Defined Benefit (Pension) · DOL Form 5500 · 2023
Frost Brown Todd LLP Pension Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 195
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $152,206
- Avg per participant Above avg balance/head
Official DOL plan name: Frost Brown Todd LLP Cash Balance Pension Plan · Sponsored by Frost Brown Todd LLP · Kentucky · Professional & Technical Services
$30M in assets, 195 participants
Frost Brown Todd LLP's Frost Brown Todd LLP Cash Balance Pension Plan reported $30M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #16,169 in Professional & Technical Services (20,321 peers)
Coverage in Kentucky
Frost Brown Todd LLP Cash Balance Pension Plan covers 195 participants in Kentucky, about 30% of the average Kentucky filer (state average ~647 per filing). Assets: $30M.
- #16,169
- in Professional & Technical Services (20,321 peers)
- +13.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Frost Brown Todd LLP Cash Balance Pension Plan's outsized position by total assets
Frost Brown Todd LLP Cash Balance Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,680,227 Top 21% higher than 79% 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
Frost Brown Todd LLP Cash Balance Pension 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. Frost Brown Todd LLP Cash Balance Pension Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Frost Brown Todd LLP Cash Balance Pension Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Frost Brown Todd LLP Cash Balance Pension Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Frost Brown Todd LLP Cash Balance Pension Plan reported participants rose from 184 in the plan year 2022 filing to 195 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 610722001 · Frost Brown Todd LLP PY 2023 · Defined Benefit (Pension)
Frost Brown Todd LLP Cash Balance Pension Plan · $30M · 195 · 79th
- 5500 $30M
- ASSETS 195
- PCT 79th
- EIN Defined Benefit (Pension)
- RANK near Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust
- PHOTO ind #16169
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 Professional & Technical Services retirement plans → · Plans in Kentucky →
Frost Brown Todd LLP Cash Balance Pension Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 610722001 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Frost Brown Todd LLP)
Sponsor-wide plan assets over time
All Frost Brown Todd LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $542M 26.735816891384612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,183 | $427M |
| 2023 | 3 | 1,282 | $499M |
| 2024 | 3 | 1,269 | $542M |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.1B · 833
- Ashland Hercules Pension Plan $984M · 70
- Yum Brands Retirement Plan $734M · 3,834
- Brown-Forman Corporation Salaried Employees Retirement Plan $499M · 1,160
- Ashland Hercules Pension Plan II $469M · 57
Frost Brown Todd LLP Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust in AL ($30M); by covered participants it is Sheet Metal Workers Local #44 Retirement Income Plan in PA (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (195 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.