Defined Benefit (Pension) · DOL Form 5500 · 2022
Lg&e and Ku Energy, LLC Pension Plan
Data updated 2026-08-06
- $1.1B
- Total assets
- 983
- Participants
- 99th
- Percentile by assets
- $1.1M
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #668 in Utilities (739 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.
- $1.1B
- total plan assets (2022 EOY)
- 983
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $1.1M
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Lg&e and Ku Pension Plan outranks 99% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 11x the national average plan size of $100M (730 average participants).
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)
| 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.
Lg&e and Ku Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Lg&e and Ku Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Lg&e and Ku Pension Plan assets move in 2022? ▼
How have Lg&e and Ku Energy, LLC plan assets changed over time? ▼
Where does Lg&e and Ku Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Lg&e and Ku Pension Plan? ▼
Next read for Lg&e and Ku Pension Plan
Scale reading
Ways to act on Lg&e and Ku Pension Plan's numbers.
- By total assets, Lg&e and Ku Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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