Shadwell Farm Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Shadwell Farm, LLC · Kentucky · Agriculture, Forestry & Fishing
What the 2023 filing shows
Shadwell Farm Retirement Plan holds $15M for 78 participants — about $192,559 per participant, down 39.2% over the 2022 plan year.
- $15M
- total plan assets (2022 EOY)
- 78
- covered participants
- $192,559
- avg assets per participant
- -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.
What the Filing Says About Shadwell Farm Retirement Plan
Shadwell Farm Retirement Plan is a Money Purchase retirement plan sponsored by Shadwell Farm, LLC, headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 78 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 611065368, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $25M at the beginning of 2022 to $15M at year-end — a decline of 39.2%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-9,683,340 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $25M |
| Total Assets (End of Year) | $15M |
| Net Assets (End of Year) | $15M |
| Net Income | $-9,683,340 |
| Plan Type | Money Purchase |
| Employer EIN | 611065368 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shadwell Farm, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $15M |
| 2023 | 1 | 59 | N/A |
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 $2.2B · 2,143
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $550M · 1,810
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $89M · 404
- Plumbers & Steamfitters Local 577 Annuity Plan $20M · 344
- Plumbers & Steamfitters Local 248 Annuity Plan $11M · 291
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Frequently Asked Questions
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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 611065368.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.