401(k) · DOL Form 5500 · 2024
Lg&e and Ku Energy LLC 401(k) Plan
Data updated 2026-07-24
- $1.0B
- Total assets
- 3,125
- Participants
- 98th
- Percentile by assets
- $324,932
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
Coverage in Kentucky
Lg&e and Ku Savings Plan covers 3,125 participants in Kentucky, 4.8x the typical Kentucky plan (state average ~658 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2024 EOY)
- 3,125
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $324,932
- avg assets per participant
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.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 658 participants across 1,242 plans. Lg&e and Ku Savings Plan reports 3,125 participants - 4.8x that state average ($1.0B EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $919M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $119M |
| Employer EIN | 200523163 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lg&e and Ku Energy LLC)
| 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
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lg&e and Ku Savings Plan by total assets, not by location.
- Heico Savings and Investment Plan (FL) $1.0B · 6,503
- United Launch Alliance 401(k) Savings and Retirement Plan (CO) $1.0B · 2,834
- Maersk Savings Plan (NJ) $1.0B · 10,357
- Mutual of Omaha 401(k) Retirement Savings Plan (NE) $1.0B · 5,814
Frequently Asked Questions
How did Lg&e and Ku Savings Plan assets move in 2024? ▼
How have Lg&e and Ku Energy LLC plan assets changed over time? ▼
Where does Lg&e and Ku Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lg&e and Ku Savings Plan? ▼
Next read for Lg&e and Ku Savings Plan
Filing takeaways
Ways to act on Lg&e and Ku Savings Plan's numbers.
- By total assets, Lg&e and Ku Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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.