Defined Benefit (Pension) · DOL Form 5500 · 2023

Frost Brown Todd LLP Pension Plan

Data updated 2026-08-11

$30M
Total assets
195
Participants
79th
Percentile by assets
$152,206
Avg per participant
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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.

  • 79th percentile by assets (of 127,072 plans)
  • #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.

$30M
total plan assets (2023 EOY)
195
covered participants
79th
percentile by assets (of 127,072 plans)
$152,206
avg assets per participant

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.

See the national 2022→2023 release diff →

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Frost Brown Todd LLP Cash Balance Pension Plan reports 195 participants - about 30% of that state average ($30M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN610722001
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Frost Brown Todd LLP)

$400M$450M$500M$550M$600M 202220232024 $427M $542M ▲ +26.7%
Total plan assets by year, all Frost Brown Todd LLP plans on file
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.

Frost Brown Todd LLP Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants

Frost Brown Todd LLP Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Frost Brown Todd LLP…Lg&e and Ku Pension …Ashland Hercules Pen…Yum Brands Retiremen…Brown-Forman Corpora…Ashland Hercules Pen…
Frost Brown Todd LLP Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Frost Brown Todd LLP Cash Balance Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Frost Brown Todd LLP Cash Balance Pension Plan assets move in 2023?
Frost Brown Todd LLP Cash Balance Pension Plan grew at a solid clip - up 13.7% during 2023, from $26M to $30M. Reported net income was $4M.
How have Frost Brown Todd LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Frost Brown Todd LLP's sponsor-wide assets grew 26.7%, from $427M to $542M.
Where does Frost Brown Todd LLP Cash Balance Pension Plan rank by assets among Form 5500 filers?
Frost Brown Todd LLP Cash Balance Pension Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Frost Brown Todd LLP Cash Balance Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust in AL ($30M, 80 participants).

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Filing takeaways

Ways to act on Frost Brown Todd LLP Cash Balance Pension Plan's numbers.