Defined Benefit (Pension) · DOL Form 5500 · 2024

Lg&e and Ku Energy, LLC Pension Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
742
Participants Near avg headcount
98th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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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.

  • #645 in Utilities (732 peers)

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.

#645
in Utilities (732 peers)
-8.1%
assets change YoY
10×
vs typical plan assets (national mean)

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's outsized position by total assets

Lg&e and Ku Pension Plan vs every filed plan by assets

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

$1,022,111,396 Top 2% higher than 98% 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

Lg&e and Ku Pension 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. Lg&e and Ku Pension Plan sits mid-pack in the medium band (742 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 200523163 · Lg&e and Ku Energy, LLC PY 2024 · Defined Benefit (Pension)

Lg&e and Ku Pension Plan · $1.0B · 742 · 98th

  • EBSA $1.0B
  • EBSA 742
  • EBSA 98th
  • EBSA Defined Benefit (Pension)
  • EBSA near Metal Trades Branch Local 638 Pension Fund
  • EBSA ind #645

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 Utilities retirement plans → · Plans in Kentucky →

Lg&e and Ku Pension Plan in the asset neighbourhood

U.a. Local No. 393 Defined Benefit Pension PlanU.a. Local No. 393 Defined B…$1.0BCwa/Itu Negotiated Pension PlanCwa/Itu Negotiated Pension P…$1.0BLg&e and Ku Pension Plan$1.0BMetal Trades Branch Local 638 Pension FundMetal Trades Branch Local 63…$1.0BInternational UAW Staff Retirement Income PlanInternational UAW Staff Reti…$1.0B
End-of-year total assets ($B) among Lg&e and Ku Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.0B
Net Income-$90M
Employer EIN200523163
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Lg&e and Ku Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 3.663468503894085% vs 2022
2024 filing year
$1.95B$2B$2.05B 202220232024 $1.97B $2.04B ▲ +3.6%
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 Scatter plot of 6 data points. -10000100020003000 0.20.40.60.811.2 Total assets ($B) Participants Lg&e and Ku Pension Plan, Total assets ($B): 1.022111396 · Participants: 742Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.924092 · Participants: 43Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.711228 · Participants: 2572Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.477947218 · Participants: 1237Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.441399 · Participants: 69Ashland Hercules Pension Plan IILexmark Retirement Growth Account Plan, Total assets ($B): 0.313218657 · Participants: 606Lexmark Retirement Growth Account Plan
Lg&e and Ku Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Lg&e and Ku Pension Plan side-by-side with 3 peers →

Lg&e and Ku Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Metal Trades Branch Local 638 Pension Fund in NY ($1.0B); by covered participants it is Ingredion Pension Plan in IL (741 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (742 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 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 123,622 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 Metal Trades Branch Local 638 Pension Fund in NY ($1.0B, 3,333 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lg&e and Ku Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ingredion Pension Plan in IL (741 participants, $316M 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 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.