Other · DOL Form 5500 · 2023
Louisville Collegiate School Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $121,691
- Avg per participant Near avg balance/head
Official DOL plan name: Louisville Collegiate School Defined Contribution Retirement Plan · Sponsored by Louisville Collegiate School · Kentucky · Educational Services
$23M in assets, 193 participants
Louisville Collegiate School's Louisville Collegiate School Defined Contribution Retirement Plan reported $23M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,215 in Educational Services (3,735 peers)
Coverage in Kentucky
Louisville Collegiate School Defined Contribution Retirement Plan covers 193 participants in Kentucky, about 30% of the average Kentucky filer (state average ~647 per filing). Assets: $23M.
- #2,215
- in Educational Services (3,735 peers)
- +19.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Louisville Collegiate School Defined Contribution Retirement Plan's outsized position by total assets
Louisville Collegiate School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,486,389 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Louisville Collegiate School Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Louisville Collegiate School Defined Contribution Retirement Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Louisville Collegiate School Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Louisville Collegiate School Defined Contribution Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Louisville Collegiate School Defined Contribution Retirement Plan reported participants fell from 198 in the plan year 2022 filing to 193 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 610449630 · Louisville Collegiate School PY 2023 · Other
Louisville Collegiate School Defined Contribution Retirement Plan · $23M · 193 · 75th
- EIN $23M
- RANK 193
- PHOTO 75th
- IND Other
- EOY near Nafsa Association of International Educators 403b Plan
- 5500 ind #2215
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 →
Louisville Collegiate School Defined Contribution Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 610449630 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Louisville Collegiate School)
Sponsor-wide plan assets over time
All Louisville Collegiate School plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 36.70162231098505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 198 | $20M |
| 2023 | 1 | 193 | $23M |
| 2024 | 1 | 194 | $27M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- Baptist Health Thrift Plan $1.1B · 790
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- Emh Retirement Savings Plan $179M · 1,706
- Owensboro Health 403(b) Safe Harbor Plan $169M · 3,768
Louisville Collegiate School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Nafsa Association of International Educators 403b Plan in DC ($23M); by covered participants it is The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan in CA (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Nafsa Association of International Educators 403b Plan (DC) $23M · 52
- American Hydro 401(k) Plan (PA) $23M · 160
- The Jemicy School Retirement Plan (MD) $23M · 170
- Womens League Tax Sheltered Annuity Plan (NY) $23M · 572
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.