Transylvania University Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Transylvania University · Kentucky · Educational Services
What the 2023 filing shows
Transylvania University Retirement Plan holds $65M for 250 participants — about $260,581 per participant, down 16.7% over the 2022 plan year.
- $65M
- total plan assets (2022 EOY)
- 250
- covered participants
- $260,581
- avg assets per participant
- -16.7%
- assets change YoY
The plan reported a net loss of $13M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Transylvania University Retirement Plan
Transylvania University Retirement Plan is a Profit Sharing retirement plan sponsored by Transylvania University, headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $65M in total end-of-year assets and covers 250 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 610444825, and the plan has been effective since 1959-11-23. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $78M at the beginning of 2022 to $65M at year-end — a decline of 16.7%. Net assets (after liabilities) closed the year at $65M, with reported net income of $-13,090,150 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $78M |
| Total Assets (End of Year) | $65M |
| Net Assets (End of Year) | $65M |
| Net Income | $-13,090,150 |
| Plan Type | Profit Sharing |
| Employer EIN | 610444825 |
| Plan Effective Date | 1959-11-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transylvania University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $65M |
| 2023 | 1 | 493 | $72M |
| 2024 | 1 | 465 | $78M |
Nearby Profit Sharing Plans in Kentucky
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- UPS/Ibt Local 2727 401(k) Plan $446M · 1,811
- Gray Retirement Savings Plan $186M · 2,003
Related Data
Guides
Frequently Asked Questions
How much money is in the Transylvania University Retirement Plan? ▼
What type of plan is Transylvania University Retirement Plan? ▼
Who sponsors the Transylvania University Retirement Plan? ▼
How did Transylvania University Retirement Plan perform in 2022? ▼
Where can I find official filings for Transylvania University Retirement Plan? ▼
How does Transylvania University Retirement Plan compare to other plans? ▼
Explore PlainRetire
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 610444825.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.