Money Purchase · DOL Form 5500 · 2022
Shadwell Farm, LLC Money Purchase Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $192,559
- Avg per participant Above avg balance/head
Official DOL plan name: Shadwell Farm Retirement Plan · Sponsored by Shadwell Farm, LLC · Kentucky · Agriculture, Forestry & Fishing
$15M in assets, 78 participants
Shadwell Farm, LLC's Shadwell Farm Retirement Plan reported $15M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #1,220 in Agriculture, Forestry & Fishing (1,523 peers)
2022 asset change
Shadwell Farm Retirement Plan contracted severely 39.2% in 2022 ($25M → $15M) for 78 participants.
- #1,220
- in Agriculture, Forestry & Fishing (1,523 peers)
- -39.2%
- assets change YoY
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shadwell Farm Retirement Plan's outsized position by total assets
Shadwell Farm Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,019,607 Top 27% higher than 73% 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
Shadwell Farm 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. Shadwell Farm Retirement Plan is a small filing (78 participants) on this national headcount ladder.
DOL schedule card
Filing strip 611065368 · Shadwell Farm, LLC PY 2022 · Money Purchase
Shadwell Farm Retirement Plan · $15M · 78 · 73rd
- VS-ST $15M
- VS-ST 78
- VS-ST 73rd
- VS-ST Money Purchase
- VS-ST near American Academy of Dermatology, Inc. Pension Plan
- VS-ST ind #1220
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Kentucky →
Shadwell Farm Retirement Plan in the asset neighbourhood
Shadwell Farm, LLC years around the 2022 move
Sponsor-wide plan assets over time
All Shadwell Farm, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $15M |
| 2023 | 1 | 59 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$10M |
| Employer EIN | 611065368 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $1.9B · 2,162
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $478M · 1,722
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $68M · 467
- Plumbers & Steamfitters Local 577 Annuity Plan $16M · 297
- International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund $8M · 60
Shadwell Farm Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is American Academy of Dermatology, Inc. Pension Plan in IL ($15M); by covered participants it is Carnegie Corporation of New York Defined Contribution Retirement Plan in NY (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.
- Carnegie Corporation of New York Defined Contribution Retirement Plan (NY) 78 · 0 off
- Monotech of Mississippi, Inc. Pension Plan for Collective Bargaining Employees (TX) 78 · 0 off
- Peterson Trucks, Inc. Pension Plan (CA) 78 · 0 off
- Cordillera and Affiliated Companies Money Purchase Pension Plan (CO) 78 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.