Defined Benefit (Pension) · DOL Form 5500 · 2022
Lg&e and Ku Energy, LLC Pension Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 983
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Lg&e and Ku Pension Plan · Sponsored by Lg&e and Ku Energy, LLC · Kentucky · Utilities
$1.1B in assets, 983 participants
Lg&e and Ku Energy, LLC's Lg&e and Ku Pension Plan reported $1.1B in total assets and 983 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.
- #667 in Utilities (738 peers)
Where Lg&e and Ku Pension Plan sits by assets
Lg&e and Ku Pension Plan sits among the largest 1% of all filed plans, $1.1B for 983 participants (~$1.1M/participant), down 35.2% in 2022.
- #667
- in Utilities (738 peers)
- -35.2%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $604M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lg&e and Ku Pension Plan's outsized position by total assets
Lg&e and Ku Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,114,176,604 Top 1% higher than 99% of 139,123 filed plans
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 Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lg&e and Ku Pension Plan sits mid-pack in the medium band (983 participants).
Plan-year Form 5500 strip
Filing strip 200523163 · Lg&e and Ku Energy, LLC PY 2022 · Defined Benefit (Pension)
Lg&e and Ku Pension Plan · $1.1B · 983 · 99th
- RANK $1.1B
- RANK 983
- RANK 99th
- RANK Defined Benefit (Pension)
- RANK near Laborers' District Council Construction Industry Pension Fund
- RANK ind #667
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 Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$604M |
| Employer EIN | 200523163 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,372 | $2.0B |
| 2023 | 2 | 3,951 | $2.0B |
| 2024 | 2 | 3,867 | $2.0B |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Ashland Hercules Pension Plan $946M · 317
- Yum Brands Retirement Plan $754M · 4,539
- Brown-Forman Corporation Salaried Employees Retirement Plan $560M · 1,262
- Ashland Hercules Pension Plan II $415M · 285
- Lexmark Retirement Growth Account Plan $352M · 671
Lg&e and Ku Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Laborers' District Council Construction Industry Pension Fund in PA ($1.1B); by covered participants it is Pension Plan for Employees of Hns Management Co Inc Represented by Atu in CT (983 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Laborers' District Council Construction Industry Pension Fund (PA) $1.1B · 3,081
- Puget Sound Electrical Workers Pension Plan (WA) $1.1B · 5,519
- Securian Financial Group Inc Retirement Plan and Trust Agreement (MN) $1.1B · 2,753
- The Cchs Retirement Plan (OH) $1.1B · 14,345
Similar participant headcount
Nearest other-state filings by covered participants (983 participants); asset peers above are excluded.
- Pension Plan for Employees of Hns Management Co Inc Represented by Atu (CT) 983 · 0 off
- Jacksonville Plumbers and Pipefitters Pension Plan (TN) 983 · 0 off
- The Depository Trust & Clearing Corporation Retirement Plan (NJ) 984 · 1 off
- The Sherwin-Williams Company Employees' Pension Plan (OH) 981 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.