Other · DOL Form 5500 · 2023
Kentucky Wesleyan College Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $82,634
- Avg per participant Below avg balance/head
Official DOL plan name: Kentucky Wesleyan College Tda Plan · Sponsored by Kentucky Wesleyan College · Kentucky · Educational Services
$7M in assets, 89 participants
Kentucky Wesleyan College's Kentucky Wesleyan College Tda Plan reported $7M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #1,337 in Educational Services (3,735 peers)
Kentucky Wesleyan College multi-year trail
Kentucky Wesleyan College's plans moved +28.9% in assets from 2022 to 2024; this filing shows Kentucky Wesleyan College Tda Plan at $7M / 89 participants.
- #1,337
- in Educational Services (3,735 peers)
- +18.5%
- assets growth YoY
Kentucky Wesleyan College Tda Plan's mid-pack asset rank among Educational Services and all filers
Kentucky Wesleyan College Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,354,433 Top 48% higher than 52% of 127,068 filed plans
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 Tda 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. Kentucky Wesleyan College Tda Plan is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kentucky Wesleyan College Tda Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Kentucky Wesleyan College Tda Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Kentucky Wesleyan College Tda Plan reported participants fell from 92 in the plan year 2022 filing to 89 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 610466713 · Kentucky Wesleyan College PY 2023 · Other
Kentucky Wesleyan College Tda Plan · $7M · 89 · 52nd
- BOOK $7M
- BOOK 89
- BOOK 52nd
- BOOK Other
- BOOK near Kcrw 403(b) DC Plan
- BOOK ind #1337
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 Tda Plan in the asset neighbourhood
Kentucky Wesleyan College multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 241 | $15M |
| 2023 | 2 | 228 | $17M |
| 2024 | 2 | 200 | $19M |
Kentucky Wesleyan College filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 610466713 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Kentucky Wesleyan College Tda Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Kcrw 403(b) DC Plan in CA ($7M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Kcrw 403(b) DC Plan (CA) $7M · 119
- Play & Learn Centers 403b Plan (PA) $7M · 248
- Retirement Plan for Scope Education Services (NY) $7M · 408
- Western Carolina Community Action, Inc. 403(b) Plan (NC) $7M · 168
Similar participant headcount
Nearest other-state filings by covered participants (89 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.