Money Purchase · DOL Form 5500 · 2023
Shadwell Farm, LLC Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 59
- Participants Small participant base
Official DOL plan name: Shadwell Farm Retirement Plan · Sponsored by Shadwell Farm, LLC · Kentucky · Agriculture, Forestry & Fishing
N/A in assets, 59 participants
Shadwell Farm, LLC's Shadwell Farm Retirement Plan reported N/A in total assets and 59 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Shadwell Farm Retirement Plan holds N/A for 59 participants.
- -$15M
- reported net income
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shadwell Farm Retirement 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. Shadwell Farm Retirement Plan is a small filing (59 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shadwell Farm Retirement Plan reported net income fell from -$10M in the plan year 2022 filing to -$15M in the plan year 2023 filing.
- Shadwell Farm Retirement Plan reported participants fell from 78 in the plan year 2022 filing to 59 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 611065368 · Shadwell Farm, LLC PY 2023 · Money Purchase
Shadwell Farm Retirement Plan · N/A · 59
- TYPE N/A
- TYPE 59
- TYPE PY 2023
- TYPE Money Purchase
- TYPE near Ramsey Clinic & Ramsey Foundation Employees Pension Plan
- TYPE -$15M
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Kentucky →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$15M |
| Employer EIN | 611065368 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shadwell Farm, LLC)
Sponsor-wide plan assets over time
All Shadwell Farm, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $15M |
| 2023 | 1 | 59 | N/A |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $2.2B · 2,143
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $550M · 1,810
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $89M · 404
- Plumbers & Steamfitters Local 577 Annuity Plan $20M · 344
- Plumbers & Steamfitters Local 248 Annuity Plan $11M · 291
Shadwell Farm Retirement Plan's closest out-of-state Money Purchase peers by headcount
Outside Kentucky, the nearest Money Purchase by covered participants is Ramsey Clinic & Ramsey Foundation Employees Pension Plan in MN (59 participants; this filing: 59 participants).
Similar participant headcount
Nearest other-state filings by covered participants (59 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.