Other · DOL Form 5500 · 2023
Spalding University Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 436
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $98,354
- Avg per participant Below avg balance/head
Official DOL plan name: Spalding University Defined Contribution Retirement Plan · Sponsored by Spalding University · Kentucky · Educational Services
$43M in assets, 436 participants
Spalding University's Spalding University Defined Contribution Retirement Plan reported $43M in total assets and 436 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.
- #2,655 in Educational Services (3,735 peers)
Where Spalding University Defined Contribution Retirement Plan sits by assets
Spalding University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 436 participants (~$98,354/participant), up 2.9% in 2023.
- #2,655
- in Educational Services (3,735 peers)
- +2.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Spalding University Defined Contribution Retirement Plan's outsized position by total assets
Spalding University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,882,296 Top 16% higher than 84% 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
Spalding University Defined Contribution 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. Spalding University Defined Contribution Retirement Plan sits mid-pack in the medium band (436 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spalding University Defined Contribution Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Spalding University Defined Contribution Retirement Plan reported participants fell from 604 in the plan year 2022 filing to 436 in the plan year 2023 filing.
- Spalding University Defined Contribution Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $43M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 610444780 · Spalding University PY 2023 · Other
Spalding University Defined Contribution Retirement Plan · $43M · 436 · 84th
- PART $43M
- PART 436
- PART 84th
- PART Other
- PART near The Benjamin School Defined Contribution Plan
- PART ind #2655
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 →
Spalding University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $1M |
| Employer EIN | 610444780 |
| Plan Effective Date | 1967-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spalding University)
Sponsor-wide plan assets over time
All Spalding University plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 21.97435193073002% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 604 | $42M |
| 2023 | 1 | 436 | $43M |
| 2024 | 1 | 613 | $33M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Spalding University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is The Benjamin School Defined Contribution Plan in FL ($43M); by covered participants it is Chicago Horticultural Society 403(b) Retirement Plan in IL (436 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (436 participants); asset peers above are excluded.
- Chicago Horticultural Society 403(b) Retirement Plan (IL) 436 · 0 off
- Opportunity Alliance 403(b) Plan (ME) 436 · 0 off
- Hudson Hospital, Inc. 403(b) Plan (MN) 436 · 0 off
- Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan (NY) 436 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.