Other · DOL Form 5500 · 2024

Alice Lloyd College Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
95
Participants Small participant base
75th
Percentile by assets National rank
$267,394
Avg per participant High balance/head
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Official DOL plan name: Tiaa-Cref Retirement Plan of Alice Lloyd College · Sponsored by Alice Lloyd College · Kentucky · Educational Services

$25M in assets, 95 participants

Alice Lloyd College's Tiaa-Cref Retirement Plan of Alice Lloyd College reported $25M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,131 in Educational Services (3,638 peers)

Where Tiaa-Cref Retirement Plan of Alice Lloyd College sits by assets

Tiaa-Cref Retirement Plan of Alice Lloyd College sits in the top quartile of all filed plans by assets, $25M for 95 participants (~$267,394/participant), down 2.8% in 2024.

#2,131
in Educational Services (3,638 peers)
-2.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $742K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tiaa-Cref Retirement Plan of Alice Lloyd College's outsized position by total assets

Tiaa-Cref Retirement Plan of Alice Lloyd College vs every filed plan by assets

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

$25,402,387 Top 25% higher than 75% 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

Tiaa-Cref Retirement Plan of Alice Lloyd College among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tiaa-Cref Retirement Plan of Alice Lloyd College is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tiaa-Cref Retirement Plan of Alice Lloyd College reported net income fell from $2M in the plan year 2023 filing to -$742K in the plan year 2024 filing.
  • Tiaa-Cref Retirement Plan of Alice Lloyd College end-of-year assets fell from $26M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Tiaa-Cref Retirement Plan of Alice Lloyd College reported participants fell from 97 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 610492351 · Alice Lloyd College PY 2024 · Other

Tiaa-Cref Retirement Plan of Alice Lloyd College · $25M · 95 · 75th

  • ASSETS $25M
  • ASSETS 95
  • ASSETS 75th
  • ASSETS Other
  • ASSETS near Tiaa-Cref Retirement Plan for All Employees of Sedc
  • ASSETS ind #2131

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 →

Tiaa-Cref Retirement Plan of Alice Lloyd College in the asset neighbourhood

Tiaa-Cref Retirement Plan of Alice Lloyd CollegeTiaa-Cref Retirement Plan of…$25MTiaa-Cref Retirement Plan for All Employees of SedcTiaa-Cref Retirement Plan fo…$25MWhitman-Walker Health 403(b) PlanWhitman-Walker Health 403(b)…$25MTax Deferred Annuity Plan for Employees of Wxxi Public Broadcasting CouncilTax Deferred Annuity Plan fo…$25MMbku 403(b) Voluntary Retirement PlanMbku 403(b) Voluntary Retire…$25M
End-of-year total assets ($M) among Tiaa-Cref Retirement Plan of Alice Lloyd College and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$25M
Net Income-$742K
Employer EIN610492351
Plan Effective Date1975-04-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Alice Lloyd College)

Sponsor-wide plan assets over time

All Alice Lloyd College plans reported in each filing year

Latest sponsor-wide plan assets
$25M 6.978643510240853% vs 2022
2024 filing year
$23M$24M$25M$26M$27M 202220232024 $23.8M $25.4M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 109 $24M
2023 1 97 $26M
2024 1 95 $25M

Nearby Other Plans in Kentucky

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

Tiaa-Cref Retirement Plan of Alice Lloyd College vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Tiaa-Cref Retirement Plan of Alice Lloyd College, Total assets ($B): 0.025402387 · Participants: 95Tiaa-Cref Retirement Plan of Alice Lloyd CollegeNorton 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
Tiaa-Cref Retirement Plan of Alice Lloyd College vs. nearby Other plans in Kentucky, assets vs. participants

Tiaa-Cref Retirement Plan of Alice Lloyd College's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Tiaa-Cref Retirement Plan for All Employees of Sedc in VA ($25M); by covered participants it is Des Moines Habitat for Humanity 403(b) Plan in IA (95 participants). Same-state nearby plans are listed separately above.

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 Tiaa-Cref Retirement Plan of Alice Lloyd College assets move in 2024?
Tiaa-Cref Retirement Plan of Alice Lloyd College edged down modestly - down 2.8% during 2024, from $26M to $25M. Reported net income was -$742K.
How have Alice Lloyd College plan assets changed over time?
Across 3 plan years on file (2022-2024), Alice Lloyd College's sponsor-wide assets grew 7.0%, from $24M to $25M.
Where does Tiaa-Cref Retirement Plan of Alice Lloyd College rank by assets among Form 5500 filers?
Tiaa-Cref Retirement Plan of Alice Lloyd College ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tiaa-Cref Retirement Plan of Alice Lloyd College?
Among Other plans in other states, the closest by assets is Tiaa-Cref Retirement Plan for All Employees of Sedc in VA ($25M, 36 participants).
Which Other plans cover a similar participant headcount to Tiaa-Cref Retirement Plan of Alice Lloyd College?
Among Other plans in other states, the closest by covered participants is Des Moines Habitat for Humanity 403(b) Plan in IA (95 participants, $553K in assets).