Other · DOL Form 5500 · 2022

Kentucky Country Day School, Inc. Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
175
Participants Small participant base
86th
Percentile by assets National rank
$219,516
Avg per participant Above avg balance/head
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Official DOL plan name: Kentucky Country Day School 403(b) DC Plan · Sponsored by Kentucky Country Day School, Inc. · Kentucky · Educational Services

$38M in assets, 175 participants

Kentucky Country Day School, Inc.'s Kentucky Country Day School 403(b) DC Plan reported $38M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,959 in Educational Services (4,024 peers)

Coverage in Kentucky

Kentucky Country Day School 403(b) DC Plan covers 175 participants in Kentucky, about 27% of the average Kentucky filer (state average ~647 per filing). Assets: $38M.

#2,959
in Educational Services (4,024 peers)
-14.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kentucky Country Day School 403(b) DC Plan's outsized position by total assets

Kentucky Country Day School 403(b) DC Plan vs every filed plan by assets

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

$38,415,344 Top 14% higher than 86% 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

Kentucky Country Day School 403(b) DC 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. Kentucky Country Day School 403(b) DC Plan sits mid-pack in the medium band (175 participants).

Plan-year Form 5500 strip

Filing strip 610731998 · Kentucky Country Day School, Inc. PY 2022 · Other

Kentucky Country Day School 403(b) DC Plan · $38M · 175 · 86th

  • VS-ST $38M
  • VS-ST 175
  • VS-ST 86th
  • VS-ST Other
  • VS-ST near University of Cincinnati Foundation Defined Contribution Retirement Plan
  • VS-ST ind #2959

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 →

Kentucky Country Day School 403(b) DC Plan in the asset neighbourhood

Arcadia Retirement Residence 403(b) PlanArcadia Retirement Residence…$38MKentucky Country Day School 403(b) DC PlanKentucky Country Day School …$38MUniversity of Cincinnati Foundation Defined Contribution Retirement PlanUniversity of Cincinnati Fou…$38MThe Pennington School Defined Contribution Retirement PlanThe Pennington School Define…$38MPacific Packaging Products 401(k) Profit Sharing PlanPacific Packaging Products 4…$38M
End-of-year total assets ($M) among Kentucky Country Day School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$38M
Net Income-$7M
Employer EIN610731998
Plan Effective Date1951-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kentucky Country Day School, Inc.)

Sponsor-wide plan assets over time

All Kentucky Country Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 23.543732941712044% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.4M $47.5M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 175 $38M
2023 1 173 $43M
2024 1 177 $47M

Nearby Other Plans in Kentucky

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

Kentucky Country Day School 403(b) DC Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Kentucky Country Day School 403(b) DC Plan, Total assets ($B): 0.038415344 · Participants: 175Kentucky Country Day School 403(b) DC 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
Kentucky Country Day School 403(b) DC Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Kentucky Country Day School 403(b) DC Plan side-by-side with 3 peers →

Kentucky Country Day School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is University of Cincinnati Foundation Defined Contribution Retirement Plan in OH ($38M); by covered participants it is Spie Retirement Plan in WA (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Kentucky Country Day School 403(b) DC Plan assets move in 2022? ▼
Kentucky Country Day School 403(b) DC Plan pulled back noticeably - down 14.8% during 2022, from $45M to $38M. Reported net income was -$7M.
How have Kentucky Country Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kentucky Country Day School, Inc.'s sponsor-wide assets grew 23.5%, from $38M to $47M.
Where does Kentucky Country Day School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Kentucky Country Day School 403(b) DC Plan ranks in the 86th 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 Kentucky Country Day School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is University of Cincinnati Foundation Defined Contribution Retirement Plan in OH ($38M, 158 participants).
Which Other plans cover a similar participant headcount to Kentucky Country Day School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Spie Retirement Plan in WA (175 participants, $50M 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 610731998.

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.