Other · DOL Form 5500 · 2024
Louisville Collegiate School Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 194
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $139,037
- Avg per participant Near avg balance/head
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.
- #2,173 in Educational Services (3,638 peers)
Coverage in Kentucky
Louisville Collegiate School Defined Contribution Retirement Plan covers 194 participants in Kentucky, about 30% of the average Kentucky filer (state average ~647 per filing). Assets: $27M.
- #2,173
- in Educational Services (3,638 peers)
- +14.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Louisville Collegiate School Defined Contribution Retirement Plan's outsized position by total assets
Louisville Collegiate School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,973,256 Top 24% higher than 76% 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
Louisville Collegiate School Defined Contribution 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. Louisville Collegiate School Defined Contribution Retirement Plan sits mid-pack in the medium band (194 participants).
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.
Form 5500 schedule snapshot
Filing strip 610449630 · Louisville Collegiate School PY 2024 · Other
Louisville Collegiate School Defined Contribution Retirement Plan · $27M · 194 · 76th
- RANK $27M
- PHOTO 194
- IND 76th
- EOY Other
- 5500 near Bethel College DC Plan
- ASSETS ind #2173
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 →
Louisville Collegiate School Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Louisville Collegiate School plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 36.70162231098505% vs 2022
- 2024 filing year
| 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.
- 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
Louisville Collegiate School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Bethel College DC Plan in KS ($27M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Bethel College DC Plan (KS) $27M · 166
- Holy Cross Hospital Retirement Savings Plan (NM) $27M · 491
- Tarbut V'torah 403(b) Plan (CA) $27M · 150
- Berry Companies, Inc. Stock Bonus Plan (KS) $27M · 1,343
Similar participant headcount
Nearest other-state filings by covered participants (194 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.