Other · DOL Form 5500 · 2023

Transylvania University Retirement Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
493
Participants Below avg headcount
89th
Percentile by assets National rank
$146,318
Avg per participant Above avg balance/head
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Official DOL plan name: Transylvania University Retirement Plan · Sponsored by Transylvania University · Kentucky · Educational Services

$72M in assets, 493 participants

Transylvania University's Transylvania University Retirement Plan reported $72M in total assets and 493 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,992 in Educational Services (3,735 peers)

Where Transylvania University Retirement Plan sits by assets

Transylvania University Retirement Plan sits in the top quartile of all filed plans by assets, $72M for 493 participants (~$146,318/participant), up 10.7% in 2023.

#2,992
in Educational Services (3,735 peers)
+10.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Transylvania University Retirement Plan's outsized position by total assets

Transylvania University Retirement Plan vs every filed plan by assets

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

$72,134,570 Top 11% higher than 89% 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

Transylvania University 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. Transylvania University Retirement Plan sits mid-pack in the medium band (493 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Transylvania University Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Transylvania University Retirement Plan reported participants rose from 250 in the plan year 2022 filing to 493 in the plan year 2023 filing.
  • Transylvania University Retirement Plan end-of-year assets rose from $65M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610444825 · Transylvania University PY 2023 · Other

Transylvania University Retirement Plan · $72M · 493 · 89th

  • PART $72M
  • TYPE 493
  • NET 89th
  • BOOK Other
  • VS-ST near New England Conservatory of Music 403(b) Plan
  • BOY ind #2992

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 →

Transylvania University Retirement Plan in the asset neighbourhood

University of Maryland Faculty Physicians, Inc. 403(b) Tax Deferred Annuity PlanUniversity of Maryland Facul…$72MNew England Conservatory of Music 403(b) PlanNew England Conservatory of …$72MTransylvania University Retirement PlanTransylvania University Reti…$72MJohn Burroughs School Defined Contribution Retirement PlanJohn Burroughs School Define…$72MThe New Teacher Project 403(b) PlanThe New Teacher Project 403(…$72M
End-of-year total assets ($M) among Transylvania University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$72M
Net Income$7M
Employer EIN610444825
Plan Effective Date1959-11-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Transylvania University)

Sponsor-wide plan assets over time

All Transylvania University plans reported in each filing year

Latest sponsor-wide plan assets
$78M 19.109069878014257% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $65.2M $77.6M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 250 $65M
2023 1 493 $72M
2024 1 465 $78M

Nearby Other Plans in Kentucky

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

Transylvania University Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Transylvania University Retirement Plan, Total assets ($B): 0.07213457 · Participants: 493Transylvania University Retirement 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
Transylvania University Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Transylvania University Retirement Plan side-by-side with 3 peers →

Transylvania University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is New England Conservatory of Music 403(b) Plan in MA ($72M); by covered participants it is Dominican University of California DC Retirement Plan in CA (493 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (493 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 Transylvania University Retirement Plan assets move in 2023? ▼
Transylvania University Retirement Plan grew at a solid clip - up 10.7% during 2023, from $65M to $72M. Reported net income was $7M.
How have Transylvania University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transylvania University's sponsor-wide assets grew 19.1%, from $65M to $78M.
Where does Transylvania University Retirement Plan rank by assets among Form 5500 filers? ▼
Transylvania University Retirement Plan ranks in the 89th 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 Transylvania University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is New England Conservatory of Music 403(b) Plan in MA ($72M, 294 participants).
Which Other plans cover a similar participant headcount to Transylvania University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Dominican University of California DC Retirement Plan in CA (493 participants, $93M 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 610444825.

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.