Other · DOL Form 5500 · 2024

Spalding University Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
613
Participants Below avg headcount
78th
Percentile by assets National rank
$53,059
Avg per participant Low balance/head
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Official DOL plan name: Spalding University Defined Contribution Retirement Plan · Sponsored by Spalding University · Kentucky · Educational Services

$33M in assets, 613 participants

Spalding University's Spalding University Defined Contribution Retirement Plan reported $33M in total assets and 613 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,310 in Educational Services (3,638 peers)

Where Spalding University Defined Contribution Retirement Plan sits by assets

Spalding University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 613 participants (~$53,059/participant), down 24.2% in 2024.

#2,310
in Educational Services (3,638 peers)
-24.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

Spalding University Defined Contribution Retirement Plan's outsized position by total assets

Spalding University Defined Contribution Retirement Plan vs every filed plan by assets

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

$32,525,181 Top 22% higher than 78% 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

Spalding University Defined Contribution Retirement 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. Spalding University Defined Contribution Retirement Plan sits mid-pack in the medium band (613 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spalding University Defined Contribution Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Spalding University Defined Contribution Retirement Plan reported participants rose from 436 in the plan year 2023 filing to 613 in the plan year 2024 filing.
  • Spalding University Defined Contribution Retirement Plan end-of-year assets fell from $43M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 610444780 · Spalding University PY 2024 · Other

Spalding University Defined Contribution Retirement Plan · $33M · 613 · 78th

  • BOOK $33M
  • BOOK 613
  • BOOK 78th
  • BOOK Other
  • BOOK near Bancroft School DC Retirement Plan
  • BOOK ind #2310

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 Educational Services retirement plans → · Plans in Kentucky →

Spalding University Defined Contribution Retirement Plan in the asset neighbourhood

The Walker School Defined Contribution Retirement PlanThe Walker School Defined Co…$33MRocky Mountain College Defined Contribution Retirement PlanRocky Mountain College Defin…$33MSpalding University Defined Contribution Retirement PlanSpalding University Defined …$33MBancroft School DC Retirement PlanBancroft School DC Retiremen…$33MFoundation for the Carolinas DC PlanFoundation for the Carolinas…$32M
End-of-year total assets ($M) among Spalding University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN610444780
Plan Effective Date1967-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spalding University)

Sponsor-wide plan assets over time

All Spalding University plans reported in each filing year

Latest sponsor-wide plan assets
$33M 21.97435193073002% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $41.7M $32.5M ▼ -22.0%
Year Plans Participants Total Assets
2022 1 604 $42M
2023 1 436 $43M
2024 1 613 $33M

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Spalding University Defined Contribution Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Spalding University Defined Contribution Retirement Plan, Total assets ($B): 0.032525181 · Participants: 613Spalding University Defined Contribution Retirement PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 2.274518139 · Participants: 21863Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.156320612 · Participants: 0Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.548729286 · Participants: 3633Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.498958779 · Participants: 3367Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.452526825 · Participants: 3350Electrical Workers Local 369 Retirement Fund
Spalding University Defined Contribution Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Spalding University Defined Contribution Retirement Plan side-by-side with 3 peers →

Spalding University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Bancroft School DC Retirement Plan in MA ($33M); by covered participants it is Valley-Wide Health Systems, Inc. 403(b) Plan in CO (613 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (613 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 Spalding University Defined Contribution Retirement Plan assets move in 2024? ▼
Spalding University Defined Contribution Retirement Plan declined sharply - down 24.2% during 2024, from $43M to $33M. Reported net income was $3M.
How have Spalding University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spalding University's sponsor-wide assets declined 22.0%, from $42M to $33M.
Where does Spalding University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Spalding University Defined Contribution Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Spalding University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bancroft School DC Retirement Plan in MA ($33M, 111 participants).
Which Other plans cover a similar participant headcount to Spalding University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Valley-Wide Health Systems, Inc. 403(b) Plan in CO (613 participants, $30M 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 610444780.

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.