401(k) · DOL Form 5500 · 2024

The Renaissance Group LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
18
Participants Small participant base
68th
Percentile by assets National rank
$982,181
Avg per participant High balance/head
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Official DOL plan name: Renaissance Investment Management Employees' 401(k) Plan · Sponsored by The Renaissance Group LLC · Kentucky · Finance & Insurance

$18M in assets, 18 participants

The Renaissance Group LLC's Renaissance Investment Management Employees' 401(k) Plan reported $18M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,462 in Finance & Insurance (8,549 peers)

2024 asset change

Renaissance Investment Management Employees' 401(k) Plan grew sharply 18.3% in 2024 ($15M → $18M) for 18 participants.

#4,462
in Finance & Insurance (8,549 peers)
+18.3%
assets growth YoY

Renaissance Investment Management Employees' 401(k) Plan's outsized position by total assets

Renaissance Investment Management Employees' 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,679,257 Top 32% higher than 68% 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

Renaissance Investment Management Employees' 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Renaissance Investment Management Employees' 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Renaissance Investment Management Employees' 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Renaissance Investment Management Employees' 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311448100 · The Renaissance Group LLC PY 2024 · 401(k)

Renaissance Investment Management Employees' 401(k) Plan · $18M · 18 · 68th

  • NET $18M
  • NET 18
  • NET 68th
  • NET 401(k)
  • NET near Vinco, Inc. Employees' 401(k) Plan
  • NET ind #4462

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 →

Renaissance Investment Management Employees' 401(k) Plan in the asset neighbourhood

Renaissance Investment Management Employees' 401(k) PlanRenaissance Investment Manag…$18MVinco, Inc. Employees' 401(k) PlanVinco, Inc. Employees' 401(k…$18MMueller Retirement Savings 401(k) PlanMueller Retirement Savings 4…$18MSwope Medical Group Inc Profit Sharing 401(k) PlanSwope Medical Group Inc Prof…$18MTerryberry Company 401(k) PlanTerryberry Company 401(k) Pl…$18M
End-of-year total assets ($M) among Renaissance Investment Management Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Renaissance Group LLC years around the 2024 move

Sponsor-wide plan assets over time

All The Renaissance Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 7.550522125586936% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $16.4M $17.7M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 20 $16M
2023 1 18 $15M
2024 1 18 $18M

2024 asset-move particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN311448100
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Renaissance Investment Management Employees' 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Renaissance Investment Management Employees' 401(k) Plan, Total assets ($B): 0.017679257 · Participants: 18Renaissance Investment Management Employees' 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Renaissance Investment Management Employees' 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Renaissance Investment Management Employees' 401(k) Plan side-by-side with 3 peers →

Renaissance Investment Management Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Vinco, Inc. Employees' 401(k) Plan in MN ($18M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Renaissance Investment Management Employees' 401(k) Plan assets move in 2024? ▼
Renaissance Investment Management Employees' 401(k) Plan grew sharply - up 18.3% during 2024, from $15M to $18M. Reported net income was $3M.
How have The Renaissance Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Renaissance Group LLC's sponsor-wide assets grew 7.6%, from $16M to $18M.
Which 401(k) plans are similar in size to Renaissance Investment Management Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vinco, Inc. Employees' 401(k) Plan in MN ($18M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Renaissance Investment Management Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A 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 311448100.

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.