Defined Benefit (Pension) · DOL Form 5500 · 2022

Whitaker Bank Corporation of Kentucky Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
203
Participants Below avg headcount
80th
Percentile by assets National rank
$120,928
Avg per participant Near avg balance/head
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Official DOL plan name: Whitaker Bank Corporation of Kentucky Defined Benefit Plan · Sponsored by Whitaker Bank Corporation of Kentucky · Kentucky · Finance & Insurance

$25M in assets, 203 participants

Whitaker Bank Corporation of Kentucky's Whitaker Bank Corporation of Kentucky Defined Benefit Plan reported $25M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,326 in Finance & Insurance (9,261 peers)

Coverage in Kentucky

Whitaker Bank Corporation of Kentucky Defined Benefit Plan covers 203 participants in Kentucky, about 31% of the average Kentucky filer (state average ~647 per filing). Assets: $25M.

#6,326
in Finance & Insurance (9,261 peers)
-14.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whitaker Bank Corporation of Kentucky Defined Benefit Plan's outsized position by total assets

Whitaker Bank Corporation of Kentucky Defined Benefit Plan vs every filed plan by assets

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

$24,548,300 Top 20% higher than 80% 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

Whitaker Bank Corporation of Kentucky Defined Benefit 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. Whitaker Bank Corporation of Kentucky Defined Benefit Plan sits mid-pack in the medium band (203 participants).

Published 5500 schedule card

Filing strip 611208135 · Whitaker Bank Corporation of Kentucky PY 2022 · Defined Benefit (Pension)

Whitaker Bank Corporation of Kentucky Defined Benefit Plan · $25M · 203 · 80th

  • NET $25M
  • BOOK 203
  • VS-ST 80th
  • BOY Defined Benefit (Pension)
  • SCH near Retirement Plan for Employees of Southampton Hospital Association
  • EBSA ind #6326

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 Finance & Insurance retirement plans → · Plans in Kentucky →

Whitaker Bank Corporation of Kentucky Defined Benefit Plan in the asset neighbourhood

Lucky Friday Pension Plan$25MWhitaker Bank Corporation of Kentucky Defined Benefit PlanWhitaker Bank Corporation of…$25MRetirement Plan for Employees of Southampton Hospital AssociationRetirement Plan for Employee…$25MChristiana Care Visiting Nurse Association Retirement PlanChristiana Care Visiting Nur…$25MMarine Acquisition Corp. Retirement Income PlanMarine Acquisition Corp. Ret…$25M
End-of-year total assets ($M) among Whitaker Bank Corporation of Kentucky Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN611208135
Plan Effective Date2021-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitaker Bank Corporation of Kentucky)

Sponsor-wide plan assets over time

All Whitaker Bank Corporation of Kentucky plans reported in each filing year

Latest sponsor-wide plan assets
$6M 76.56150527735119% vs 2022
2023 filing year
$0M$10M$20M$30M 20222023 $24.6M $5.75M ▼ -76.6%
Year Plans Participants Total Assets
2022 1 203 $25M
2023 1 298 $6M

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Whitaker Bank Corporation of Kentucky Defined Benefit 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 ($B) Participants Whitaker Bank Corporation of Kentucky Defined Benefit Plan, Total assets ($B): 0.0245483 · Participants: 203Whitaker Bank Corporation of Kentucky Defined Benefit PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Whitaker Bank Corporation of Kentucky Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Whitaker Bank Corporation of Kentucky Defined Benefit Plan side-by-side with 3 peers →

Whitaker Bank Corporation of Kentucky Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Southampton Hospital Association in NY ($25M); by covered participants it is Seyfarth Shaw LLP Market-Based Pension Plan in IL (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Whitaker Bank Corporation of Kentucky Defined Benefit Plan assets move in 2022? ▼
Whitaker Bank Corporation of Kentucky Defined Benefit Plan pulled back noticeably - down 14.2% during 2022, from $29M to $25M. Reported net income was -$4M.
How have Whitaker Bank Corporation of Kentucky plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Whitaker Bank Corporation of Kentucky's sponsor-wide assets declined 76.6%, from $25M to $6M.
Where does Whitaker Bank Corporation of Kentucky Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Whitaker Bank Corporation of Kentucky Defined Benefit Plan ranks in the 80th 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 Whitaker Bank Corporation of Kentucky Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Southampton Hospital Association in NY ($25M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Whitaker Bank Corporation of Kentucky Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seyfarth Shaw LLP Market-Based Pension Plan in IL (203 participants, $41M 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 611208135.

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.