Other · DOL Form 5500 · 2022

Kentucky Wesleyan College Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
92
Participants Small participant base
55th
Percentile by assets National rank
$67,467
Avg per participant Below avg balance/head
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Official DOL plan name: Kentucky Wesleyan College Tda Plan · Sponsored by Kentucky Wesleyan College · Kentucky · Educational Services

$6M in assets, 92 participants

Kentucky Wesleyan College's Kentucky Wesleyan College Tda Plan reported $6M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,564 in Educational Services (4,024 peers)

Kentucky Wesleyan College multi-year trail

Kentucky Wesleyan College's plans moved +28.9% in assets from 2022 to 2024; this filing shows Kentucky Wesleyan College Tda Plan at $6M / 92 participants.

#1,564
in Educational Services (4,024 peers)
-14.9%
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 Tda Plan's mid-pack asset rank among Educational Services and all filers

Kentucky Wesleyan College Tda Plan vs every filed plan by assets

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

$6,206,938 Top 45% higher than 55% 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 Tda 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. Kentucky Wesleyan College Tda Plan is a small filing (92 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 610466713 · Kentucky Wesleyan College PY 2022 · Other

Kentucky Wesleyan College Tda Plan · $6M · 92 · 55th

  • NET $6M
  • NET 92
  • NET 55th
  • NET Other
  • NET near Catholic Charities, Inc. Diocese of Madison Retirement Plan
  • NET ind #1564

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 Tda Plan in the asset neighbourhood

Kentucky Wesleyan College Tda PlanKentucky Wesleyan College Td…$6MCatholic Charities, Inc. Diocese of Madison Retirement PlanCatholic Charities, Inc. Dio…$6MCarmel Valley Manor 403(b)(7) PlanCarmel Valley Manor 403(b)(7…$6MThe Places for People Inc. Employees Retirement PlanThe Places for People Inc. E…$6M403(b) Thrift Plan of Valley Opportunity Council, Inc.403(b) Thrift Plan of Valley…$6M
End-of-year total assets ($M) among Kentucky Wesleyan College Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kentucky Wesleyan College multi-year asset trail

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

Kentucky Wesleyan College filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN610466713
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Kentucky

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

Kentucky Wesleyan College Tda Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Kentucky Wesleyan College Tda Plan, Total assets ($B): 0.006206938 · Participants: 92Kentucky Wesleyan College Tda 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 Tda Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Kentucky Wesleyan College Tda Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest Other by assets is Catholic Charities, Inc. Diocese of Madison Retirement Plan in WI ($6M); by covered participants it is Quality Progressions 403(b) Plan in PA (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Tda Plan assets move in 2022? ▼
Kentucky Wesleyan College Tda Plan pulled back noticeably - down 14.9% during 2022, from $7M to $6M. 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 Tda Plan? ▼
Among Other plans in other states, the closest by assets is Catholic Charities, Inc. Diocese of Madison Retirement Plan in WI ($6M, 218 participants).
Which Other plans cover a similar participant headcount to Kentucky Wesleyan College Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Quality Progressions 403(b) Plan in PA (92 participants, $4M 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 610466713.

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.