Other · DOL Form 5500 · 2023
Kentucky Country Day School, Inc. Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 173
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $247,836
- Avg per participant Above avg balance/head
Official DOL plan name: Kentucky Country Day School 403(b) DC Plan · Sponsored by Kentucky Country Day School, Inc. · Kentucky · Educational Services
$43M in assets, 173 participants
Kentucky Country Day School, Inc.'s Kentucky Country Day School 403(b) DC Plan reported $43M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,654 in Educational Services (3,735 peers)
Coverage in Kentucky
Kentucky Country Day School 403(b) DC Plan covers 173 participants in Kentucky, about 27% of the average Kentucky filer (state average ~647 per filing). Assets: $43M.
- #2,654
- in Educational Services (3,735 peers)
- +11.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Kentucky Country Day School 403(b) DC Plan's outsized position by total assets
Kentucky Country Day School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,875,636 Top 16% higher than 84% 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
Kentucky Country Day School 403(b) DC 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. Kentucky Country Day School 403(b) DC Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kentucky Country Day School 403(b) DC Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Kentucky Country Day School 403(b) DC Plan end-of-year assets rose from $38M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Kentucky Country Day School 403(b) DC Plan reported participants fell from 175 in the plan year 2022 filing to 173 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 610731998 · Kentucky Country Day School, Inc. PY 2023 · Other
Kentucky Country Day School 403(b) DC Plan · $43M · 173 · 84th
- IND $43M
- IND 173
- IND 84th
- IND Other
- IND near The Lick-Wilmerding High School Retirement Plan
- IND ind #2654
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 →
Kentucky Country Day School 403(b) DC Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $4M |
| Employer EIN | 610731998 |
| Plan Effective Date | 1951-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kentucky Country Day School, Inc.)
Sponsor-wide plan assets over time
All Kentucky Country Day School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 23.543732941712044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 175 | $38M |
| 2023 | 1 | 173 | $43M |
| 2024 | 1 | 177 | $47M |
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
Kentucky Country Day School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is The Lick-Wilmerding High School Retirement Plan in CA ($43M); by covered participants it is Srht 403(b) Plan in CA (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (173 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.