401(k) · DOL Form 5500 · 2023

Investors Heritage Capital Corporation 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
104
Participants Small participant base
69th
Percentile by assets National rank
$156,239
Avg per participant Above avg balance/head
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Official DOL plan name: Ihcc 401(k) Retirement Plan · Sponsored by Investors Heritage Capital Corporation · Kentucky · Management of Enterprises

$16M in assets, 104 participants

Investors Heritage Capital Corporation's Ihcc 401(k) Retirement Plan reported $16M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

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

Coverage in Kentucky

Ihcc 401(k) Retirement Plan covers 104 participants in Kentucky, about 16% of the average Kentucky filer (state average ~647 per filing). Assets: $16M.

#554
in Management of Enterprises (1,137 peers)
+0.8%
assets growth YoY

Ihcc 401(k) Retirement Plan's outsized position by total assets

Ihcc 401(k) Retirement Plan vs every filed plan by assets

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

$16,248,820 Top 31% higher than 69% 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 401(k) Retirement 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. Ihcc 401(k) Retirement Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ihcc 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $125K in the plan year 2023 filing.
  • Ihcc 401(k) Retirement Plan reported participants rose from 97 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Ihcc 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 616030333 · Investors Heritage Capital Corporation PY 2023 · 401(k)

Ihcc 401(k) Retirement Plan · $16M · 104 · 69th

  • TYPE $16M
  • NET 104
  • BOOK 69th
  • VS-ST 401(k)
  • BOY near Taylor Metal Products Company Profit Sharing 401(k) Plan and Trust
  • SCH ind #554

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 401(k) Retirement Plan in the asset neighbourhood

Ihcc 401(k) Retirement Plan$16MTaylor Metal Products Company Profit Sharing 401(k) Plan and TrustTaylor Metal Products Compan…$16MTechlab, Inc. 401(k) Plan$16MHoy Construction, Inc. Employee Stock Ownership PlanHoy Construction, Inc. Emplo…$16MBaney Corporation Profit Sharing PlanBaney Corporation Profit Sha…$16M
End-of-year total assets ($M) among Ihcc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$125K
Employer EIN616030333
Plan Effective Date2012-01-01
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 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ihcc 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Ihcc 401(k) Retirement Plan, Total assets ($B): 0.01624882 · Participants: 104Ihcc 401(k) Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Ihcc 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Ihcc 401(k) Retirement Plan side-by-side with 3 peers →

Ihcc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Taylor Metal Products Company Profit Sharing 401(k) Plan and Trust in OH ($16M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 401(k) Retirement Plan assets move in 2023? ▼
Ihcc 401(k) Retirement Plan held essentially flat - up 0.8% during 2023, from $16M to $16M. Reported net income was $125K.
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 401(k) plans are similar in size to Ihcc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taylor Metal Products Company Profit Sharing 401(k) Plan and Trust in OH ($16M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Ihcc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A 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.