Other · DOL Form 5500 · 2024

Kentucky Wesleyan College Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
77
Participants Small participant base
53rd
Percentile by assets National rank
$112,924
Avg per participant Below avg balance/head
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Official DOL plan name: Kentucky Wesleyan College Tda Plan · Sponsored by Kentucky Wesleyan College · Kentucky · Educational Services

$9M in assets, 77 participants

Kentucky Wesleyan College's Kentucky Wesleyan College Tda Plan reported $9M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,302 in Educational Services (3,638 peers)

Kentucky Wesleyan College multi-year trail

Kentucky Wesleyan College's plans moved +28.9% in assets from 2022 to 2024; this filing shows Kentucky Wesleyan College Tda Plan at $9M / 77 participants.

#1,302
in Educational Services (3,638 peers)
+18.2%
assets growth YoY

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

Kentucky Wesleyan College Tda Plan vs every filed plan by assets

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

$8,695,150 Top 47% higher than 53% 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 Tda 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. Kentucky Wesleyan College Tda Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kentucky Wesleyan College Tda Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Kentucky Wesleyan College Tda Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Kentucky Wesleyan College Tda Plan reported participants fell from 89 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610466713 · Kentucky Wesleyan College PY 2024 · Other

Kentucky Wesleyan College Tda Plan · $9M · 77 · 53rd

  • 5500 $9M
  • ASSETS 77
  • PCT 53rd
  • EIN Other
  • RANK near 403(b) Thrift Plan - the J
  • PHOTO ind #1302

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 Tda Plan in the asset neighbourhood

Alcott School 403(b) Plan$9MKentucky Wesleyan College Tda PlanKentucky Wesleyan College Td…$9MWilliamsburg Landing, Inc. 403(b) Retirement PlanWilliamsburg Landing, Inc. 4…$9M403(b) Thrift Plan - the J$9MThe Village Family Service Center 403(b) Thrift PlanThe Village Family Service C…$9M
End-of-year total assets ($M) among Kentucky Wesleyan College Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Kentucky Wesleyan College multi-year asset trail

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

Kentucky Wesleyan College filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN610466713
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Kentucky

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

Kentucky Wesleyan College Tda Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Kentucky Wesleyan College Tda Plan, Total assets ($B): 0.00869515 · Participants: 77Kentucky Wesleyan College Tda 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 Tda Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Kentucky Wesleyan College Tda Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest Other by assets is 403(b) Thrift Plan - the J in KS ($9M); by covered participants it is Isidore Newman School Retirement Plan in LA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Tda Plan assets move in 2024? ▼
Kentucky Wesleyan College Tda Plan grew sharply - up 18.2% during 2024, from $7M to $9M. Reported net income was $1M.
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 Tda Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan - the J in KS ($9M, 517 participants).
Which Other plans cover a similar participant headcount to Kentucky Wesleyan College Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Isidore Newman School Retirement Plan in LA (77 participants, $11M 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.