Other · DOL Form 5500 · 2023

Union College Kentucky Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 86
Participants Small participant base: 70th
Percentile by assets National rank: $207,207
Avg per participant Above avg balance/head

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Official DOL plan name: Union College Retirement Plan · Sponsored by Union College Kentucky · Kentucky · Educational Services

$18M in assets, 86 participants

Union College Kentucky's Union College Retirement Plan reported $18M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

#1,984 in Educational Services (3,735 peers)

Union College Kentucky multi-year trail

Union College Kentucky's plans moved +12.1% in assets from 2022 to 2024; this filing shows Union College Retirement Plan at $18M / 86 participants.

#1,984
in Educational Services (3,735 peers): +7.9%
assets growth YoY

Union College Retirement Plan's outsized position by total assets

Union College Retirement Plan vs every filed plan by assets

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

$17,819,798 Top 30% higher than 70% 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

Union College Retirement 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. Union College Retirement Plan is a small filing (86 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Union College Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Union College Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Union College Retirement Plan reported participants rose from 81 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610461768 · Union College Kentucky PY 2023 · Other

Union College Retirement Plan · $18M · 86 · 70th

EBSA $18M
EBSA 86
EBSA 70th
EBSA Other
EBSA near The Schenck School Retirement Plan
EBSA ind #1984

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 →

End-of-year total assets ($M) among Union College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Union College Kentucky multi-year asset trail

Latest sponsor-wide plan assets: $19M 12.073777153559528% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	81	$17M
2023	1	86	$18M
2024	1	79	$19M

Union College Kentucky filing trail (2023)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$18M
Net Income	$1M
Employer EIN	610461768
Plan Effective Date	1945-06-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Union College Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants

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

Compare Union College Retirement Plan side-by-side with 3 peers →

Union College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is The Schenck School Retirement Plan in GA ($18M); by covered participants it is Oregon Coast Aquarium Retirement Plan in OR (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

The Schenck School Retirement Plan (GA) $18M · 114
Waveny Care Center Tax Sheltered Annuity Plan (CT) $18M · 419
The Hole in the Wall Gang Fund, Inc. 403(b) DC Plan (CT) $18M · 89
Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan (CA) $18M · 601

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

Oregon Coast Aquarium Retirement Plan (OR) 86 · 0 off
Pryor Learning, Inc. Defined Contribution Retirement Plan (MO) 86 · 0 off
Terc, Inc. DC Retirement Plan (MA) 86 · 0 off
Three Square 403(b) Plan (NV) 86 · 0 off

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 Union College Retirement Plan assets move in 2023? ▼

Union College Retirement Plan grew at a solid clip - up 7.9% during 2023, from $17M to $18M. Reported net income was $1M.

How have Union College Kentucky plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Union College Kentucky's sponsor-wide assets grew 12.1%, from $17M to $19M.

Which Other plans are similar in size to Union College Retirement Plan? ▼

Among Other plans in other states, the closest by assets is The Schenck School Retirement Plan in GA ($18M, 114 participants).

Which Other plans cover a similar participant headcount to Union College Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Oregon Coast Aquarium Retirement Plan in OR (86 participants, $4M 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 610461768.