401(k) · DOL Form 5500 · 2023

The Renaissance Group LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
18
Participants Small participant base
67th
Percentile by assets National rank
$829,978
Avg per participant High balance/head
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Official DOL plan name: Renaissance Investment Management Employees' 401(k) Plan · Sponsored by The Renaissance Group LLC · Kentucky · Finance & Insurance

$15M in assets, 18 participants

The Renaissance Group LLC's Renaissance Investment Management Employees' 401(k) Plan reported $15M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,629 in Finance & Insurance (8,869 peers)

2023 asset change

Renaissance Investment Management Employees' 401(k) Plan pulled back noticeably 9.1% in 2023 ($16M → $15M) for 18 participants.

#4,629
in Finance & Insurance (8,869 peers)
-9.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Renaissance Investment Management Employees' 401(k) Plan's outsized position by total assets

Renaissance Investment Management Employees' 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,939,598 Top 33% higher than 67% of 127,068 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 2023

Renaissance Investment Management Employees' 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Renaissance Investment Management Employees' 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Renaissance Investment Management Employees' 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Renaissance Investment Management Employees' 401(k) Plan reported participants fell from 20 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Renaissance Investment Management Employees' 401(k) Plan end-of-year assets fell from $16M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311448100 · The Renaissance Group LLC PY 2023 · 401(k)

Renaissance Investment Management Employees' 401(k) Plan · $15M · 18 · 67th

  • PHOTO $15M
  • IND 18
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Intrax Cultural Exchange 401(k) Plan
  • PCT ind #4629

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 →

Renaissance Investment Management Employees' 401(k) Plan in the asset neighbourhood

Renaissance Investment Management Employees' 401(k) PlanRenaissance Investment Manag…$15MIntrax Cultural Exchange 401(k) PlanIntrax Cultural Exchange 401…$15MFallsway Equipment Co. Inc. 401(k) Profit Sharing Plan and TrustFallsway Equipment Co. Inc. …$15MSouthwind Foods, LLC 401(k)PlanSouthwind Foods, LLC 401(k)P…$15MWm 401(k) Plan$15M
End-of-year total assets ($M) among Renaissance Investment Management Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Renaissance Group LLC years around the 2023 move

Sponsor-wide plan assets over time

All The Renaissance Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 7.550522125586936% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $16.4M $17.7M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 20 $16M
2023 1 18 $15M
2024 1 18 $18M

2023 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$1M
Employer EIN311448100
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Renaissance Investment Management Employees' 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Renaissance Investment Management Employees' 401(k) Plan, Total assets ($B): 0.014939598 · Participants: 18Renaissance Investment Management Employees' 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Renaissance Investment Management Employees' 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Renaissance Investment Management Employees' 401(k) Plan side-by-side with 3 peers →

Renaissance Investment Management Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Intrax Cultural Exchange 401(k) Plan in CA ($15M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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.

Frequently Asked Questions

How did Renaissance Investment Management Employees' 401(k) Plan assets move in 2023? ▼
Renaissance Investment Management Employees' 401(k) Plan pulled back noticeably - down 9.1% during 2023, from $16M to $15M. Reported net income was -$1M.
How have The Renaissance Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Renaissance Group LLC's sponsor-wide assets grew 7.6%, from $16M to $18M.
Which 401(k) plans are similar in size to Renaissance Investment Management Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intrax Cultural Exchange 401(k) Plan in CA ($15M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Renaissance Investment Management Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311448100.

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.