Defined Benefit (Pension) · DOL Form 5500 · 2022

Investors Heritage Capital Corporation Pension Plan

Data updated 2026-08-11

$18M
Total assets
37
Participants
76th
Percentile by assets
$486,656
Avg per participant
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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.

  • 76th percentile by assets (of 139,126 plans)
  • #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.

$18M
total plan assets (2022 EOY)
37
covered participants
76th
percentile by assets (of 139,126 plans)
$486,656
avg assets per participant

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.

Where Ihcc Employee Retirement Plan sits 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 $2,010,000,000 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

State
Kentucky
Industry
Management of Enterprises

Rank #672 in Management of Enterprises

Among 1,193 Management of Enterprises plans that filed a Form 5500 for plan year 2022, Ihcc Employee Retirement Plan ranks #672 by end-of-year assets - about 1974% of the sector average of $356M. Nationally it sits in the 76th percentile, a weaker position within its industry than across all filers.

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)

$34M$34.2M$34.4M$34.6M$34.8M$35M 202220232024 $34.1M $34.6M ▲ +1.4%
Total plan assets by year, all Investors Heritage Capital Corporation plans on file
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 ($B) Participants Ihcc Employee Retire…, Total assets ($B): 0.018006254 · Participants: 37Ihcc Employee Retire…Lg&e and Ku Pension …, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension …Ashland Hercules Pen…, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pen…Yum Brands Retiremen…, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retiremen…Brown-Forman Corpora…, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corpora…Ashland Hercules Pen…, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pen…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ihcc Employee Retirement Plan by total assets, not by location.

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).

Next read for Ihcc Employee Retirement Plan

Filing takeaways

Ways to act on Ihcc Employee Retirement Plan's numbers.

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.