Other · DOL Form 5500 · 2022
Union College Kentucky Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $203,808
- Avg per participant Above avg balance/head
Official DOL plan name: Union College Retirement Plan · Sponsored by Union College Kentucky · Kentucky · Educational Services
$17M in assets, 81 participants
Union College Kentucky's Union College Retirement Plan reported $17M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #2,293 in Educational Services (4,024 peers)
Union College Kentucky multi-year trail
Union College Kentucky's plans moved +12.1% in assets from 2022 to 2024; this filing shows Union College Retirement Plan at $17M / 81 participants.
- #2,293
- in Educational Services (4,024 peers)
- -12.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Union College Retirement Plan's outsized position by total assets
Union College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,508,471 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Union College Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union College Retirement Plan is a small filing (81 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 610461768 · Union College Kentucky PY 2022 · Other
Union College Retirement Plan · $17M · 81 · 74th
- EIN $17M
- EIN 81
- EIN 74th
- EIN Other
- EIN near Florida State University Foundation, Inc. 403(b) Defined Contribution Plan
- EIN ind #2293
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 →
Union College Retirement Plan in the asset neighbourhood
Union College Kentucky multi-year asset trail
Sponsor-wide plan assets over time
All Union College Kentucky plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 12.073777153559528% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $17M |
| 2023 | 1 | 86 | $18M |
| 2024 | 1 | 79 | $19M |
Union College Kentucky filing trail (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 610461768 |
| Plan Effective Date | 1945-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.5B · 17,896
- Baptist Health Thrift Plan $1.1B · 21,780
- Electrical Workers Local 369 Retirement Fund $418M · 3,424
- King's Daughters' Medical Center Matching Contribution Plan $180M · 4,594
- Emh Retirement Savings Plan $156M · 1,630
Union College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Florida State University Foundation, Inc. 403(b) Defined Contribution Plan in FL ($16M); by covered participants it is Maine Family Planning 403(b) Plan in ME (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 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.