Money Purchase · DOL Form 5500 · 2022
Shadwell Farm, LLC Money Purchase Plan
Data updated 2026-08-06
- $15M
- Total assets
- 78
- Participants
- 73rd
- Percentile by assets
- $192,559
- Avg per participant
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.
- 73rd percentile by assets (of 139,258 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 78
- covered participants
- 73rd
- percentile by assets (of 139,258 plans)
- $192,559
- avg assets per participant
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.
2022 asset move for Shadwell Farm Retirement Plan
Year over year, total assets contracted severely from $25M at the start of 2022 to $15M at year-end (down 39.2%). Net assets closed at $15M; reported net income -$10M.
Shadwell Farm, LLC years around the 2022 move
| 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.
Shadwell Farm Retirement Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants
- 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
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Frequently Asked Questions
How did Shadwell Farm Retirement Plan assets move in 2022? ▼
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Next read for Shadwell Farm Retirement Plan
2022 change
Ways to act on Shadwell Farm Retirement Plan's numbers.
- By total assets, Shadwell Farm Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Kentucky. Compare plans