Other · DOL Form 5500 · 2024

Union Commonwealth University Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
79
Participants Small participant base
69th
Percentile by assets National rank
$234,198
Avg per participant Above avg balance/head
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Official DOL plan name: Union Commonwealth University Retirement Plan · Sponsored by Union Commonwealth University · Kentucky · Educational Services

$19M in assets, 79 participants

Union Commonwealth University's Union Commonwealth University Retirement Plan reported $19M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,882 in Educational Services (3,638 peers)

Union Commonwealth University multi-year trail

Union Commonwealth University's plans moved +12.1% in assets from 2022 to 2024; this filing shows Union Commonwealth University Retirement Plan at $19M / 79 participants.

#1,882
in Educational Services (3,638 peers)
+3.8%
assets growth YoY

Union Commonwealth University Retirement Plan's outsized position by total assets

Union Commonwealth University Retirement Plan vs every filed plan by assets

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

$18,501,667 Top 31% higher than 69% 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

Union Commonwealth University Retirement 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. Union Commonwealth University Retirement Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Commonwealth University Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $682K in the plan year 2024 filing.
  • Union Commonwealth University Retirement Plan reported participants fell from 86 in the plan year 2023 filing to 79 in the plan year 2024 filing.
  • Union Commonwealth University Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 610461768 · Union Commonwealth University PY 2024 · Other

Union Commonwealth University Retirement Plan · $19M · 79 · 69th

  • 5500 $19M
  • ASSETS 79
  • PCT 69th
  • EIN Other
  • RANK near Goodwill Northern New England 403(b) Plan
  • PHOTO ind #1882

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 →

Union Commonwealth University Retirement Plan in the asset neighbourhood

Newark Academy Tda$19MMet Council 403(b) Retirement Savings PlanMet Council 403(b) Retiremen…$19MGoodwill Northern New England 403(b) PlanGoodwill Northern New Englan…$19MUnion Commonwealth University Retirement PlanUnion Commonwealth Universit…$19MCottage Hospital Tax-Sheltered Annuity PlanCottage Hospital Tax-Shelter…$18M
End-of-year total assets ($M) among Union Commonwealth University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Union Commonwealth University multi-year asset trail

Sponsor-wide plan assets over time

All Union Commonwealth University plans reported in each filing year

Latest sponsor-wide plan assets
$19M 12.073777153559528% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.5M $18.5M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 81 $17M
2023 1 86 $18M
2024 1 79 $19M

Union Commonwealth University filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$682K
Employer EIN610461768
Plan Effective Date1945-06-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Union Commonwealth University 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 ($B) Participants Union Commonwealth University Retirement Plan, Total assets ($B): 0.018501667 · Participants: 79Union Commonwealth University 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
Union Commonwealth University Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Union Commonwealth University Retirement Plan side-by-side with 3 peers →

Union Commonwealth University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Goodwill Northern New England 403(b) Plan in ME ($19M); by covered participants it is West Side Montessori School 403(b) Defined Contribution Retirement Plan in NY (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Union Commonwealth University Retirement Plan assets move in 2024? ▼
Union Commonwealth University Retirement Plan edged up modestly - up 3.8% during 2024, from $18M to $19M. Reported net income was $682K.
How have Union Commonwealth University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Commonwealth University's sponsor-wide assets grew 12.1%, from $17M to $19M.
Which Other plans are similar in size to Union Commonwealth University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Goodwill Northern New England 403(b) Plan in ME ($19M, 1,562 participants).
Which Other plans cover a similar participant headcount to Union Commonwealth University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is West Side Montessori School 403(b) Defined Contribution Retirement Plan in NY (79 participants, $11M 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 610461768.

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.