401(k) · DOL Form 5500 · 2023

Sacred Heart Schools, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
274
Participants Below avg headcount
74th
Percentile by assets National rank
$78,100
Avg per participant Below avg balance/head
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Official DOL plan name: Sacred Heart Schools, Inc. 401(k) Plan · Sponsored by Sacred Heart Schools, Inc. · Kentucky · Educational Services

$21M in assets, 274 participants

Sacred Heart Schools, Inc.'s Sacred Heart Schools, Inc. 401(k) Plan reported $21M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,130 in Educational Services (3,735 peers)

Coverage in Kentucky

Sacred Heart Schools, Inc. 401(k) Plan covers 274 participants in Kentucky, about 42% of the average Kentucky filer (state average ~647 per filing). Assets: $21M.

#2,130
in Educational Services (3,735 peers)
+22.8%
assets growth YoY

Sacred Heart Schools, Inc. 401(k) Plan's outsized position by total assets

Sacred Heart Schools, Inc. 401(k) Plan vs every filed plan by assets

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

$21,399,408 Top 26% higher than 74% 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

Sacred Heart Schools, 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. Sacred Heart Schools, Inc. 401(k) Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sacred Heart Schools, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sacred Heart Schools, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Sacred Heart Schools, Inc. 401(k) Plan reported participants rose from 268 in the plan year 2022 filing to 274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611181710 · Sacred Heart Schools, Inc. PY 2023 · 401(k)

Sacred Heart Schools, Inc. 401(k) Plan · $21M · 274 · 74th

  • PART $21M
  • TYPE 274
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Mill Rock Packaging Partners Retirement Savings Plan
  • BOY ind #2130

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 →

Sacred Heart Schools, Inc. 401(k) Plan in the asset neighbourhood

Sacred Heart Schools, Inc. 401(k) PlanSacred Heart Schools, Inc. 4…$21MMill Rock Packaging Partners Retirement Savings PlanMill Rock Packaging Partners…$21MMerrifield Garden Center 401(k) Profit Sharing Retirement PlanMerrifield Garden Center 401…$21MMay Trucking Co. Employee Retirement PlanMay Trucking Co. Employee Re…$21MLanphere Enterprises, Inc. 401(k) Retirement Plan and TrustLanphere Enterprises, Inc. 4…$21M
End-of-year total assets ($M) among Sacred Heart Schools, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN611181710
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sacred Heart Schools, Inc.)

Sponsor-wide plan assets over time

All Sacred Heart Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 39.421658323214196% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $17.4M $24.3M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 268 $17M
2023 1 274 $21M
2024 1 285 $24M

Nearby 401(k) Plans in Kentucky

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

Sacred Heart Schools, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Sacred Heart Schools, Inc. 401(k) Plan, Total assets ($B): 0.021399408 · Participants: 274Sacred Heart Schools, Inc. 401(k) 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
Sacred Heart Schools, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Sacred Heart Schools, Inc. 401(k) Plan side-by-side with 3 peers →

Sacred Heart Schools, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Mill Rock Packaging Partners Retirement Savings Plan in WA ($21M); by covered participants it is Portfolio Retirement Plan in AZ (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Sacred Heart Schools, Inc. 401(k) Plan assets move in 2023? ▼
Sacred Heart Schools, Inc. 401(k) Plan grew sharply - up 22.8% during 2023, from $17M to $21M. Reported net income was $4M.
How have Sacred Heart Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sacred Heart Schools, Inc.'s sponsor-wide assets grew 39.4%, from $17M to $24M.
Which 401(k) plans are similar in size to Sacred Heart Schools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mill Rock Packaging Partners Retirement Savings Plan in WA ($21M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Sacred Heart Schools, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portfolio Retirement Plan in AZ (274 participants, $5M 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 611181710.

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.