Other · DOL Form 5500 · 2023

Asbury College Retirement Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
253
Participants Below avg headcount
87th
Percentile by assets National rank
$231,336
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Asbury University DC Retirement Plan · Sponsored by Asbury College · Kentucky · Educational Services

$59M in assets, 253 participants

Asbury College's Asbury University DC Retirement Plan reported $59M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,866 in Educational Services (3,735 peers)

Coverage in Kentucky

Asbury University DC Retirement Plan covers 253 participants in Kentucky, about 39% of the average Kentucky filer (state average ~647 per filing). Assets: $59M.

#2,866
in Educational Services (3,735 peers)
+12.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Asbury University DC Retirement Plan's outsized position by total assets

Asbury University DC Retirement Plan vs every filed plan by assets

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

$58,527,940 Top 13% higher than 87% 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

Asbury University DC 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. Asbury University DC Retirement Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asbury University DC Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Asbury University DC Retirement Plan end-of-year assets rose from $52M in the plan year 2022 filing to $59M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610458355 · Asbury College PY 2023 · Other

Asbury University DC Retirement Plan · $59M · 253 · 87th

  • PCT $59M
  • EIN 253
  • RANK 87th
  • PHOTO Other
  • IND near The Rivers School Defined Contribution Retirement Plan
  • EOY ind #2866

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 →

Asbury University DC Retirement Plan in the asset neighbourhood

Optical Society of America Defined Contribution Retirement PlanOptical Society of America D…$59MThe Rivers School Defined Contribution Retirement PlanThe Rivers School Defined Co…$59MAsbury University DC Retirement PlanAsbury University DC Retirem…$59MThe Children's Aid Society Voluntary Retirement PlanThe Children's Aid Society V…$58MElwyn Defined Contribution 403(b) PlanElwyn Defined Contribution 4…$58M
End-of-year total assets ($M) among Asbury University DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$59M
Net Income$6M
Employer EIN610458355
Plan Effective Date1964-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asbury College)

Sponsor-wide plan assets over time

All Asbury College plans reported in each filing year

Latest sponsor-wide plan assets
$64M 21.89131976259652% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.1M $63.5M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 251 $52M
2023 1 253 $59M
2024 1 250 $64M

Nearby Other Plans in Kentucky

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

Asbury University DC Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Asbury University DC Retirement Plan, Total assets ($B): 0.05852794 · Participants: 253Asbury University DC 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
Asbury University DC Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Asbury University DC Retirement Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest Other by assets is The Rivers School Defined Contribution Retirement Plan in MA ($59M); by covered participants it is Baker University Defined Contribution Retirement Plan in KS (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Asbury University DC Retirement Plan assets move in 2023? ▼
Asbury University DC Retirement Plan grew at a solid clip - up 12.3% during 2023, from $52M to $59M. Reported net income was $6M.
How have Asbury College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asbury College's sponsor-wide assets grew 21.9%, from $52M to $64M.
Where does Asbury University DC Retirement Plan rank by assets among Form 5500 filers? ▼
Asbury University DC Retirement Plan ranks in the 87th 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 Asbury University DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Rivers School Defined Contribution Retirement Plan in MA ($59M, 184 participants).
Which Other plans cover a similar participant headcount to Asbury University DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Baker University Defined Contribution Retirement Plan in KS (253 participants, $33M 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 610458355.

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.