Defined Benefit (Pension) · DOL Form 5500 · 2024

Investors Heritage Capital Corporation Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
32
Participants Small participant base
68th
Percentile by assets National rank
$559,237
Avg per participant High balance/head
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Official DOL plan name: Ihcc Employee Retirement Plan · Sponsored by Investors Heritage Capital Corporation · Kentucky · Management of Enterprises

$18M in assets, 32 participants

Investors Heritage Capital Corporation's Ihcc Employee Retirement Plan reported $18M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

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

What the 2024 filing shows

Ihcc Employee Retirement Plan holds $18M for 32 participants - about $559,237 per participant, above the median plan by assets.

#564
in Management of Enterprises (1,133 peers)
-3.3%
assets change YoY

The plan reported a net loss of $619K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ihcc Employee Retirement Plan's outsized position by total assets

Ihcc Employee Retirement Plan vs every filed plan by assets

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

$17,895,592 Top 32% higher than 68% 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 Employee 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 Employee Retirement Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ihcc Employee Retirement Plan reported net income fell from $508K in the plan year 2023 filing to -$619K in the plan year 2024 filing.
  • Ihcc Employee Retirement Plan end-of-year assets fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Ihcc Employee Retirement Plan reported participants fell from 33 in the plan year 2023 filing to 32 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 · Defined Benefit (Pension)

Ihcc Employee Retirement Plan · $18M · 32 · 68th

  • IND $18M
  • EOY 32
  • 5500 68th
  • ASSETS Defined Benefit (Pension)
  • PCT near Pension Plan for Employees of United Memorial Medical Center
  • EIN ind #564

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 Employee Retirement Plan in the asset neighbourhood

Pension Plan for Employees of Woodbury UniversityPension Plan for Employees o…$18MAdams and Reese LLP Group Pension Plan IIIAdams and Reese LLP Group Pe…$18MIhcc Employee Retirement Plan$18MPension Plan for Employees of United Memorial Medical CenterPension Plan for Employees o…$18MValley Telephone Cooperative, Inc. Defined Benefit PlanValley Telephone Cooperative…$18M
End-of-year total assets ($M) among Ihcc Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$619K
Employer EIN616030333
Plan Effective Date1974-01-01
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 Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ihcc Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Ihcc Employee Retirement Plan, Total assets ($B): 0.017895592 · Participants: 32Ihcc Employee Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.022111396 · Participants: 742Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.924092 · Participants: 43Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.711228 · Participants: 2572Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.477947218 · Participants: 1237Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.441399 · Participants: 69Ashland Hercules Pension Plan II
Ihcc Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Ihcc Employee Retirement Plan side-by-side with 3 peers →

Ihcc Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of United Memorial Medical Center in NY ($18M); by covered participants it is Interval Partners, LP Cash Balance Plan in NY (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Employee Retirement Plan assets move in 2024? ▼
Ihcc Employee Retirement Plan edged down modestly - down 3.3% during 2024, from $19M to $18M. Reported net income was -$619K.
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 Defined Benefit (Pension) plans are similar in size to Ihcc Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of United Memorial Medical Center in NY ($18M, 107 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ihcc Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Interval Partners, LP Cash Balance Plan in NY (32 participants, $6M 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.