401(k) · DOL Form 5500 · 2022

The Sullivan University System, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
409
Participants Below avg headcount
77th
Percentile by assets National rank
$48,113
Avg per participant Low balance/head
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Official DOL plan name: The Sullivan University System, Inc. 401(k) Plan · Sponsored by The Sullivan University System, Inc. · Kentucky · Educational Services

$20M in assets, 409 participants

The Sullivan University System, Inc.'s The Sullivan University System, Inc. 401(k) Plan reported $20M in total assets and 409 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,443 in Educational Services (4,024 peers)

Where The Sullivan University System, Inc. 401(k) Plan sits by assets

The Sullivan University System, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 409 participants (~$48,113/participant), down 26.2% in 2022.

#2,443
in Educational Services (4,024 peers)
-26.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Sullivan University System, Inc. 401(k) Plan's outsized position by total assets

The Sullivan University System, Inc. 401(k) Plan vs every filed plan by assets

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

$19,678,080 Top 23% higher than 77% 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

The Sullivan University System, Inc. 401(k) 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. The Sullivan University System, Inc. 401(k) Plan sits mid-pack in the medium band (409 participants).

EBSA filing schedule strip

Filing strip 610596564 · The Sullivan University System, Inc. PY 2022 · 401(k)

The Sullivan University System, Inc. 401(k) Plan · $20M · 409 · 77th

  • IND $20M
  • IND 409
  • IND 77th
  • IND 401(k)
  • IND near The St. Joe Company Retirement Plan
  • IND ind #2443

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 →

The Sullivan University System, Inc. 401(k) Plan in the asset neighbourhood

The Sullivan University System, Inc. 401(k) PlanThe Sullivan University Syst…$20MThe St. Joe Company Retirement PlanThe St. Joe Company Retireme…$20MTicketnetwork, Inc. 401(k) Profit Sharing PlanTicketnetwork, Inc. 401(k) P…$20MKiekert USA, Inc. 401(k) Plan$20MNorthland Investment Corporation 401(k) PlanNorthland Investment Corpora…$20M
End-of-year total assets ($M) among The Sullivan University System, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$20M
Net Income-$7M
Employer EIN610596564
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sullivan University System, Inc.)

Sponsor-wide plan assets over time

All The Sullivan University System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 9.670105010244901% vs 2022
2024 filing year
$19M$20M$21M$22M 202220232024 $19.7M $21.6M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 409 $20M
2023 1 356 $21M
2024 1 373 $22M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Sullivan University System, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants The Sullivan University System, Inc. 401(k) Plan, Total assets ($B): 0.01967808 · Participants: 409The Sullivan University System, Inc. 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
The Sullivan University System, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare The Sullivan University System, Inc. 401(k) Plan side-by-side with 3 peers →

The Sullivan University System, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is The St. Joe Company Retirement Plan in FL ($20M); by covered participants it is Cb Richard Ellis - Ne Partners, L.P. 401(k) Retirement Plan & Trust in MA (409 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (409 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 The Sullivan University System, Inc. 401(k) Plan assets move in 2022? ▼
The Sullivan University System, Inc. 401(k) Plan declined sharply - down 26.2% during 2022, from $27M to $20M. Reported net income was -$7M.
How have The Sullivan University System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sullivan University System, Inc.'s sponsor-wide assets grew 9.7%, from $20M to $22M.
Where does The Sullivan University System, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Sullivan University System, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Sullivan University System, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The St. Joe Company Retirement Plan in FL ($20M, 568 participants).
Which 401(k) plans cover a similar participant headcount to The Sullivan University System, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cb Richard Ellis - Ne Partners, L.P. 401(k) Retirement Plan & Trust in MA (409 participants, $22M 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 610596564.

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.