Other · DOL Form 5500 · 2024
Transylvania University Retirement Plan
Data updated 2026-08-11
- $78M
- Total assets
- 465
- Participants
- 88th
- Percentile by assets
- $166,868
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $78M
- total plan assets (2024 EOY)
- 465
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $166,868
- avg assets per participant
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.
Transylvania University Retirement Plan vs the 2024 asset distribution
By assets, Transylvania University Retirement Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $5M |
| Employer EIN | 610444825 |
| Plan Effective Date | 1959-11-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transylvania University)
| 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
- Norton Healthcare 403(b) Retirement Savings Plan $2.3B · 21,863
- Baptist Health Thrift Plan $1.2B · N/A
- Electrical Workers Local 369 Retirement Fund $549M · 3,633
- Electrical Workers Local 369 Retirement Fund $499M · 3,367
- Electrical Workers Local 369 Retirement Fund $453M · 3,350
Similar-Sized Other Plans Nationally
Other plans in other states closest to Transylvania University Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Transylvania University Retirement Plan assets move in 2024? ▼
How have Transylvania University plan assets changed over time? ▼
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Next read for Transylvania University Retirement Plan
Scale reading
Ways to act on Transylvania University Retirement Plan's numbers.
- By total assets, Transylvania University Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Kentucky. Compare plans
- Transylvania University's sponsor-wide assets have grown 19.1% since 2022 across 3 plan years on file. More Educational Services plans