401(k) · DOL Form 5500 · 2022

Investors Heritage Capital Corporation 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
97
Participants Small participant base
74th
Percentile by assets National rank
$166,225
Avg per participant Above avg balance/head
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Official DOL plan name: Ihcc 401(k) Retirement Plan · Sponsored by Investors Heritage Capital Corporation · Kentucky · Management of Enterprises

$16M in assets, 97 participants

Investors Heritage Capital Corporation's Ihcc 401(k) Retirement Plan reported $16M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #644 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Ihcc 401(k) Retirement Plan ranks #644 of 1,193 2022 filers by assets (2205% of the sector average)-$16M for 97 participants.

#644
in Management of Enterprises (1,193 peers)
-10.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ihcc 401(k) Retirement Plan's outsized position by total assets

Ihcc 401(k) Retirement Plan vs every filed plan by assets

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

$16,123,873 Top 26% higher than 74% 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

Ihcc 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ihcc 401(k) Retirement Plan is a small filing (97 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 616030333 · Investors Heritage Capital Corporation PY 2022 · 401(k)

Ihcc 401(k) Retirement Plan · $16M · 97 · 74th

  • NET $16M
  • BOOK 97
  • VS-ST 74th
  • BOY 401(k)
  • SCH near Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit
  • EBSA ind #644

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 Management of Enterprises retirement plans → · Plans in Kentucky →

Ihcc 401(k) Retirement Plan in the asset neighbourhood

Proctor Academy 401(k) Savings PlanProctor Academy 401(k) Savin…$16MIhcc 401(k) Retirement Plan$16MAire-Rite Airconditioning Refrigeration, Inc. 401(k) ProfitAire-Rite Airconditioning Re…$16MNebraska Beef, Ltd 401(k) Profit Sharing PlanNebraska Beef, Ltd 401(k) Pr…$16MAtmosphere Group, Inc. Tax Deferred PlanAtmosphere Group, Inc. Tax D…$16M
End-of-year total assets ($M) among Ihcc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN616030333
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investors Heritage Capital Corporation)

Sponsor-wide plan assets over time

All Investors Heritage Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$35M 1.3785445333971362% vs 2022
2024 filing year
$34M$34.2M$34.4M$34.6M$34.8M$35M 202220232024 $34.1M $34.6M ▲ +1.4%
Year Plans Participants Total Assets
2022 2 134 $34M
2023 2 137 $35M
2024 2 132 $35M

Nearby 401(k) Plans in Kentucky

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

Ihcc 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Ihcc 401(k) Retirement Plan, Total assets ($B): 0.016123873 · Participants: 97Ihcc 401(k) Retirement 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
Ihcc 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Ihcc 401(k) Retirement Plan side-by-side with 3 peers →

Ihcc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit in CA ($16M); by covered participants it is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Ihcc 401(k) Retirement Plan assets move in 2022? ▼
Ihcc 401(k) Retirement Plan pulled back noticeably - down 10.5% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Investors Heritage Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investors Heritage Capital Corporation's sponsor-wide assets grew 1.4%, from $34M to $35M.
Which 401(k) plans are similar in size to Ihcc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit in CA ($16M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Ihcc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rhode Island Eye Institute 401(k)Profit Sharing Plan in RI (97 participants, N/A 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 616030333.

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.