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
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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.

See the national 2023→2024 release diff →

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 EIN610466713
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kentucky Wesleyan College)

$14M$16M$18M$20M 202220232024 $14.6M $18.9M ▲ +28.9%
Total plan assets by year, all Kentucky Wesleyan College plans on file
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

Kentucky Wesleyan College 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 Kentucky Wesleyan Co…Norton Healthcare 40…Baptist Health Thrif…Electrical Workers L…Emh Retirement Savin…Owensboro Health 403…
Kentucky Wesleyan College DC Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants

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

How did Kentucky Wesleyan College DC Retirement Plan assets move in 2023?
Kentucky Wesleyan College DC Retirement Plan grew at a solid clip - up 10.2% during 2023, from $8M to $9M. Reported net income was $858K.
How have Kentucky Wesleyan College plan assets changed over time?
Across 3 plan years on file (2022-2024), Kentucky Wesleyan College's sponsor-wide assets grew 28.9%, from $15M to $19M.
Which Other plans are similar in size to Kentucky Wesleyan College DC Retirement Plan?
Among Other plans in other states, the closest by assets is Suny Cobleskill Auxiliary Services, Inc. 403(b) Retirement Plan in NY ($9M, 103 participants).

Next read for Kentucky Wesleyan College DC Retirement …

Filing takeaways

Ways to act on Kentucky Wesleyan College DC Retirement Plan's numbers.