401(k) · DOL Form 5500 · 2024

Investors Heritage Capital Corporation 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
100
Participants Small participant base
67th
Percentile by assets National rank
$167,050
Avg per participant Above avg balance/head
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Official DOL plan name: Ihcc 401(k) Retirement Plan · Sponsored by Investors Heritage Capital Corporation · Kentucky · Management of Enterprises

$17M in assets, 100 participants

Investors Heritage Capital Corporation's Ihcc 401(k) Retirement Plan reported $17M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #548 in Management of Enterprises (1,133 peers)

Coverage in Kentucky

Ihcc 401(k) Retirement Plan covers 100 participants in Kentucky, about 15% of the average Kentucky filer (state average ~647 per filing). Assets: $17M.

#548
in Management of Enterprises (1,133 peers)
+2.8%
assets growth YoY

Ihcc 401(k) Retirement Plan's outsized position by total assets

Ihcc 401(k) Retirement Plan vs every filed plan by assets

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

$16,705,034 Top 33% higher than 67% 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

Ihcc 401(k) 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. Ihcc 401(k) Retirement Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ihcc 401(k) Retirement Plan reported net income rose from $125K in the plan year 2023 filing to $456K in the plan year 2024 filing.
  • Ihcc 401(k) Retirement Plan reported participants fell from 104 in the plan year 2023 filing to 100 in the plan year 2024 filing.
  • Ihcc 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 616030333 · Investors Heritage Capital Corporation PY 2024 · 401(k)

Ihcc 401(k) Retirement Plan · $17M · 100 · 67th

  • EOY $17M
  • EOY 100
  • EOY 67th
  • EOY 401(k)
  • EOY near West Music Co., Inc. 401(k) Plan
  • EOY ind #548

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 Management of Enterprises retirement plans → · Plans in Kentucky →

Ihcc 401(k) Retirement Plan in the asset neighbourhood

Ihcc 401(k) Retirement Plan$17MWest Music Co., Inc. 401(k) PlanWest Music Co., Inc. 401(k) …$17MHouston's, Inc. 401(k) Profit Sharing PlanHouston's, Inc. 401(k) Profi…$17MAnchor Stone Company 401(k) PlanAnchor Stone Company 401(k) …$17MKnock, Inc. Profit Sharing and 401(k) PlanKnock, Inc. Profit Sharing a…$17M
End-of-year total assets ($M) among Ihcc 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)$16M
Net Assets (End of Year)$17M
Net Income$456K
Employer EIN616030333
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investors Heritage Capital Corporation)

Sponsor-wide plan assets over time

All Investors Heritage Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$35M 1.3785445333971362% vs 2022
2024 filing year
$34M$34.2M$34.4M$34.6M$34.8M$35M 202220232024 $34.1M $34.6M ▲ +1.4%
Year Plans Participants Total Assets
2022 2 134 $34M
2023 2 137 $35M
2024 2 132 $35M

Nearby 401(k) Plans in Kentucky

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

Ihcc 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Ihcc 401(k) Retirement Plan, Total assets ($B): 0.016705034 · Participants: 100Ihcc 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
Ihcc 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Ihcc 401(k) Retirement Plan side-by-side with 3 peers →

Ihcc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is West Music Co., Inc. 401(k) Plan in IA ($17M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Ihcc 401(k) Retirement Plan assets move in 2024? ▼
Ihcc 401(k) Retirement Plan edged up modestly - up 2.8% during 2024, from $16M to $17M. Reported net income was $456K.
How have Investors Heritage Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investors Heritage Capital Corporation's sponsor-wide assets grew 1.4%, from $34M to $35M.
Which 401(k) plans are similar in size to Ihcc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Music Co., Inc. 401(k) Plan in IA ($17M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Ihcc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 participants, N/A 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 616030333.

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.