Other · DOL Form 5500 · 2023

Kentucky Wesleyan College Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
139
Participants Small participant base
57th
Percentile by assets National rank
$66,857
Avg per participant Below avg balance/head
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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.

  • #1,504 in Educational Services (3,735 peers)

Coverage in Kentucky

Kentucky Wesleyan College DC Retirement Plan covers 139 participants in Kentucky, about 21% of the average Kentucky filer (state average ~647 per filing). Assets: $9M.

#1,504
in Educational Services (3,735 peers)
+10.2%
assets growth YoY

Kentucky Wesleyan College DC Retirement Plan's mid-pack asset rank among Educational Services and all filers

Kentucky Wesleyan College DC Retirement Plan vs every filed plan by assets

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

$9,293,082 Top 43% higher than 57% 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

Kentucky Wesleyan College 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. Kentucky Wesleyan College DC Retirement Plan sits mid-pack in the medium band (139 participants).

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 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610466713 · Kentucky Wesleyan College PY 2023 · Other

Kentucky Wesleyan College DC Retirement Plan · $9M · 139 · 57th

  • EIN $9M
  • EIN 139
  • EIN 57th
  • EIN Other
  • EIN near Suny Cobleskill Auxiliary Services, Inc. 403(b) Retirement Plan
  • EIN ind #1504

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 →

Kentucky Wesleyan College DC Retirement Plan in the asset neighbourhood

Brethren Village 403(b) Retirement ProgramBrethren Village 403(b) Reti…$9MKentucky Wesleyan College DC Retirement PlanKentucky Wesleyan College DC…$9MSuny Cobleskill Auxiliary Services, Inc. 403(b) Retirement PlanSuny Cobleskill Auxiliary Se…$9MBellevue Christian School 403(b) PlanBellevue Christian School 40…$9MChristian Church Homes 403b PlanChristian Church Homes 403b …$9M
End-of-year total assets ($M) among Kentucky Wesleyan College DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Kentucky Wesleyan College plans reported in each filing year

Latest sponsor-wide plan assets
$19M 28.874996824120185% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.6M $18.9M ▲ +28.9%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Kentucky Wesleyan College DC Retirement Plan, Total assets ($B): 0.009293082 · Participants: 139Kentucky Wesleyan College 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
Kentucky Wesleyan College DC Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Kentucky Wesleyan College DC Retirement Plan side-by-side with 3 peers →

Kentucky Wesleyan College DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Suny Cobleskill Auxiliary Services, Inc. 403(b) Retirement Plan in NY ($9M); by covered participants it is Epsi 403(b) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 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).
Which Other plans cover a similar participant headcount to Kentucky Wesleyan College DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Epsi 403(b) Plan in TX (139 participants, $970K 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 610466713.

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.