401(k) · DOL Form 5500 · 2022

Lg&e and Ku Energy LLC 401(k) Plan

Data updated 2026-08-25

$851M
Total assets Above avg plan size
3,389
Participants Above avg headcount
99th
Percentile by assets National rank
$251,207
Avg per participant Above avg balance/head
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Official DOL plan name: Lg&e and Ku Savings Plan · Sponsored by Lg&e and Ku Energy LLC · Kentucky · Utilities

$851M in assets, 3,389 participants

Lg&e and Ku Energy LLC's Lg&e and Ku Savings Plan reported $851M in total assets and 3,389 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #651 in Utilities (738 peers)

Coverage in Kentucky

Lg&e and Ku Savings Plan covers 3,389 participants in Kentucky, 5.2x the typical Kentucky plan (state average ~647 per filing). Assets: $851M.

#651
in Utilities (738 peers)
-29.0%
assets change YoY
8.5×
vs typical plan assets (national mean)

The plan reported a net loss of $305M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lg&e and Ku Savings Plan's outsized position by total assets

Lg&e and Ku Savings Plan vs every filed plan by assets

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

$851,341,345 Top 1% higher than 99% 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

Lg&e and Ku Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lg&e and Ku Savings Plan lands in the large band (3,389 participants).

EBSA filing schedule strip

Filing strip 200523163 · Lg&e and Ku Energy LLC PY 2022 · 401(k)

Lg&e and Ku Savings Plan · $851M · 3,389 · 99th

  • IND $851M
  • IND 3,389
  • IND 99th
  • IND 401(k)
  • IND near Coadvantage Corporation Retirement Savings Plan
  • IND ind #651

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 Utilities retirement plans → · Plans in Kentucky →

Lg&e and Ku Savings Plan in the asset neighbourhood

Lg&e and Ku Savings Plan$851MCoadvantage Corporation Retirement Savings PlanCoadvantage Corporation Reti…$851MPolaris 401(k) Retirement Savings PlanPolaris 401(k) Retirement Sa…$851MHf Sinclair Corporation 401(k) Retirement Savings PlanHf Sinclair Corporation 401(…$851MOpen Text, Inc. 401(k) Plan$850M
End-of-year total assets ($M) among Lg&e and Ku Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$851M
Net Income-$305M
Employer EIN200523163
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lg&e and Ku Energy LLC)

Sponsor-wide plan assets over time

All Lg&e and Ku Energy LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 3.663468503894085% vs 2022
2024 filing year
$1.95B$2B$2.05B 202220232024 $1.97B $2.04B ▲ +3.6%
Year Plans Participants Total Assets
2022 2 4,372 $2.0B
2023 2 3,951 $2.0B
2024 2 3,867 $2.0B

Nearby 401(k) Plans in Kentucky

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

Lg&e and Ku Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 02468 Total assets ($B) Participants Lg&e and Ku Savings Plan, Total assets ($B): 0.851341345 · Participants: 3389Lg&e and Ku Savings 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
Lg&e and Ku Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Lg&e and Ku Savings Plan side-by-side with 3 peers →

Lg&e and Ku Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Coadvantage Corporation Retirement Savings Plan in FL ($851M); by covered participants it is Colas Inc. and Subsidiaries 401(k) Savings Plan in NJ (3,390 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($851M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,389 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 Lg&e and Ku Savings Plan assets move in 2022? ▼
Lg&e and Ku Savings Plan declined sharply - down 29.0% during 2022, from $1.2B to $851M. Reported net income was -$305M.
How have Lg&e and Ku Energy LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lg&e and Ku Energy LLC's sponsor-wide assets grew 3.7%, from $2.0B to $2.0B.
Where does Lg&e and Ku Savings Plan rank by assets among Form 5500 filers? ▼
Lg&e and Ku Savings Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Lg&e and Ku Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coadvantage Corporation Retirement Savings Plan in FL ($851M, 55,559 participants).
Which 401(k) plans cover a similar participant headcount to Lg&e and Ku Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colas Inc. and Subsidiaries 401(k) Savings Plan in NJ (3,390 participants, $470M 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 200523163.

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.