Bowling Green, KY Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bowling Green, KY has 82 loaded benefit plan(s) reported by 51 plan sponsor(s), with $3,731,170,440 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 82
- Plan sponsors
- 51
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,731,170,440
- Total reported liabilities (EOY)
- $350,993,145
- Total reported net assets (EOY)
- $3,380,177,295
Contributions & income
- Employer contributions
- $78,942,818
- Participant contributions
- $52,745,374
- Total income / additions
- $699,281,628
Expenses & distributions
- Benefits paid / distributions
- $226,470,908
- Total expenses
- $242,372,239
- Net increase / (decrease)
- $456,909,389
Coverage
- Total reported participants
- 74,779
- Plans with financial statements
- 41
- Plans with provider compensation
- 27
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bowling Green, KY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Houchens Industries, Inc. Employee Stock Ownership Plan | Houchens Industries, Inc. | $2,325,722,921 | 2023 |
| Fruit Of The Loom 401(K) Retirement Savings Plan | Union Underwear Company, Inc | $248,948,880 | 2023 |
| Commonwealth Health Corporation Restated Retirement Plan | Commonwealth Health Corporation Restated Retirement Plan | $185,167,560 | 2023 |
| Graves-Gilbert Clinic Revised Profit Sharing Plan | Gilbert, Barbee, Moore & Mcilvoy, P.S.C. | $170,613,545 | 2023 |
| Sumitomo Electric Wiring Systems, Inc. 401(K) Retirement Savings Plan | Sumitomo Electric Wiring Systems, Inc. | $170,100,972 | 2023 |
| Commonwealth Health Corporation 403(B) Plan | Commonwealth Health Corporation | $92,174,376 | 2023 |
| Commonwealth Health Corporation Retirement Savings Plan | Commonwealth Health Corporation | $83,146,170 | 2023 |
| Holley Performance Products, Inc Retirement Accumulation Plan | Holley Performance Products, Inc | $82,637,050 | 2023 |
| Rcss Holdings, Inc. Employee Stock Ownership Plan | Rcss Holdings, Inc. | $56,161,346 | 2023 |
| Owl'S Head Alloys Employee Stock Ownership Plan | Owl'S Head Alloys, Inc. | $53,551,461 | 2023 |
| The Murphy Construction Group Employee Stock Ownership Plan | Murphy Construction Group | $35,098,800 | 2023 |
| Raffertys, Inc. Employee Stock Ownership Plan | Raffertys, Inc. | $34,561,404 | 2023 |
| Nasco 401(K) Savings & Pension Plan | Nasco, Inc. | $31,197,198 | 2023 |
| Integrated Management Services 401(K) Plan | Integrated Management Services | $20,080,102 | 2023 |
| Scott And Murphy, Inc. Profit Sharing Plan | Scott And Murphy, Inc. | $18,915,640 | 2023 |
| Trace Die Cast, Inc. 401(K) Profit Sharing Retirement Plan | Trace Die Cast, Inc. | $11,766,986 | 2023 |
| Rcss Holdings, Inc. 401(K) Plan | Rcss Holdings, Inc. | $11,600,540 | 2023 |
| Anesthesia & Pain Specialists Of Bowling Green Plc 401(K) Profit Sharing Plan | Anesthesia & Pain Specialists Of Bowling Green, Plc | $10,798,488 | 2023 |
| Hughes & Coleman LLC 401(K) Plan | Hughes & Coleman Pllc | $9,551,443 | 2023 |
| Education & Training Resources, LLC 401k Plan | Education & Training Resources | $9,526,011 | 2023 |
| Kobe Aluminum Automotive Products, LLC Retirement Savings Plan | Kobe Aluminum Automotive Products, LLC | $8,968,372 | 2023 |
| Martin Management Group, Inc. 401(K) Plan | Martin Management Group, Inc. | $8,415,476 | 2023 |
| Bando Usa, Inc. 401(K) Plan | Bando Usa, Inc. | $8,096,486 | 2023 |
| Wendy'S Employee Investment Plan | Wendys Of Bowling Green, Inc. | $7,856,611 | 2023 |
| Scotty'S Contracting & Stone, LLC Retirement Savings Prevailing Wage Plan | Scotty'S Contracting & Stone, LLC | $7,106,379 | 2023 |
Largest plans in Bowling Green → · Bowling Green plans by participants → · Bowling Green plans with financial data → · Bowling Green plans with provider compensation → · $1B+ plans in Bowling Green →
Related Form 5500 pages
- All KY Form 5500 filings
- Houchens Industries, Inc. Employee Stock Ownership Plan (plan 001)
- Houchens Industries, Inc. — all reported plans
- Fruit Of The Loom 401(K) Retirement Savings Plan (plan 004)
- Union Underwear Company, Inc — all reported plans
- Commonwealth Health Corporation Restated Retirement Plan (plan 001)
- Commonwealth Health Corporation Restated Retirement Plan — all reported plans
- Graves-Gilbert Clinic Revised Profit Sharing Plan (plan 002)
- Gilbert, Barbee, Moore & Mcilvoy, P.S.C. — all reported plans
- Sumitomo Electric Wiring Systems, Inc. 401(K) Retirement Savings Plan (plan 001)
- Sumitomo Electric Wiring Systems, Inc. — all reported plans
- Commonwealth Health Corporation 403(B) Plan (plan 005)
- Commonwealth Health Corporation Retirement Savings Plan (plan 002)
- Holley Performance Products, Inc Retirement Accumulation Plan (plan 003)
- Holley Performance Products, Inc — all reported plans
- Rcss Holdings, Inc. Employee Stock Ownership Plan (plan 003)
- Rcss Holdings, Inc. — all reported plans
- Owl'S Head Alloys Employee Stock Ownership Plan (plan 002)
- Owl'S Head Alloys, Inc. — all reported plans
- The Murphy Construction Group Employee Stock Ownership Plan (plan 002)
- Murphy Construction Group — all reported plans
- Raffertys, Inc. Employee Stock Ownership Plan (plan 001)
- Raffertys, Inc. — all reported plans
- Nasco 401(K) Savings & Pension Plan (plan 001)
- Nasco, Inc. — all reported plans
- Integrated Management Services 401(K) Plan (plan 001)
- Integrated Management Services — all reported plans
- Scott And Murphy, Inc. Profit Sharing Plan (plan 001)
- Scott And Murphy, Inc. — all reported plans
- Methodology
- Data sources