Other · DOL Form 5500 · 2022

Kentucky Wesleyan College Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
149
Participants Small participant base
61st
Percentile by assets National rank
$56,609
Avg per participant Low balance/head
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Official DOL plan name: Kentucky Wesleyan College DC Retirement Plan · Sponsored by Kentucky Wesleyan College · Kentucky · Educational Services

$8M in assets, 149 participants

Kentucky Wesleyan College's Kentucky Wesleyan College DC Retirement Plan reported $8M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,791 in Educational Services (4,024 peers)

Coverage in Kentucky

Kentucky Wesleyan College DC Retirement Plan covers 149 participants in Kentucky, about 23% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.

#1,791
in Educational Services (4,024 peers)
-10.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kentucky Wesleyan College DC Retirement Plan's mid-pack asset rank among Educational Services and all filers

Kentucky Wesleyan College DC Retirement Plan vs every filed plan by assets

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

$8,434,674 Top 39% higher than 61% 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 Wesleyan College DC Retirement 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 Wesleyan College DC Retirement Plan sits mid-pack in the medium band (149 participants).

EBSA filing schedule strip

Filing strip 610466713 · Kentucky Wesleyan College PY 2022 · Other

Kentucky Wesleyan College DC Retirement Plan · $8M · 149 · 61st

  • RANK $8M
  • RANK 149
  • RANK 61st
  • RANK Other
  • RANK near Beverly School for the Deaf DC Retirement Plan #327946
  • RANK ind #1791

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 Wesleyan College DC Retirement Plan in the asset neighbourhood

Beverly School for the Deaf DC Retirement Plan #327946Beverly School for the Deaf …$8M403(b) Thrift Plan for Employees of Trellis403(b) Thrift Plan for Emplo…$8MKentucky Wesleyan College DC Retirement PlanKentucky Wesleyan College DC…$8MRetirement Plan of Bridges Healthcare, Inc.Retirement Plan of Bridges H…$8MEmployee Benefit Plan of Gulf Coast Pre-Stress Partners, Ltd.Employee Benefit Plan of Gul…$8M
End-of-year total assets ($M) among Kentucky Wesleyan College DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN610466713
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kentucky Wesleyan College)

Sponsor-wide plan assets over time

All Kentucky Wesleyan College plans reported in each filing year

Latest sponsor-wide plan assets
$19M 28.874996824120185% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.6M $18.9M ▲ +28.9%
Year Plans Participants Total Assets
2022 2 241 $15M
2023 2 228 $17M
2024 2 200 $19M

Nearby Other Plans in Kentucky

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

Kentucky Wesleyan College DC Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Kentucky Wesleyan College DC Retirement Plan, Total assets ($B): 0.008434674 · Participants: 149Kentucky Wesleyan College DC Retirement 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 Wesleyan College DC Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants

Kentucky Wesleyan College DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Beverly School for the Deaf DC Retirement Plan #327946 in MA ($8M); by covered participants it is Alta Bates Summit 403(b) Tda Retirement Plan in CA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Wesleyan College DC Retirement Plan assets move in 2022?
Kentucky Wesleyan College DC Retirement Plan pulled back noticeably - down 10.9% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Kentucky Wesleyan College plan assets changed over time?
Across 3 plan years on file (2022-2024), Kentucky Wesleyan College's sponsor-wide assets grew 28.9%, from $15M to $19M.
Which Other plans are similar in size to Kentucky Wesleyan College DC Retirement Plan?
Among Other plans in other states, the closest by assets is Beverly School for the Deaf DC Retirement Plan #327946 in MA ($8M, 118 participants).
Which Other plans cover a similar participant headcount to Kentucky Wesleyan College DC Retirement Plan?
Among Other plans in other states, the closest by covered participants is Alta Bates Summit 403(b) Tda Retirement Plan in CA (149 participants, $17M in assets).