Defined Benefit (Pension) · DOL Form 5500 · 2022

Investors Heritage Capital Corporation Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
37
Participants Small participant base
76th
Percentile by assets National rank
$486,656
Avg per participant High balance/head
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Official DOL plan name: Ihcc Employee Retirement Plan · Sponsored by Investors Heritage Capital Corporation · Kentucky · Management of Enterprises

$18M in assets, 37 participants

Investors Heritage Capital Corporation's Ihcc Employee Retirement Plan reported $18M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

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

Management of Enterprises sector rank

Within Management of Enterprises, Ihcc Employee Retirement Plan ranks #672 of 1,193 2022 filers by assets (1974% of the sector average)-$18M for 37 participants.

#672
in Management of Enterprises (1,193 peers)
-22.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ihcc Employee Retirement Plan's outsized position by total assets

Ihcc Employee Retirement Plan vs every filed plan by assets

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

$18,006,254 Top 24% higher than 76% 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 Employee 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 Employee Retirement Plan is a small filing (37 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 616030333 · Investors Heritage Capital Corporation PY 2022 · Defined Benefit (Pension)

Ihcc Employee Retirement Plan · $18M · 37 · 76th

  • TYPE $18M
  • TYPE 37
  • TYPE 76th
  • TYPE Defined Benefit (Pension)
  • TYPE near Mw Manufacturers Inc Retirement Plan
  • TYPE ind #672

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 Employee Retirement Plan in the asset neighbourhood

Ramsey Winch Company Employees' Retirement PlanRamsey Winch Company Employe…$18MFlorida Crystals Corporation Pension Plan for Bue (Bargaining Unit Employees)Florida Crystals Corporation…$18MRetirement Plan for Employees of Continental Divide Electric Cooperative Inc.Retirement Plan for Employee…$18MMw Manufacturers Inc Retirement PlanMw Manufacturers Inc Retirem…$18MIhcc Employee Retirement Plan$18M
End-of-year total assets ($M) among Ihcc Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$18M
Net Income-$5M
Employer EIN616030333
Plan Effective Date1974-01-01
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 Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ihcc Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Ihcc Employee Retirement Plan, Total assets ($B): 0.018006254 · Participants: 37Ihcc Employee Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Ihcc Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Ihcc Employee Retirement Plan side-by-side with 3 peers →

Ihcc Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Mw Manufacturers Inc Retirement Plan in NC ($18M); by covered participants it is Retirement Plan for Employees of Richardson Aviation in TX (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Employee Retirement Plan assets move in 2022? ▼
Ihcc Employee Retirement Plan declined sharply - down 22.6% during 2022, from $23M to $18M. Reported net income was -$5M.
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.
Where does Ihcc Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Ihcc Employee Retirement Plan ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to Ihcc Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mw Manufacturers Inc Retirement Plan in NC ($18M, 193 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ihcc Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Richardson Aviation in TX (37 participants, $20M 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.