401(k) · DOL Form 5500 · 2023
The Sullivan University System, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 356
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $58,487
- Avg per participant Low balance/head
Official DOL plan name: The Sullivan University System, Inc. 401(k) Plan · Sponsored by The Sullivan University System, Inc. · Kentucky · Educational Services
$21M in assets, 356 participants
The Sullivan University System, Inc.'s The Sullivan University System, Inc. 401(k) Plan reported $21M in total assets and 356 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,101 in Educational Services (3,735 peers)
What the 2023 filing shows
The Sullivan University System, Inc. 401(k) Plan holds $21M for 356 participants - about $58,487 per participant, above the median plan by assets.
- #2,101
- in Educational Services (3,735 peers)
- +5.8%
- assets growth YoY
The Sullivan University System, Inc. 401(k) Plan's outsized position by total assets
The Sullivan University System, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,821,500 Top 27% higher than 73% 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
The Sullivan University System, Inc. 401(k) 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. The Sullivan University System, Inc. 401(k) Plan sits mid-pack in the medium band (356 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Sullivan University System, Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Sullivan University System, Inc. 401(k) Plan reported participants fell from 409 in the plan year 2022 filing to 356 in the plan year 2023 filing.
- The Sullivan University System, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 610596564 · The Sullivan University System, Inc. PY 2023 · 401(k)
The Sullivan University System, Inc. 401(k) Plan · $21M · 356 · 73rd
- ASSETS $21M
- ASSETS 356
- ASSETS 73rd
- ASSETS 401(k)
- ASSETS near Kellermeyer Bergensons Services Savings & Protection Plan
- ASSETS ind #2101
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 →
The Sullivan University System, Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $1M |
| Employer EIN | 610596564 |
| Plan Effective Date | 1992-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Sullivan University System, Inc.)
Sponsor-wide plan assets over time
All The Sullivan University System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 9.670105010244901% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 409 | $20M |
| 2023 | 1 | 356 | $21M |
| 2024 | 1 | 373 | $22M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
The Sullivan University System, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Kellermeyer Bergensons Services Savings & Protection Plan in CA ($21M); by covered participants it is Winshape Foundation, Inc. 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (356 participants); asset peers above are excluded.
- Winshape Foundation, Inc. 401(k) Plan (GA) 356 · 0 off
- Viwinco, Inc. 401(k) Plan (PA) 356 · 0 off
- K Post Company 401(k) (TX) 356 · 0 off
- Edwards, Inc. Savings Plus Plan (NC) 356 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.