Other · DOL Form 5500 · 2023

Asbury Theological Seminary Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
227
Participants Below avg headcount
84th
Percentile by assets National rank
$186,325
Avg per participant Above avg balance/head
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Official DOL plan name: Asbury Theological Seminary 403(b) DC Plan · Sponsored by Asbury Theological Seminary · Kentucky · Educational Services

$42M in assets, 227 participants

Asbury Theological Seminary's Asbury Theological Seminary 403(b) DC Plan reported $42M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,644 in Educational Services (3,735 peers)

Coverage in Kentucky

Asbury Theological Seminary 403(b) DC Plan covers 227 participants in Kentucky, about 35% of the average Kentucky filer (state average ~647 per filing). Assets: $42M.

#2,644
in Educational Services (3,735 peers)
+14.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Asbury Theological Seminary 403(b) DC Plan's outsized position by total assets

Asbury Theological Seminary 403(b) DC Plan vs every filed plan by assets

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

$42,295,811 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Asbury Theological Seminary 403(b) DC 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. Asbury Theological Seminary 403(b) DC Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asbury Theological Seminary 403(b) DC Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Asbury Theological Seminary 403(b) DC Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Asbury Theological Seminary 403(b) DC Plan reported participants fell from 258 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 610445823 · Asbury Theological Seminary PY 2023 · Other

Asbury Theological Seminary 403(b) DC Plan · $42M · 227 · 84th

  • EBSA $42M
  • PART 227
  • TYPE 84th
  • NET Other
  • BOOK near Felician University Retirement Plan
  • VS-ST ind #2644

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 →

Asbury Theological Seminary 403(b) DC Plan in the asset neighbourhood

Stowers Group 403(b) Savings PlanStowers Group 403(b) Savings…$42MFelician University Retirement PlanFelician University Retireme…$42MAsbury Theological Seminary 403(b) DC PlanAsbury Theological Seminary …$42MCentenary University Defined Contribution RetiremeCentenary University Defined…$42MPhoenix Country Day School 403b Retirement PlanPhoenix Country Day School 4…$42M
End-of-year total assets ($M) among Asbury Theological Seminary 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN610445823
Plan Effective Date1965-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asbury Theological Seminary)

Sponsor-wide plan assets over time

All Asbury Theological Seminary plans reported in each filing year

Latest sponsor-wide plan assets
$47M 26.837187569890688% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.9M $46.7M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 258 $37M
2023 1 227 $42M
2024 1 226 $47M

Nearby Other Plans in Kentucky

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

Asbury Theological Seminary 403(b) DC Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Asbury Theological Seminary 403(b) DC Plan, Total assets ($B): 0.042295811 · Participants: 227Asbury Theological Seminary 403(b) DC PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor Plan
Asbury Theological Seminary 403(b) DC Plan vs. nearby Other plans in Kentucky, assets vs. participants

Asbury Theological Seminary 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Felician University Retirement Plan in NJ ($42M); by covered participants it is Seneca Health Services, Inc 403(b) Plan in WV (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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.

Frequently Asked Questions

How did Asbury Theological Seminary 403(b) DC Plan assets move in 2023?
Asbury Theological Seminary 403(b) DC Plan grew at a solid clip - up 14.8% during 2023, from $37M to $42M. Reported net income was $5M.
How have Asbury Theological Seminary plan assets changed over time?
Across 3 plan years on file (2022-2024), Asbury Theological Seminary's sponsor-wide assets grew 26.8%, from $37M to $47M.
Where does Asbury Theological Seminary 403(b) DC Plan rank by assets among Form 5500 filers?
Asbury Theological Seminary 403(b) DC Plan ranks in the 84th 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 Other plans are similar in size to Asbury Theological Seminary 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Felician University Retirement Plan in NJ ($42M, 373 participants).
Which Other plans cover a similar participant headcount to Asbury Theological Seminary 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Seneca Health Services, Inc 403(b) Plan in WV (227 participants, $8M in assets).