Other · DOL Form 5500 · 2024

Kentucky Wesleyan College Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
123
Participants Small participant base
56th
Percentile by assets National rank
$82,717
Avg per participant Below avg balance/head
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Official DOL plan name: Kentucky Wesleyan College DC Retirement Plan · Sponsored by Kentucky Wesleyan College · Kentucky · Educational Services

$10M in assets, 123 participants

Kentucky Wesleyan College's Kentucky Wesleyan College DC Retirement Plan reported $10M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,408 in Educational Services (3,638 peers)

Coverage in Kentucky

Kentucky Wesleyan College DC Retirement Plan covers 123 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $10M.

#1,408
in Educational Services (3,638 peers)
+9.5%
assets growth YoY

Kentucky Wesleyan College DC Retirement Plan's mid-pack asset rank among Educational Services and all filers

Kentucky Wesleyan College DC Retirement Plan vs every filed plan by assets

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

$10,174,227 Top 44% higher than 56% 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

Kentucky Wesleyan College DC 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. Kentucky Wesleyan College DC Retirement Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kentucky Wesleyan College DC Retirement Plan reported participants fell from 139 in the plan year 2023 filing to 123 in the plan year 2024 filing.
  • Kentucky Wesleyan College DC Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 610466713 · Kentucky Wesleyan College PY 2024 · Other

Kentucky Wesleyan College DC Retirement Plan · $10M · 123 · 56th

  • EIN $10M
  • RANK 123
  • PHOTO 56th
  • IND Other
  • EOY near Community Action, Inc. Tax Sheltered Annuity Plan
  • 5500 ind #1408

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 →

Kentucky Wesleyan College DC Retirement Plan in the asset neighbourhood

Community Action, Inc. Tax Sheltered Annuity PlanCommunity Action, Inc. Tax S…$10MKentucky Wesleyan College DC Retirement PlanKentucky Wesleyan College DC…$10MCesar Chavez Public Charter Schools for Public Policy 403(b) PlanCesar Chavez Public Charter …$10MSibley Memorial Hospital 403(b) PlanSibley Memorial Hospital 403…$10MMid Florida Community Services, Inc. 403(b)Mid Florida Community Servic…$10M
End-of-year total assets ($M) among Kentucky Wesleyan College DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$881K
Employer EIN610466713
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kentucky Wesleyan College)

Sponsor-wide plan assets over time

All Kentucky Wesleyan College plans reported in each filing year

Latest sponsor-wide plan assets
$19M 28.874996824120185% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.6M $18.9M ▲ +28.9%
Year Plans Participants Total Assets
2022 2 241 $15M
2023 2 228 $17M
2024 2 200 $19M

Nearby Other Plans in Kentucky

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

Kentucky Wesleyan College DC 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 ($B) Participants Kentucky Wesleyan College DC Retirement Plan, Total assets ($B): 0.010174227 · Participants: 123Kentucky Wesleyan College DC 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
Kentucky Wesleyan College DC Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Kentucky Wesleyan College DC Retirement Plan side-by-side with 3 peers →

Kentucky Wesleyan College DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Community Action, Inc. Tax Sheltered Annuity Plan in MA ($10M); by covered participants it is Marin Academy Defined Contribution Retirement Plan in CA (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Kentucky Wesleyan College DC Retirement Plan assets move in 2024? ▼
Kentucky Wesleyan College DC Retirement Plan grew at a solid clip - up 9.5% during 2024, from $9M to $10M. Reported net income was $881K.
How have Kentucky Wesleyan College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kentucky Wesleyan College's sponsor-wide assets grew 28.9%, from $15M to $19M.
Which Other plans are similar in size to Kentucky Wesleyan College DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Community Action, Inc. Tax Sheltered Annuity Plan in MA ($10M, 143 participants).
Which Other plans cover a similar participant headcount to Kentucky Wesleyan College DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Marin Academy Defined Contribution Retirement Plan in CA (123 participants, $50M 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 610466713.

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.