by-side with 3 peers →

Louisville Collegiate School Defined Contribution 1 2's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan in NJ ($20M); by covered participants it is American Board of Internal Medicine Retirement Plan in PA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 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).
Which Other plans cover a similar participant headcount to Louisville Collegiate School Defined Contribution 1 2? ▼
Among Other plans in other states, the closest by covered participants is American Board of Internal Medicine Retirement Plan in PA (198 participants, $46M 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 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.