401(k) · DOL Form 5500 · 2024

U of Kentucky Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
254
Participants Below avg headcount
72nd
Percentile by assets National rank
$86,315
Avg per participant Below avg balance/head
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Official DOL plan name: University of Kentucky Federal Credit Union 401(k) Retirement Plan · Sponsored by U of Kentucky Federal Credit Union · Kentucky · Finance & Insurance

$22M in assets, 254 participants

U of Kentucky Federal Credit Union's University of Kentucky Federal Credit Union 401(k) Retirement Plan reported $22M in total assets and 254 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,918 in Finance & Insurance (8,549 peers)

Coverage in Kentucky

University of Kentucky Federal Credit Union 401(k) Retirement Plan covers 254 participants in Kentucky, about 39% of the average Kentucky filer (state average ~647 per filing). Assets: $22M.

#4,918
in Finance & Insurance (8,549 peers)
+9.4%
assets growth YoY

University of Kentucky Federal Credit Union 401(k) Retirement Plan's outsized position by total assets

University of Kentucky Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$21,924,087 Top 28% higher than 72% 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

University of Kentucky Federal Credit Union 401(k) 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. University of Kentucky Federal Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (254 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Kentucky Federal Credit Union 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • University of Kentucky Federal Credit Union 401(k) Retirement Plan reported participants rose from 232 in the plan year 2023 filing to 254 in the plan year 2024 filing.
  • University of Kentucky Federal Credit Union 401(k) Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 616031223 · U of Kentucky Federal Credit Union PY 2024 · 401(k)

University of Kentucky Federal Credit Union 401(k) Retirement Plan · $22M · 254 · 72nd

  • RANK $22M
  • PHOTO 254
  • IND 72nd
  • EOY 401(k)
  • 5500 near Vapotherm, Inc. 401(k) Plan
  • ASSETS ind #4918

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 →

University of Kentucky Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood

Pacific Medical, Inc. 401(k) PlanPacific Medical, Inc. 401(k)…$22MUniversity of Kentucky Federal Credit Union 401(k) Retirement PlanUniversity of Kentucky Feder…$22MVapotherm, Inc. 401(k) Plan$22MOrion Ics, LLC Profit Sharing PlanOrion Ics, LLC Profit Sharin…$22MMarsden Retirement Savings PlanMarsden Retirement Savings P…$22M
End-of-year total assets ($M) among University of Kentucky Federal Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN616031223
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U of Kentucky Federal Credit Union)

Sponsor-wide plan assets over time

All U of Kentucky Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$22M 37.62787213238739% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.9M $21.9M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 223 $16M
2023 1 232 $20M
2024 1 254 $22M

Nearby 401(k) Plans in Kentucky

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

University of Kentucky Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants University of Kentucky Federal Credit Union 401(k) Retirement Plan, Total assets ($B): 0.021924087 · Participants: 254University of Kentucky Federal Credit Union 401(k) Retirement 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
University of Kentucky Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare University of Kentucky Federal Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

University of Kentucky Federal Credit Union 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Vapotherm, Inc. 401(k) Plan in NH ($22M); by covered participants it is The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (254 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 University of Kentucky Federal Credit Union 401(k) Retirement Plan assets move in 2024? ▼
University of Kentucky Federal Credit Union 401(k) Retirement Plan grew at a solid clip - up 9.4% during 2024, from $20M to $22M. Reported net income was $2M.
How have U of Kentucky Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U of Kentucky Federal Credit Union's sponsor-wide assets grew 37.6%, from $16M to $22M.
Which 401(k) plans are similar in size to University of Kentucky Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vapotherm, Inc. 401(k) Plan in NH ($22M, 158 participants).
Which 401(k) plans cover a similar participant headcount to University of Kentucky Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan in NY (254 participants, $37M 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 616031223.

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.