Defined Benefit (Pension) · DOL Form 5500 · 2023

Whitaker Bank Corporation of Kentucky Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
298
Participants Below avg headcount
47th
Percentile by assets National rank
$19,308
Avg per participant Low balance/head
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Official DOL plan name: Whitaker Bank Corporation of Kentucky Defined Benefit Plan · Sponsored by Whitaker Bank Corporation of Kentucky · Kentucky · Finance & Insurance

$6M in assets, 298 participants

Whitaker Bank Corporation of Kentucky's Whitaker Bank Corporation of Kentucky Defined Benefit Plan reported $6M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,972 in Finance & Insurance (8,869 peers)

Coverage in Kentucky

Whitaker Bank Corporation of Kentucky Defined Benefit Plan covers 298 participants in Kentucky, about 46% of the average Kentucky filer (state average ~647 per filing). Assets: $6M.

#2,972
in Finance & Insurance (8,869 peers)
-76.6%
assets change YoY

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whitaker Bank Corporation of Kentucky Defined Benefit Plan's mid-pack asset rank among Finance & Insurance and all filers

Whitaker Bank Corporation of Kentucky Defined Benefit Plan vs every filed plan by assets

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

$5,753,752 47th percentile higher than 47% 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

Whitaker Bank Corporation of Kentucky Defined Benefit 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. Whitaker Bank Corporation of Kentucky Defined Benefit Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitaker Bank Corporation of Kentucky Defined Benefit Plan reported net income fell from -$4M in the plan year 2022 filing to -$19M in the plan year 2023 filing.
  • Whitaker Bank Corporation of Kentucky Defined Benefit Plan end-of-year assets fell from $25M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Whitaker Bank Corporation of Kentucky Defined Benefit Plan reported participants rose from 203 in the plan year 2022 filing to 298 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611208135 · Whitaker Bank Corporation of Kentucky PY 2023 · Defined Benefit (Pension)

Whitaker Bank Corporation of Kentucky Defined Benefit Plan · $6M · 298 · 47th

  • RANK $6M
  • PHOTO 298
  • IND 47th
  • EOY Defined Benefit (Pension)
  • 5500 near Sovereign Partners, LLC Defined Benefit Plan
  • ASSETS ind #2972

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 Finance & Insurance retirement plans → · Plans in Kentucky →

Whitaker Bank Corporation of Kentucky Defined Benefit Plan in the asset neighbourhood

Sovereign Partners, LLC Defined Benefit PlanSovereign Partners, LLC Defi…$6MWestern Quality Foods, L.C. Retirement PlanWestern Quality Foods, L.C. …$6MCorry Jamestown and Holga Pension Plan BCorry Jamestown and Holga Pe…$6MWhitaker Bank Corporation of Kentucky Defined Benefit PlanWhitaker Bank Corporation of…$6MColonial Metals Company Retirement Income PlanColonial Metals Company Reti…$6M
End-of-year total assets ($M) among Whitaker Bank Corporation of Kentucky Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$6M
Net Income-$19M
Employer EIN611208135
Plan Effective Date2021-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitaker Bank Corporation of Kentucky)

Sponsor-wide plan assets over time

All Whitaker Bank Corporation of Kentucky plans reported in each filing year

Latest sponsor-wide plan assets
$6M 76.56150527735119% vs 2022
2023 filing year
$0M$10M$20M$30M 20222023 $24.6M $5.75M ▼ -76.6%
Year Plans Participants Total Assets
2022 1 203 $25M
2023 1 298 $6M

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Whitaker Bank Corporation of Kentucky Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Whitaker Bank Corporation of Kentucky Defined Benefit Plan, Total assets ($B): 0.005753752 · Participants: 298Whitaker Bank Corporation of Kentucky Defined Benefit PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Whitaker Bank Corporation of Kentucky Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Whitaker Bank Corporation of Kentucky Defined Benefit Plan side-by-side with 3 peers →

Whitaker Bank Corporation of Kentucky Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Sovereign Partners, LLC Defined Benefit Plan in NY ($6M); by covered participants it is Plumbers and Pipefitters Local No. 104 Pension Plan in MA (298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Whitaker Bank Corporation of Kentucky Defined Benefit Plan assets move in 2023? ▼
Whitaker Bank Corporation of Kentucky Defined Benefit Plan contracted severely - down 76.6% during 2023, from $25M to $6M. Reported net income was -$19M.
How have Whitaker Bank Corporation of Kentucky plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Whitaker Bank Corporation of Kentucky's sponsor-wide assets declined 76.6%, from $25M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Whitaker Bank Corporation of Kentucky Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sovereign Partners, LLC Defined Benefit Plan in NY ($6M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Whitaker Bank Corporation of Kentucky Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers and Pipefitters Local No. 104 Pension Plan in MA (298 participants, $108M 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 611208135.

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.