Other · DOL Form 5500 · 2023
Kentucky Wesleyan College Retirement Plan
Data updated 2026-08-06
- $9M
- Total assets
- 139
- Participants
- 57th
- Percentile by assets
- $66,857
- Avg per participant
Official DOL plan name: Kentucky Wesleyan College DC Retirement Plan · Sponsored by Kentucky Wesleyan College · Kentucky · Educational Services
$9M in assets, 139 participants
Kentucky Wesleyan College's Kentucky Wesleyan College DC Retirement Plan reported $9M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 126,618 plans)
- #1,492 in Educational Services (3,719 peers)
Coverage in Kentucky
Kentucky Wesleyan College DC Retirement Plan covers 139 participants in Kentucky, about 21% of the average Kentucky filer (state average ~658 per filing). Assets: $9M.
- $9M
- total plan assets (2023 EOY)
- 139
- covered participants
- 57th
- percentile by assets (of 126,618 plans)
- $66,857
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kentucky Wesleyan College DC Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $858K in the plan year 2023 filing.
- Kentucky Wesleyan College DC Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Kentucky Wesleyan College DC Retirement Plan reported participants fell from 149 in the plan year 2022 filing to 139 in the plan year 2023 filing.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 658 participants across 1,242 plans. Kentucky Wesleyan College DC Retirement Plan reports 139 participants - about 21% of that state average ($9M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $858K |
| Employer EIN | 610466713 |
| Plan Effective Date | 1956-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kentucky Wesleyan College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 241 | $15M |
| 2023 | 2 | 228 | $17M |
| 2024 | 2 | 200 | $19M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
Kentucky Wesleyan College DC Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Kentucky Wesleyan College DC Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Kentucky Wesleyan College DC Retirement Plan's numbers.
- By total assets, Kentucky Wesleyan College DC Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Kentucky. Compare plans
- Kentucky Wesleyan College's sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Educational Services plans