Other · DOL Form 5500 · 2022

Transylvania University Retirement Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
250
Participants Below avg headcount
90th
Percentile by assets National rank
$260,581
Avg per participant Above avg balance/head
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Official DOL plan name: Transylvania University Retirement Plan · Sponsored by Transylvania University · Kentucky · Educational Services

$65M in assets, 250 participants

Transylvania University's Transylvania University Retirement Plan reported $65M in total assets and 250 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,279 in Educational Services (4,024 peers)

Coverage in Kentucky

Transylvania University Retirement Plan covers 250 participants in Kentucky, about 39% of the average Kentucky filer (state average ~647 per filing). Assets: $65M.

#3,279
in Educational Services (4,024 peers)
-16.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Transylvania University Retirement Plan's outsized position by total assets

Transylvania University Retirement Plan vs every filed plan by assets

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

$65,145,154 Top 10% higher than 90% 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

Transylvania University Retirement 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. Transylvania University Retirement Plan sits mid-pack in the medium band (250 participants).

EBSA filing schedule strip

Filing strip 610444825 · Transylvania University PY 2022 · Other

Transylvania University Retirement Plan · $65M · 250 · 90th

  • NET $65M
  • BOOK 250
  • VS-ST 90th
  • BOY Other
  • SCH near Regent University 403(b) Retirement Plan
  • EBSA ind #3279

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 Educational Services retirement plans → · Plans in Kentucky →

Transylvania University Retirement Plan in the asset neighbourhood

North Country Healthcare Retirement PlanNorth Country Healthcare Ret…$65MTax Deferred Annuity Program for Employees of Valley Presbyterian HospitalTax Deferred Annuity Program…$65MTransylvania University Retirement PlanTransylvania University Reti…$65MRegent University 403(b) Retirement PlanRegent University 403(b) Ret…$65MPressley Ridge Retirement PlanPressley Ridge Retirement Pl…$65M
End-of-year total assets ($M) among Transylvania University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$65M
Net Income-$13M
Employer EIN610444825
Plan Effective Date1959-11-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Transylvania University)

Sponsor-wide plan assets over time

All Transylvania University plans reported in each filing year

Latest sponsor-wide plan assets
$78M 19.109069878014257% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $65.2M $77.6M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 250 $65M
2023 1 493 $72M
2024 1 465 $78M

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Transylvania University Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Transylvania University Retirement Plan, Total assets ($B): 0.065145154 · Participants: 250Transylvania University Retirement PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.451656853 · Participants: 17896Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.070436561 · Participants: 21780Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.418333564 · Participants: 3424Electrical Workers Local 369 Retirement FundKing's Daughters' Medical Center Matching Contribution Plan, Total assets ($B): 0.180410127 · Participants: 4594King's Daughters' Medical Center Matching Contribution PlanEmh Retirement Savings Plan, Total assets ($B): 0.156189306 · Participants: 1630Emh Retirement Savings Plan
Transylvania University Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Transylvania University Retirement Plan side-by-side with 3 peers →

Transylvania University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Regent University 403(b) Retirement Plan in VA ($65M); by covered participants it is Brightpoint 403(b) Plan in IN (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Transylvania University Retirement Plan assets move in 2022? ▼
Transylvania University Retirement Plan declined sharply - down 16.7% during 2022, from $78M to $65M. Reported net income was -$13M.
How have Transylvania University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transylvania University's sponsor-wide assets grew 19.1%, from $65M to $78M.
Where does Transylvania University Retirement Plan rank by assets among Form 5500 filers? ▼
Transylvania University Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Transylvania University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Regent University 403(b) Retirement Plan in VA ($65M, 679 participants).
Which Other plans cover a similar participant headcount to Transylvania University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Brightpoint 403(b) Plan in IN (250 participants, $5M 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 610444825.

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.