Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Association of Independent Kentucky Colleges and Universities Multiple Employer Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Association of Independent Kentucky Colleges and Universities · Kentucky · Educational Services

What the 2023 filing shows

Association of Independent Kentucky Colleges and Universities Multiple Employer Plan holds $81M for 742 participants — about $109,065 per participant.

$81M
total plan assets (2024 EOY)
742
covered participants
$109,065
avg assets per participant
$154K
reported net income
Total Assets (2023)
$81M
Participants
742
State
Industry
Educational Services

What the Filing Says About Association of Independent Kentucky Colleges and Universities Multiple Employer Plan

Association of Independent Kentucky Colleges and Universities Multiple Employer Plan is a Profit Sharing retirement plan sponsored by Association of Independent Kentucky Colleges and Universities, headquartered in Kentucky. As of the 2024 Form 5500 filing, the plan reports $81M in total end-of-year assets and covers 742 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 610655540, and the plan has been effective since 2024-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to $81M at year-end. Net assets (after liabilities) closed the year at $81M, with reported net income of $154K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$81M
Net Assets (End of Year)$81M
Net Income$154K
Plan TypeProfit Sharing
Employer EIN610655540
Plan Effective Date2024-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Association of Independent Kentucky Colleges and Universities Multiple Employer Plan?
As of the 2024 Form 5500 filing, Association of Independent Kentucky Colleges and Universities Multiple Employer Plan holds $81M in total assets with 742 participants. It is sponsored by Association of Independent Kentucky Colleges and Universities.
What type of plan is Association of Independent Kentucky Colleges and Universities Multiple Employer Plan?
Association of Independent Kentucky Colleges and Universities Multiple Employer Plan is a Profit Sharing plan. It has been effective since 2024-11-01. The plan is filed with the U.S. Department of Labor under EIN 610655540.
Who sponsors the Association of Independent Kentucky Colleges and Universities Multiple Employer Plan?
Association of Independent Kentucky Colleges and Universities Multiple Employer Plan is sponsored by Association of Independent Kentucky Colleges and Universities, located in Kentucky. The sponsor's EIN is 610655540 and the plan operates in the Educational Services industry.
How did Association of Independent Kentucky Colleges and Universities Multiple Employer Plan perform in 2024?
Association of Independent Kentucky Colleges and Universities Multiple Employer Plan held $81M in total assets at the end of 2024. Net income was $154K.
Where can I find official filings for Association of Independent Kentucky Colleges and Universities Multiple Employer Plan?
Official Form 5500 filings for Association of Independent Kentucky Colleges and Universities Multiple Employer Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 610655540 or plan name at efast.dol.gov.
How does Association of Independent Kentucky Colleges and Universities Multiple Employer Plan compare to other plans?
You can compare Association of Independent Kentucky Colleges and Universities Multiple Employer Plan against other Profit Sharing plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 610655540.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.