401(k) · DOL Form 5500 · 2022
Lg&e and Ku Energy LLC 401(k) Plan
Data updated 2026-08-06
- $851M
- Total assets
- 3,389
- Participants
- 99th
- Percentile by assets
- $251,207
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #652 in Utilities (739 peers)
Coverage in Kentucky
Lg&e and Ku Savings Plan covers 3,389 participants in Kentucky, 5.2x the typical Kentucky plan (state average ~658 per filing). Assets: $851M.
- $851M
- total plan assets (2022 EOY)
- 3,389
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $251,207
- avg assets per participant
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.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 658 participants across 1,242 plans. Lg&e and Ku Savings Plan reports 3,389 participants - 5.2x that state average ($851M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $851M |
| Net Income | -$305M |
| Employer EIN | 200523163 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lg&e and Ku Energy LLC)
| 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
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lg&e and Ku Savings Plan by total assets, not by location.
- Coadvantage Corporation Retirement Savings Plan (FL) $851M · 55,559
- Polaris 401(k) Retirement Savings Plan (MN) $851M · 8,806
- Hf Sinclair Corporation 401(k) Retirement Savings Plan (TX) $851M · 4,002
- Open Text, Inc. 401(k) Plan (CA) $850M · 3,999
Frequently Asked Questions
How did Lg&e and Ku Savings Plan assets move in 2022? ▼
How have Lg&e and Ku Energy LLC plan assets changed over time? ▼
Where does Lg&e and Ku Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lg&e and Ku Savings Plan? ▼
Next read for Lg&e and Ku Savings Plan
Filing takeaways
Ways to act on Lg&e and Ku Savings Plan's numbers.
- By total assets, Lg&e and Ku Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
- Lg&e and Ku Energy LLC's sponsor-wide assets have grown 3.7% since 2022 across 3 plan years on file. More Utilities plans