Other · DOL Form 5500 · 2022

Georgetown College Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
200
Participants Below avg headcount
88th
Percentile by assets National rank
$253,594
Avg per participant Above avg balance/head
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Official DOL plan name: Georgetown College Defined Contribution Plan · Sponsored by Georgetown College · Kentucky · Educational Services

$51M in assets, 200 participants

Georgetown College's Georgetown College Defined Contribution Plan reported $51M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,131 in Educational Services (4,024 peers)

Coverage in Kentucky

Georgetown College Defined Contribution Plan covers 200 participants in Kentucky, about 31% of the average Kentucky filer (state average ~647 per filing). Assets: $51M.

#3,131
in Educational Services (4,024 peers)
-14.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Georgetown College Defined Contribution Plan's outsized position by total assets

Georgetown College Defined Contribution Plan vs every filed plan by assets

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

$50,718,702 Top 12% higher than 88% 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

Georgetown College Defined Contribution 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. Georgetown College Defined Contribution Plan sits mid-pack in the medium band (200 participants).

DOL schedule card

Filing strip 610444695 · Georgetown College PY 2022 · Other

Georgetown College Defined Contribution Plan · $51M · 200 · 88th

  • PCT $51M
  • PCT 200
  • PCT 88th
  • PCT Other
  • PCT near Waynesburg University Defined Contribution Retirement Plan
  • PCT ind #3131

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 →

Georgetown College Defined Contribution Plan in the asset neighbourhood

Greens Farms Academy Defined Contribution PlanGreens Farms Academy Defined…$51MPembroke Hill School Defined Contribution Retirement PlanPembroke Hill School Defined…$51MWaynesburg University Defined Contribution Retirement PlanWaynesburg University Define…$51MGeorgetown College Defined Contribution PlanGeorgetown College Defined C…$51MBay Path University 403(b) Retirement PlanBay Path University 403(b) R…$51M
End-of-year total assets ($M) among Georgetown College Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$51M
Net Income-$9M
Employer EIN610444695
Plan Effective Date1962-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgetown College)

Sponsor-wide plan assets over time

All Georgetown College plans reported in each filing year

Latest sponsor-wide plan assets
$56M 10.074344962534727% vs 2022
2023 filing year
$50M$52M$54M$56M$58M 20222023 $50.7M $55.8M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 200 $51M
2023 1 207 $56M

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Georgetown College Defined Contribution Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Georgetown College Defined Contribution Plan, Total assets ($B): 0.050718702 · Participants: 200Georgetown College Defined Contribution PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.451656853 · Participants: 17896Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.070436561 · Participants: 21780Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.418333564 · Participants: 3424Electrical Workers Local 369 Retirement FundKing's Daughters' Medical Center Matching Contribution Plan, Total assets ($B): 0.180410127 · Participants: 4594King's Daughters' Medical Center Matching Contribution PlanEmh Retirement Savings Plan, Total assets ($B): 0.156189306 · Participants: 1630Emh Retirement Savings Plan
Georgetown College Defined Contribution Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Georgetown College Defined Contribution Plan side-by-side with 3 peers →

Georgetown College Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Waynesburg University Defined Contribution Retirement Plan in PA ($51M); by covered participants it is Palmer Trinity School 403(b) DC Plan in FL (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Georgetown College Defined Contribution Plan assets move in 2022? ▼
Georgetown College Defined Contribution Plan pulled back noticeably - down 14.9% during 2022, from $60M to $51M. Reported net income was -$9M.
How have Georgetown College plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Georgetown College's sponsor-wide assets grew 10.1%, from $51M to $56M.
Where does Georgetown College Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Georgetown College Defined Contribution Plan ranks in the 88th 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 Other plans are similar in size to Georgetown College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Waynesburg University Defined Contribution Retirement Plan in PA ($51M, 366 participants).
Which Other plans cover a similar participant headcount to Georgetown College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Palmer Trinity School 403(b) DC Plan in FL (200 participants, $25M 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 610444695.

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.