401(k) · DOL Form 5500 · 2024

Lg&e and Ku Energy LLC 401(k) Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
3,125
Participants Above avg headcount
98th
Percentile by assets National rank
$324,932
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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

$1.0B in assets, 3,125 participants

Lg&e and Ku Energy LLC's Lg&e and Ku Savings Plan reported $1.0B in total assets and 3,125 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.

  • #643 in Utilities (732 peers)

Coverage in Kentucky

Lg&e and Ku Savings Plan covers 3,125 participants in Kentucky, 4.8x the typical Kentucky plan (state average ~647 per filing). Assets: $1.0B.

#643
in Utilities (732 peers)
+10.5%
assets growth YoY
10×
vs typical plan assets (national mean)

Lg&e and Ku Savings Plan's outsized position by total assets

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

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

$1,015,412,684 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 Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lg&e and Ku Savings Plan lands in the large band (3,125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lg&e and Ku Savings Plan end-of-year assets rose from $919M in the plan year 2023 filing to $1.0B in the plan year 2024 filing.
  • Lg&e and Ku Savings Plan reported net income fell from $126M in the plan year 2023 filing to $119M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 200523163 · Lg&e and Ku Energy LLC PY 2024 · 401(k)

Lg&e and Ku Savings Plan · $1.0B · 3,125 · 98th

  • PHOTO $1.0B
  • PHOTO 3,125
  • PHOTO 98th
  • PHOTO 401(k)
  • PHOTO near Heico Savings and Investment Plan
  • PHOTO ind #643

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 Savings Plan in the asset neighbourhood

Lg&e and Ku Savings Plan$1.0BHeico Savings and Investment PlanHeico Savings and Investment…$1.0BMaersk Savings Plan$1.0BMutual of Omaha 401(k) Retirement Savings PlanMutual of Omaha 401(k) Retir…$1.0BUnited Launch Alliance 401(k) Savings and Retirement PlanUnited Launch Alliance 401(k…$1.0B
End-of-year total assets ($B) among Lg&e and Ku Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$919M
Net Assets (End of Year)$1.0B
Net Income$119M
Employer EIN200523163
Plan Effective Date1987-04-01
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 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lg&e and Ku Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants Lg&e and Ku Savings Plan, Total assets ($B): 1.015412684 · Participants: 3125Lg&e and Ku Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Lg&e and Ku Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Lg&e and Ku Savings Plan side-by-side with 3 peers →

Lg&e and Ku Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Heico Savings and Investment Plan in FL ($1.0B); by covered participants it is Hp Hood LLC Retirement Savings Plan in MA (3,125 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 (3,125 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 Savings Plan assets move in 2024? ▼
Lg&e and Ku Savings Plan grew at a solid clip - up 10.5% during 2024, from $919M to $1.0B. Reported net income was $119M.
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 Savings Plan rank by assets among Form 5500 filers? ▼
Lg&e and Ku Savings 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 401(k) plans are similar in size to Lg&e and Ku Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heico Savings and Investment Plan in FL ($1.0B, 6,503 participants).
Which 401(k) plans cover a similar participant headcount to Lg&e and Ku Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hp Hood LLC Retirement Savings Plan in MA (3,125 participants, $452M 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.