Other · DOL Form 5500 · 2023

Georgetown College Retirement Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
207
Participants Below avg headcount
87th
Percentile by assets National rank
$269,702
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Georgetown College Defined Contribution Plan · Sponsored by Georgetown College · Kentucky · Educational Services

$56M in assets, 207 participants

Georgetown College's Georgetown College Defined Contribution Plan reported $56M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,842 in Educational Services (3,735 peers)

Coverage in Kentucky

Georgetown College Defined Contribution Plan covers 207 participants in Kentucky, about 32% of the average Kentucky filer (state average ~647 per filing). Assets: $56M.

#2,842
in Educational Services (3,735 peers)
+10.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Georgetown College Defined Contribution Plan's outsized position by total assets

Georgetown College Defined Contribution Plan vs every filed plan by assets

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

$55,828,279 Top 13% higher than 87% 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

Georgetown College Defined Contribution 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. Georgetown College Defined Contribution Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Georgetown College Defined Contribution Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Georgetown College Defined Contribution Plan end-of-year assets rose from $51M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Georgetown College Defined Contribution Plan reported participants rose from 200 in the plan year 2022 filing to 207 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 610444695 · Georgetown College PY 2023 · Other

Georgetown College Defined Contribution Plan · $56M · 207 · 87th

  • BOOK $56M
  • BOOK 207
  • BOOK 87th
  • BOOK Other
  • BOOK near Princeton University Press DC Retirement Plan
  • BOOK ind #2842

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 →

Georgetown College Defined Contribution Plan in the asset neighbourhood

Georgetown College Defined Contribution PlanGeorgetown College Defined C…$56MPrinceton University Press DC Retirement PlanPrinceton University Press D…$56MLittleton Regional Healthcare Retirement PlanLittleton Regional Healthcar…$56MAmerican Academy of Dermatology 403b PlanAmerican Academy of Dermatol…$56MThird Sector New England, Inc. 403b DC PlanThird Sector New England, In…$56M
End-of-year total assets ($M) among Georgetown College Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$56M
Net Income$5M
Employer EIN610444695
Plan Effective Date1962-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgetown College)

Sponsor-wide plan assets over time

All Georgetown College plans reported in each filing year

Latest sponsor-wide plan assets
$56M 10.074344962534727% vs 2022
2023 filing year
$50M$52M$54M$56M$58M 20222023 $50.7M $55.8M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 200 $51M
2023 1 207 $56M

Nearby Other Plans in Kentucky

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

Georgetown College Defined Contribution Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Georgetown College Defined Contribution Plan, Total assets ($B): 0.055828279 · Participants: 207Georgetown College Defined Contribution 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
Georgetown College Defined Contribution Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Georgetown College Defined Contribution Plan side-by-side with 3 peers →

Georgetown College Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Princeton University Press DC Retirement Plan in NJ ($56M); by covered participants it is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Georgetown College Defined Contribution Plan assets move in 2023? ▼
Georgetown College Defined Contribution Plan grew at a solid clip - up 10.1% during 2023, from $51M to $56M. Reported net income was $5M.
How have Georgetown College plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Georgetown College's sponsor-wide assets grew 10.1%, from $51M to $56M.
Where does Georgetown College Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Georgetown College Defined Contribution Plan ranks in the 87th 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 Georgetown College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Princeton University Press DC Retirement Plan in NJ ($56M, 158 participants).
Which Other plans cover a similar participant headcount to Georgetown College Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (207 participants, $53M 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 610444695.

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.