Other · DOL Form 5500 · 2024
Louisville Collegiate School Retirement Plan
Data updated 2026-07-24
- $27M
- Total assets
- 194
- Participants
- 76th
- Percentile by assets
- $139,037
- Avg per participant
Official DOL plan name: Louisville Collegiate School Defined Contribution Retirement Plan · Sponsored by Louisville Collegiate School · Kentucky · Educational Services
$27M in assets, 194 participants
Louisville Collegiate School's Louisville Collegiate School Defined Contribution Retirement Plan reported $27M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 116,472 plans)
Coverage in Kentucky
Louisville Collegiate School Defined Contribution Retirement Plan covers 194 participants in Kentucky, about 29% of the average Kentucky filer (state average ~658 per filing). Assets: $27M.
- $27M
- total plan assets (2024 EOY)
- 194
- covered participants
- 76th
- percentile by assets (of 116,472 plans)
- $139,037
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Louisville Collegiate School Defined Contribution Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Louisville Collegiate School Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 658 participants across 1,242 plans. Louisville Collegiate School Defined Contribution Retirement Plan reports 194 participants - about 29% of that state average ($27M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 610449630 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Louisville Collegiate School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 198 | $20M |
| 2023 | 1 | 193 | $23M |
| 2024 | 1 | 194 | $27M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
Louisville Collegiate School Defined Contribution Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
- 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 Louisville Collegiate School Defined Contribution Retirement Plan by total assets, not by location.
- Bethel College DC Plan (KS) $27M · 166
- Holy Cross Hospital Retirement Savings Plan (NM) $27M · 491
- Berry Companies, Inc. Stock Bonus Plan (KS) $27M · 1,343
- Wellpoint Care Network 403(b) Retirement Plan (WI) $27M · 339
Frequently Asked Questions
How did Louisville Collegiate School Defined Contribution Retirement Plan assets move in 2024? ▼
How have Louisville Collegiate School plan assets changed over time? ▼
Where does Louisville Collegiate School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Louisville Collegiate School Defined Contribution Retirement Plan? ▼
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Filing takeaways
Ways to act on Louisville Collegiate School Defined Contribution Retirement Plan's numbers.
- By total assets, Louisville Collegiate School Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Kentucky. Compare plans
- Louisville Collegiate School's sponsor-wide assets have grown 36.7% since 2022 across 3 plan years on file. More Educational Services plans
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 610449630.
Read our methodology - how this data is sourced, computed, and verified.