Other · DOL Form 5500 · 2022
Spalding University Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 604
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $69,015
- Avg per participant Below avg balance/head
Official DOL plan name: Spalding University Defined Contribution Retirement Plan · Sponsored by Spalding University · Kentucky · Educational Services
$42M in assets, 604 participants
Spalding University's Spalding University Defined Contribution Retirement Plan reported $42M in total assets and 604 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #3,012 in Educational Services (4,024 peers)
Where Spalding University Defined Contribution Retirement Plan sits by assets
Spalding University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 604 participants (~$69,015/participant), down 19.4% in 2022.
- #3,012
- in Educational Services (4,024 peers)
- -19.4%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
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.
Spalding University Defined Contribution Retirement Plan's outsized position by total assets
Spalding University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$41,685,243 Top 14% higher than 86% 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
Spalding University Defined Contribution 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. Spalding University Defined Contribution Retirement Plan sits mid-pack in the medium band (604 participants).
Plan-year Form 5500 strip
Filing strip 610444780 · Spalding University PY 2022 · Other
Spalding University Defined Contribution Retirement Plan · $42M · 604 · 86th
- IND $42M
- IND 604
- IND 86th
- IND Other
- IND near Nonprofit Association of the Midlands 403(b) Plan
- IND ind #3012
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 →
Spalding University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$10M |
| Employer EIN | 610444780 |
| Plan Effective Date | 1967-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spalding University)
Sponsor-wide plan assets over time
All Spalding University plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 21.97435193073002% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 604 | $42M |
| 2023 | 1 | 436 | $43M |
| 2024 | 1 | 613 | $33M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.5B · 17,896
- Baptist Health Thrift Plan $1.1B · 21,780
- Electrical Workers Local 369 Retirement Fund $418M · 3,424
- King's Daughters' Medical Center Matching Contribution Plan $180M · 4,594
- Emh Retirement Savings Plan $156M · 1,630
Spalding University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Nonprofit Association of the Midlands 403(b) Plan in NE ($42M); by covered participants it is Claremont Mckenna College Academic Retirement Plan in CA (604 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (604 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.