Defined Benefit (Pension) · DOL Form 5500 · 2024

Lg&e and Ku Energy, LLC Pension Plan

Data updated 2026-07-24

$1.0B
Total assets: 742
Participants: 98th
Percentile by assets: $1.4M
Avg per participant

Official DOL plan name: Lg&e and Ku Pension Plan · Sponsored by Lg&e and Ku Energy, LLC · Kentucky · Utilities

$1.0B in assets, 742 participants

Lg&e and Ku Energy, LLC's Lg&e and Ku Pension Plan reported $1.0B in total assets and 742 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 116,472 plans)

Where Lg&e and Ku Pension Plan sits by assets

Lg&e and Ku Pension Plan sits in the top 5% of all filed plans by assets, $1.0B for 742 participants (~$1.4M/participant), down 8.1% in 2024.

$1.0B
total plan assets (2024 EOY): 742
covered participants: 98th
percentile by assets (of 116,472 plans): $1.4M
avg assets per participant

The plan reported a net loss of $90M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lg&e and Ku Pension Plan reported net income fell from -$2M in the plan year 2023 filing to -$90M in the plan year 2024 filing.
Lg&e and Ku Pension Plan reported participants fell from 833 in the plan year 2023 filing to 742 in the plan year 2024 filing.
Lg&e and Ku Pension Plan end-of-year assets fell from $1.1B in the plan year 2023 filing to $1.0B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Kentucky

Industry

Utilities

Lg&e and Ku Pension Plan vs the 2024 asset distribution

By assets, Lg&e and Ku Pension Plan outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 10x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$1.1B
Net Assets (End of Year)	$1.0B
Net Income	-$90M
Employer EIN	200523163
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lg&e and Ku Energy, LLC)

Total plan assets by year, all Lg&e and Ku Energy, LLC plans on file

Year	Plans	Participants	Total Assets
2022	2	4,372	$2.0B
2023	2	3,951	$2.0B
2024	2	3,867	$2.0B

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Lg&e and Ku Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants

Yum Brands Retirement Plan $711M · 2,572
Brown-Forman Corporation Salaried Employees Retirement Plan $478M · 1,237
Lexmark Retirement Growth Account Plan $313M · 606
Logan Aluminum Pension Plan $287M · 287
Link-Belt Construction Equipment Company Employees' Retirement Plan $216M · 92

Compare Lg&e and Ku Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Lg&e and Ku Pension Plan by total assets, not by location.

International UAW Staff Retirement Income Plan (MI) $1.0B · 542
U.a. Local No. 393 Defined Benefit Pension Plan (CA) $1.0B · 1,996
Cwa/Itu Negotiated Pension Plan (NJ) $1.0B · 1,473
Children's Hospital Corporation Pension Plan (MA) $1.0B · 10,249

Frequently Asked Questions

How did Lg&e and Ku Pension Plan assets move in 2024? ▼

Lg&e and Ku Pension Plan pulled back noticeably - down 8.1% during 2024, from $1.1B to $1.0B. Reported net income was -$90M.

How have Lg&e and Ku Energy, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lg&e and Ku Energy, LLC's sponsor-wide assets grew 3.7%, from $2.0B to $2.0B.

Where does Lg&e and Ku Pension Plan rank by assets among Form 5500 filers? ▼

Lg&e and Ku Pension Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Lg&e and Ku Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is International UAW Staff Retirement Income Plan in MI ($1.0B, 542 participants).

Next read for Lg&e and Ku Pension Plan

Scale reading

Ways to act on Lg&e and Ku Pension Plan's numbers.

By total assets, Lg&e and Ku Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Kentucky. Compare plans
Lg&e and Ku Energy, LLC's sponsor-wide assets have grown 3.7% since 2022 across 3 plan years on file. More Utilities plans

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 200523163.

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.