Other · DOL Form 5500 · 2024

The Lexington School Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
130
Participants Small participant base
73rd
Percentile by assets National rank
$180,545
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,064
in Educational Services (3,638 peers)
+1.0%
assets growth YoY

The Lexington School Retirement Plan's outsized position 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

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 2024

The Lexington School Retirement 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. The Lexington School Retirement Plan sits mid-pack in the medium band (130 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 610563291 · The Lexington School PY 2024 · Other

The Lexington School Retirement Plan · $23M · 130 · 73rd

  • PART $23M
  • TYPE 130
  • NET 73rd
  • BOOK Other
  • VS-ST near Life Enriching Communities 403b Plan
  • BOY ind #2064

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 Lexington School Retirement Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of Presbyterian Children's Homes and Services403(b) Thrift Plan for Emplo…$23MThe Lexington School Retirement PlanThe Lexington School Retirem…$23MLife Enriching Communities 403b PlanLife Enriching Communities 4…$23MThe Harbor Day School Defined Contribution Retirement PlanThe Harbor Day School Define…$23MApla Health & Wellness 403(b) PlanApla Health & Wellness 403(b…$23M
End-of-year total assets ($M) among The Lexington School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income$254K
Employer EIN610563291
Plan Effective Date1967-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lexington School)

Sponsor-wide plan assets over time

All The Lexington School plans reported in each filing year

Latest sponsor-wide plan assets
$23M 12.109350538919655% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.9M $23.5M ▲ +12.1%
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.

The Lexington School Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Lexington School Retirement Plan, Total assets ($B): 0.023470856 · Participants: 130The Lexington School Retirement PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 2.274518139 · Participants: 21863Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.156320612 · Participants: 0Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.548729286 · Participants: 3633Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.498958779 · Participants: 3367Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.452526825 · Participants: 3350Electrical Workers Local 369 Retirement Fund
The Lexington School Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare The Lexington School Retirement Plan side-by-side with 3 peers →

The Lexington School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Life Enriching Communities 403b Plan in OH ($23M); by covered participants it is Scottsdale Christian Academy Inc. 403(b) Retirement Plan in AZ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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.

Frequently Asked Questions

How did The Lexington School Retirement Plan assets move in 2024? ▼
The Lexington School Retirement Plan edged up modestly - up 1.0% during 2024, from $23M to $23M. Reported net income was $254K.
How have The Lexington School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lexington School's sponsor-wide assets grew 12.1%, from $21M to $23M.
Which Other plans are similar in size to The Lexington School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Life Enriching Communities 403b Plan in OH ($23M, 1,790 participants).
Which Other plans cover a similar participant headcount to The Lexington School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Scottsdale Christian Academy Inc. 403(b) Retirement Plan in AZ (130 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610563291.

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.