Defined Benefit (Pension) · DOL Form 5500 · 2023

Investors Heritage Capital Corporation Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
33
Participants Small participant base
71st
Percentile by assets National rank
$561,047
Avg per participant High balance/head
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Official DOL plan name: Ihcc Employee Retirement Plan · Sponsored by Investors Heritage Capital Corporation · Kentucky · Management of Enterprises

$19M in assets, 33 participants

Investors Heritage Capital Corporation's Ihcc Employee Retirement Plan reported $19M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #584 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Ihcc Employee Retirement Plan ranks #584 of 1,137 2023 filers by assets (1920% of the sector average)-$19M for 33 participants.

#584
in Management of Enterprises (1,137 peers)
+2.8%
assets growth YoY

Ihcc Employee Retirement Plan's outsized position by total assets

Ihcc Employee Retirement Plan vs every filed plan by assets

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

$18,514,544 Top 29% higher than 71% 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

Ihcc Employee 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. Ihcc Employee Retirement Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ihcc Employee Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $508K in the plan year 2023 filing.
  • Ihcc Employee Retirement Plan reported participants fell from 37 in the plan year 2022 filing to 33 in the plan year 2023 filing.
  • Ihcc Employee Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 616030333 · Investors Heritage Capital Corporation PY 2023 · Defined Benefit (Pension)

Ihcc Employee Retirement Plan · $19M · 33 · 71st

  • 5500 $19M
  • 5500 33
  • 5500 71st
  • 5500 Defined Benefit (Pension)
  • 5500 near Forefront Dermatology Cash Balance Pension Plan
  • 5500 ind #584

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 Management of Enterprises retirement plans → · Plans in Kentucky →

Ihcc Employee Retirement Plan in the asset neighbourhood

Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension PlanIntl Assn of Heat & Frost In…$19MSwartz Campbell LLC Retirement PlanSwartz Campbell LLC Retireme…$19MForefront Dermatology Cash Balance Pension PlanForefront Dermatology Cash B…$19MIhcc Employee Retirement Plan$19MAlto Ingredients Pekin Pension PlanAlto Ingredients Pekin Pensi…$18M
End-of-year total assets ($M) among Ihcc Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$508K
Employer EIN616030333
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investors Heritage Capital Corporation)

Sponsor-wide plan assets over time

All Investors Heritage Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$35M 1.3785445333971362% vs 2022
2024 filing year
$34M$34.2M$34.4M$34.6M$34.8M$35M 202220232024 $34.1M $34.6M ▲ +1.4%
Year Plans Participants Total Assets
2022 2 134 $34M
2023 2 137 $35M
2024 2 132 $35M

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ihcc Employee Retirement 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 ($B) Participants Ihcc Employee Retirement Plan, Total assets ($B): 0.018514544 · Participants: 33Ihcc Employee Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Ihcc Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Ihcc Employee Retirement Plan side-by-side with 3 peers →

Ihcc Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Forefront Dermatology Cash Balance Pension Plan in WI ($19M); by covered participants it is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Ihcc Employee Retirement Plan assets move in 2023? ▼
Ihcc Employee Retirement Plan edged up modestly - up 2.8% during 2023, from $18M to $19M. Reported net income was $508K.
How have Investors Heritage Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investors Heritage Capital Corporation's sponsor-wide assets grew 1.4%, from $34M to $35M.
Which Defined Benefit (Pension) plans are similar in size to Ihcc Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Forefront Dermatology Cash Balance Pension Plan in WI ($19M, 287 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ihcc Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants, $18M 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 616030333.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.