401(k) · DOL Form 5500 · 2024
Sacred Heart Schools, Inc. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 285
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $85,267
- Avg per participant Below avg balance/head
Official DOL plan name: Sacred Heart Schools, Inc. 401(k) Plan · Sponsored by Sacred Heart Schools, Inc. · Kentucky · Educational Services
$24M in assets, 285 participants
Sacred Heart Schools, Inc.'s Sacred Heart Schools, Inc. 401(k) Plan reported $24M in total assets and 285 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #2,096 in Educational Services (3,638 peers)
Coverage in Kentucky
Sacred Heart Schools, Inc. 401(k) Plan covers 285 participants in Kentucky, about 44% of the average Kentucky filer (state average ~647 per filing). Assets: $24M.
- #2,096
- in Educational Services (3,638 peers)
- +13.6%
- assets growth YoY
Sacred Heart Schools, Inc. 401(k) Plan's outsized position by total assets
Sacred Heart Schools, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,300,965 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sacred Heart Schools, Inc. 401(k) 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. Sacred Heart Schools, Inc. 401(k) Plan sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sacred Heart Schools, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Sacred Heart Schools, Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Sacred Heart Schools, Inc. 401(k) Plan reported participants rose from 274 in the plan year 2023 filing to 285 in the plan year 2024 filing.
DOL schedule card
Filing strip 611181710 · Sacred Heart Schools, Inc. PY 2024 · 401(k)
Sacred Heart Schools, Inc. 401(k) Plan · $24M · 285 · 74th
- EIN $24M
- EIN 285
- EIN 74th
- EIN 401(k)
- EIN near Kpmg Puerto Rico Capital Accumulation Plan
- EIN ind #2096
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 →
Sacred Heart Schools, Inc. 401(k) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 611181710 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sacred Heart Schools, Inc.)
Sponsor-wide plan assets over time
All Sacred Heart Schools, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 39.421658323214196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 268 | $17M |
| 2023 | 1 | 274 | $21M |
| 2024 | 1 | 285 | $24M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Sacred Heart Schools, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Kpmg Puerto Rico Capital Accumulation Plan in NJ ($24M); by covered participants it is Wright & Filippis, Inc. 401(k) Retirement Plan in MI (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Kpmg Puerto Rico Capital Accumulation Plan (NJ) $24M · 90
- Rbc Employee Retirement Plan (VA) $24M · N/A
- Piramal Critical Care, Inc. 401(k) Plan (PA) $24M · 201
- Digiflight, Inc. 401(k) Plan (MD) $24M · 248
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Wright & Filippis, Inc. 401(k) Retirement Plan (MI) 285 · 0 off
- Mineral, Inc. 401(k) Plan (CA) 285 · 0 off
- Jetson Mailer 401(k) Plan (IL) 285 · 0 off
- Gulf Coast Community Services Association 401(k) Plan (TX) 285 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.