401(k) · DOL Form 5500 · 2023
Lg&e and Ku Energy LLC 401(k) Plan
Data updated 2026-08-25
- $919M
- Total assets Above avg plan size
- 3,118
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $294,613
- Avg per participant High balance/head
Official DOL plan name: Lg&e and Ku Savings Plan · Sponsored by Lg&e and Ku Energy LLC · Kentucky · Utilities
$919M in assets, 3,118 participants
Lg&e and Ku Energy LLC's Lg&e and Ku Savings Plan reported $919M in total assets and 3,118 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #636 in Utilities (721 peers)
Coverage in Kentucky
Lg&e and Ku Savings Plan covers 3,118 participants in Kentucky, 4.8x the typical Kentucky plan (state average ~647 per filing). Assets: $919M.
- #636
- in Utilities (721 peers)
- +7.9%
- assets growth YoY
- 9.2×
- vs typical plan assets (national mean)
Lg&e and Ku Savings Plan's outsized position by total assets
Lg&e and Ku Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$918,603,641 Top 2% higher than 98% 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
Lg&e and Ku Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lg&e and Ku Savings Plan lands in the large band (3,118 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lg&e and Ku Savings Plan reported net income rose from -$305M in the plan year 2022 filing to $126M in the plan year 2023 filing.
- Lg&e and Ku Savings Plan reported participants fell from 3,389 in the plan year 2022 filing to 3,118 in the plan year 2023 filing.
- Lg&e and Ku Savings Plan end-of-year assets rose from $851M in the plan year 2022 filing to $919M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 200523163 · Lg&e and Ku Energy LLC PY 2023 · 401(k)
Lg&e and Ku Savings Plan · $919M · 3,118 · 98th
- EBSA $919M
- PART 3,118
- TYPE 98th
- NET 401(k)
- BOOK near Fastenal Company & Subsidiaries 401(k) and Employee Stock Ownership Plan
- VS-ST ind #636
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 Utilities retirement plans → · Plans in Kentucky →
Lg&e and Ku Savings Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $851M |
|---|---|
| Net Assets (End of Year) | $919M |
| Net Income | $126M |
| Employer EIN | 200523163 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lg&e and Ku Energy LLC)
Sponsor-wide plan assets over time
All Lg&e and Ku Energy LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 3.663468503894085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,372 | $2.0B |
| 2023 | 2 | 3,951 | $2.0B |
| 2024 | 2 | 3,867 | $2.0B |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Lg&e and Ku Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Fastenal Company & Subsidiaries 401(k) and Employee Stock Ownership Plan in MN ($919M); by covered participants it is Nv5, Inc. 401(k) Profit Sharing Plan in CA (3,119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($919M here).
- Fastenal Company & Subsidiaries 401(k) and Employee Stock Ownership Plan (MN) $919M · 17,362
- Micro Focus US 401(k) Plan. (CA) $918M · 2,400
- World Wide Technology, LLC Employee Salary Deferral Retirement Program (MO) $920M · 7,436
- The Carefirst 401(k) Plan (MD) $920M · 5,822
Similar participant headcount
Nearest other-state filings by covered participants (3,118 participants); asset peers above are excluded.
- Nv5, Inc. 401(k) Profit Sharing Plan (CA) 3,119 · 1 off
- Pacific Coast Building Products, Inc. 401(k) Savings Plan (CA) 3,119 · 1 off
- Prime, Inc. Success Sharing Plan (MO) 3,120 · 2 off
- Transcanada 401(k) and Savings Plan () 3,116 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.