Other · DOL Form 5500 · 2024
The Lexington School Retirement Plan
Data updated 2026-08-11
- $23M
- Total assets
- 130
- Participants
- 73rd
- Percentile by assets
- $180,545
- Avg per participant
Official DOL plan name: The Lexington School Retirement Plan · Sponsored by The Lexington School · Kentucky · Educational Services
$23M in assets, 130 participants
The Lexington School's The Lexington School Retirement Plan reported $23M in total assets and 130 participants in its 2024 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.
- 73rd percentile by assets (of 123,622 plans)
- #2,064 in Educational Services (3,638 peers)
Coverage in Kentucky
The Lexington School Retirement Plan covers 130 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $23M.
- $23M
- total plan assets (2024 EOY)
- 130
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $180,545
- avg assets per participant
Where The Lexington School Retirement Plan sits by total assets
The Lexington School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,470,856 Top 27% higher than 73% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Lexington School Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $254K in the plan year 2024 filing.
- The Lexington School Retirement Plan reported participants fell from 135 in the plan year 2023 filing to 130 in the plan year 2024 filing.
- The Lexington School Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. The Lexington School Retirement Plan reports 130 participants - about 20% of that state average ($23M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $254K |
| Employer EIN | 610563291 |
| Plan Effective Date | 1967-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lexington School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $21M |
| 2023 | 1 | 135 | $23M |
| 2024 | 1 | 130 | $23M |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Lexington School Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Lexington School Retirement Plan assets move in 2024? ▼
How have The Lexington School plan assets changed over time? ▼
Which Other plans are similar in size to The Lexington School Retirement Plan? ▼
Next read for The Lexington School Retirement Plan
Filing takeaways
Ways to act on The Lexington School Retirement Plan's numbers.
- By total assets, The Lexington School Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Kentucky. Compare plans
- The Lexington School's sponsor-wide assets have grown 12.1% since 2022 across 3 plan years on file. More Educational Services plans