Other · DOL Form 5500 · 2023

The Lexington School Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
135
Participants Small participant base
75th
Percentile by assets National rank
$172,067
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lexington School Retirement Plan · Sponsored by The Lexington School · Kentucky · Educational Services

$23M in assets, 135 participants

The Lexington School's The Lexington School Retirement Plan reported $23M in total assets and 135 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.

  • #2,204 in Educational Services (3,735 peers)

Coverage in Kentucky

The Lexington School Retirement Plan covers 135 participants in Kentucky, about 21% of the average Kentucky filer (state average ~647 per filing). Assets: $23M.

#2,204
in Educational Services (3,735 peers)
+11.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Lexington School Retirement Plan's outsized position by total assets

The Lexington School Retirement Plan vs every filed plan by assets

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

$23,229,079 Top 25% higher than 75% 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

The Lexington School 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. The Lexington School Retirement Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lexington School Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Lexington School Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • The Lexington School Retirement Plan reported participants rose from 125 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610563291 · The Lexington School PY 2023 · Other

The Lexington School Retirement Plan · $23M · 135 · 75th

  • NET $23M
  • NET 135
  • NET 75th
  • NET Other
  • NET near Sbcs 403(b) Plan
  • NET ind #2204

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 →

The Lexington School Retirement Plan in the asset neighbourhood

Morselife Tax Deferred Annuity PlanMorselife Tax Deferred Annui…$23MThe Seven Hills School Retirement PlanThe Seven Hills School Retir…$23MThe Lexington School Retirement PlanThe Lexington School Retirem…$23MSbcs 403(b) Plan$23MKvc 403(b) Retirement Plan$23M
End-of-year total assets ($M) among The Lexington School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN610563291
Plan Effective Date1967-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lexington School)

Sponsor-wide plan assets over time

All The Lexington School plans reported in each filing year

Latest sponsor-wide plan assets
$23M 12.109350538919655% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.9M $23.5M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 125 $21M
2023 1 135 $23M
2024 1 130 $23M

Nearby Other Plans in Kentucky

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

The Lexington School Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants The Lexington School Retirement Plan, Total assets ($B): 0.023229079 · Participants: 135The Lexington School Retirement PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor Plan
The Lexington School Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare The Lexington School Retirement Plan side-by-side with 3 peers →

The Lexington School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Sbcs 403(b) Plan in CA ($23M); by covered participants it is Portledge School Tda Plan Sra/Gsra in NY (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 The Lexington School Retirement Plan assets move in 2023? ▼
The Lexington School Retirement Plan grew at a solid clip - up 11.0% during 2023, from $21M to $23M. Reported net income was $2M.
How have The Lexington School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lexington School's sponsor-wide assets grew 12.1%, from $21M to $23M.
Where does The Lexington School Retirement Plan rank by assets among Form 5500 filers? ▼
The Lexington School Retirement Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Lexington School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sbcs 403(b) Plan in CA ($23M, 398 participants).
Which Other plans cover a similar participant headcount to The Lexington School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Portledge School Tda Plan Sra/Gsra in NY (135 participants, $9M 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 610563291.

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.