Other · DOL Form 5500 · 2024
Kentucky Country Day School, Inc. Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 177
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $268,134
- Avg per participant High balance/head
Official DOL plan name: Kentucky Country Day School 403(b) DC Plan · Sponsored by Kentucky Country Day School, Inc. · Kentucky · Educational Services
$47M in assets, 177 participants
Kentucky Country Day School, Inc.'s Kentucky Country Day School 403(b) DC Plan reported $47M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #2,584 in Educational Services (3,638 peers)
Coverage in Kentucky
Kentucky Country Day School 403(b) DC Plan covers 177 participants in Kentucky, about 27% of the average Kentucky filer (state average ~647 per filing). Assets: $47M.
- #2,584
- in Educational Services (3,638 peers)
- +10.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Kentucky Country Day School 403(b) DC Plan's outsized position by total assets
Kentucky Country Day School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,459,750 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kentucky Country Day School 403(b) DC Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kentucky Country Day School 403(b) DC Plan sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kentucky Country Day School 403(b) DC Plan end-of-year assets rose from $43M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Kentucky Country Day School 403(b) DC Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Kentucky Country Day School 403(b) DC Plan reported participants rose from 173 in the plan year 2023 filing to 177 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 610731998 · Kentucky Country Day School, Inc. PY 2024 · Other
Kentucky Country Day School 403(b) DC Plan · $47M · 177 · 84th
- SCH $47M
- SCH 177
- SCH 84th
- SCH Other
- SCH near Child Care Resource Center 403b Retirement Savings Plan
- SCH ind #2584
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 →
Kentucky Country Day School 403(b) DC Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $5M |
| Employer EIN | 610731998 |
| Plan Effective Date | 1951-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kentucky Country Day School, Inc.)
Sponsor-wide plan assets over time
All Kentucky Country Day School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 23.543732941712044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 175 | $38M |
| 2023 | 1 | 173 | $43M |
| 2024 | 1 | 177 | $47M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $2.3B · 21,863
- Baptist Health Thrift Plan $1.2B · N/A
- Electrical Workers Local 369 Retirement Fund $549M · 3,633
- Electrical Workers Local 369 Retirement Fund $499M · 3,367
- Electrical Workers Local 369 Retirement Fund $453M · 3,350
Kentucky Country Day School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Child Care Resource Center 403b Retirement Savings Plan in CA ($47M); by covered participants it is Texas A&m Foundation Employees' 403(b) Plan in TX (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Child Care Resource Center 403b Retirement Savings Plan (CA) $47M · 1,158
- Stowers Group 403(b) Savings Plan (MO) $47M · 527
- Shell Point Thrift Plan (FL) $47M · 1,116
- Oaks Integrated Care, Inc. 403(b) Savings Plan (NJ) $47M · 1,175
Similar participant headcount
Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.