Other · DOL Form 5500 · 2024

Transylvania University Retirement Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
465
Participants Below avg headcount
88th
Percentile by assets National rank
$166,868
Avg per participant Above avg balance/head
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Official DOL plan name: Transylvania University Retirement Plan · Sponsored by Transylvania University · Kentucky · Educational Services

$78M in assets, 465 participants

Transylvania University's Transylvania University Retirement Plan reported $78M in total assets and 465 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,878 in Educational Services (3,638 peers)

Where Transylvania University Retirement Plan sits by assets

Transylvania University Retirement Plan sits in the top quartile of all filed plans by assets, $78M for 465 participants (~$166,868/participant), up 7.6% in 2024.

#2,878
in Educational Services (3,638 peers)
+7.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Transylvania University Retirement Plan's outsized position by total assets

Transylvania University Retirement Plan vs every filed plan by assets

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

$77,593,787 Top 12% higher than 88% 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

Transylvania University 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. Transylvania University Retirement Plan sits mid-pack in the medium band (465 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Transylvania University Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Transylvania University Retirement Plan end-of-year assets rose from $72M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • Transylvania University Retirement Plan reported participants fell from 493 in the plan year 2023 filing to 465 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610444825 · Transylvania University PY 2024 · Other

Transylvania University Retirement Plan · $78M · 465 · 88th

  • EOY $78M
  • 5500 465
  • ASSETS 88th
  • PCT Other
  • EIN near Tabor Academy Defined Contribution Plan
  • RANK ind #2878

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 →

Transylvania University Retirement Plan in the asset neighbourhood

University School Retirement Savings PlanUniversity School Retirement…$78MTransylvania University Retirement PlanTransylvania University Reti…$78MTabor Academy Defined Contribution PlanTabor Academy Defined Contri…$78MConnecticut Institute for the Blind, Inc. Section 403(b) PlanConnecticut Institute for th…$77MUniversity of Maryland Capital Region Health Retirement Savings PlanUniversity of Maryland Capit…$77M
End-of-year total assets ($M) among Transylvania University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$78M
Net Income$5M
Employer EIN610444825
Plan Effective Date1959-11-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Transylvania University)

Sponsor-wide plan assets over time

All Transylvania University plans reported in each filing year

Latest sponsor-wide plan assets
$78M 19.109069878014257% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $65.2M $77.6M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 250 $65M
2023 1 493 $72M
2024 1 465 $78M

Nearby Other Plans in Kentucky

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

Transylvania University Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Transylvania University Retirement Plan, Total assets ($B): 0.077593787 · Participants: 465Transylvania University Retirement PlanNorton 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
Transylvania University Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Transylvania University Retirement Plan side-by-side with 3 peers →

Transylvania University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Tabor Academy Defined Contribution Plan in MA ($78M); by covered participants it is Westfields Hospital Employee Retirement Plan in MN (465 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 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 Transylvania University Retirement Plan assets move in 2024? ▼
Transylvania University Retirement Plan grew at a solid clip - up 7.6% during 2024, from $72M to $78M. Reported net income was $5M.
How have Transylvania University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transylvania University's sponsor-wide assets grew 19.1%, from $65M to $78M.
Where does Transylvania University Retirement Plan rank by assets among Form 5500 filers? ▼
Transylvania University Retirement Plan ranks in the 88th 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 Transylvania University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tabor Academy Defined Contribution Plan in MA ($78M, 218 participants).
Which Other plans cover a similar participant headcount to Transylvania University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Westfields Hospital Employee Retirement Plan in MN (465 participants, $41M 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 610444825.

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.