Other · DOL Form 5500 · 2023
Alice Lloyd College Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 97
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $269,533
- Avg per participant High balance/head
Official DOL plan name: Tiaa-Cref Retirement Plan of Alice Lloyd College · Sponsored by Alice Lloyd College · Kentucky · Educational Services
$26M in assets, 97 participants
Alice Lloyd College's Tiaa-Cref Retirement Plan of Alice Lloyd College reported $26M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #2,295 in Educational Services (3,735 peers)
Where Tiaa-Cref Retirement Plan of Alice Lloyd College sits by assets
Tiaa-Cref Retirement Plan of Alice Lloyd College sits in the top quartile of all filed plans by assets, $26M for 97 participants (~$269,533/participant), up 10.1% in 2023.
- #2,295
- in Educational Services (3,735 peers)
- +10.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Tiaa-Cref Retirement Plan of Alice Lloyd College's outsized position by total assets
Tiaa-Cref Retirement Plan of Alice Lloyd College vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,144,725 Top 23% higher than 77% 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
Tiaa-Cref Retirement Plan of Alice Lloyd College among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tiaa-Cref Retirement Plan of Alice Lloyd College is a small filing (97 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tiaa-Cref Retirement Plan of Alice Lloyd College reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Tiaa-Cref Retirement Plan of Alice Lloyd College reported participants fell from 109 in the plan year 2022 filing to 97 in the plan year 2023 filing.
- Tiaa-Cref Retirement Plan of Alice Lloyd College end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 610492351 · Alice Lloyd College PY 2023 · Other
Tiaa-Cref Retirement Plan of Alice Lloyd College · $26M · 97 · 77th
- VS-ST $26M
- VS-ST 97
- VS-ST 77th
- VS-ST Other
- VS-ST near Liberty Science Center Defined Contribution Retirement Plan
- VS-ST ind #2295
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 →
Tiaa-Cref Retirement Plan of Alice Lloyd College in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 610492351 |
| Plan Effective Date | 1975-04-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alice Lloyd College)
Sponsor-wide plan assets over time
All Alice Lloyd College plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 6.978643510240853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $24M |
| 2023 | 1 | 97 | $26M |
| 2024 | 1 | 95 | $25M |
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
Tiaa-Cref Retirement Plan of Alice Lloyd College's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Liberty Science Center Defined Contribution Retirement Plan in NJ ($26M); by covered participants it is The Fenn School Tda and Retirement Plan in MA (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Liberty Science Center Defined Contribution Retirement Plan (NJ) $26M · 73
- Corporation for Supportive Housing Retirement Plan (NY) $26M · 173
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan (WI) $26M · 9,997
- Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd. (AK) $26M · 608
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- The Fenn School Tda and Retirement Plan (MA) 97 · 0 off
- American Heritage Schools 403(b) Plan (UT) 97 · 0 off
- Marc Development Centers DC Retirement Plan (WI) 97 · 0 off
- Western Seminary 403(b) Plan (OR) 97 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.