Covington, 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, Covington, KY has 45 loaded benefit plan(s) reported by 32 plan sponsor(s), with $744,836,807 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 45
- Plan sponsors
- 32
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $744,836,807
- Total reported liabilities (EOY)
- $7,547,268
- Total reported net assets (EOY)
- $737,289,539
Contributions & income
- Employer contributions
- $19,208,596
- Participant contributions
- $38,003,598
- Total income / additions
- $159,478,836
Expenses & distributions
- Benefits paid / distributions
- $59,095,942
- Total expenses
- $61,005,044
- Net increase / (decrease)
- $98,473,792
Coverage
- Total reported participants
- 18,351
- Plans with financial statements
- 26
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Covington, 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 |
|---|---|---|---|
| Pro Mach, Inc. Retirement Savings Plan | Pro Mach, Inc. | $384,272,540 | 2023 |
| Cti Clinical Trial Services, Inc. 401(K) Plan | Cti - Clinical Trial Services, Inc. | $75,383,255 | 2023 |
| Tier 1 Performance Solutions Employee Stock Ownership Plan | Tier1 Impact Pbc, Inc. | $53,121,178 | 2023 |
| Tier 1 Performance Solutions, LLC 401(K) Plan | Tier 1 Performance Solutions, LLC | $34,712,756 | 2023 |
| Corporex Family Of Companies 401(K) Plan | Corporex Realty & Investment LLC | $26,658,327 | 2023 |
| Dressman, Benzinger & Lavelle, P.S.C. 401(K) Profit Sharing Plan | Dressman, Benzinger & Lavelle, P.S.C. | $26,008,208 | 2023 |
| Hilltop Basic Resources, Inc. 401(K) Retirement Savings Plan | Hilltop Basic Resources, Inc | $15,943,682 | 2023 |
| Renaissance Investment Management Employees' 401(K) Plan | The Renaissance Group LLC | $14,939,598 | 2023 |
| Lb Industries, Inc. Profit Sharing Plan | Lb Industries, Inc. | $13,647,259 | 2023 |
| R.A. Jones & Co. Inc. Company Funded Defined Benefit Plan | R.A Jones & Co. Inc. | $12,299,501 | 2023 |
| Atkins & Pearce Retirement Plan | Atkins & Pearce, Inc. | $10,916,645 | 2023 |
| Healthpoint Family Care, Inc. 401(K) Plan | Healthpoint Family Care, Inc. | $10,485,240 | 2023 |
| 403(B) Thrift Plan Of Learning Grove, Inc. | Learning Grove, Inc. | $10,176,941 | 2023 |
| Blau Mechanical Employee Profit Sharing Trust | Blau Mechanical, Inc. | $9,664,448 | 2023 |
| Data Intensity LLC 401(K) Retirement Plan | Data Intensity LLC | $8,212,787 | 2023 |
| Atkins & Pearce 401 (K) Plan | Atkins & Pearce 401(K) Plan | $7,349,219 | 2023 |
| C & B Marine, LLC 401(K) Plan | C & B Marine, LLC | $7,147,659 | 2023 |
| Gravity Diagnostics LLC 401(K) Plan | Gravity Diagnostics LLC | $6,566,925 | 2023 |
| M&M Service Station Equipment Specialist, Inc. 401(K) Retirement Plan | M & M/Mid-Valley Supply, Inc. | $4,415,029 | 2023 |
| Post Production Services, Inc. 401(K) Retirement Savings Plan | Post Production Services, Inc. | $4,089,321 | 2023 |
| American Sound & Electronics, Inc. 401(K) Plan | American Sound & Electronics, Inc. | $2,567,338 | 2023 |
| Childrens Home Of Northern Kentucky 403b Plan | Childrens Home Of Northern Kentucky, Inc. | $2,228,805 | 2023 |
| Promevo 401(K) Plan | Promevo, LLC | $1,796,712 | 2023 |
| Systems Insight, Inc. 401(K) Retirement Savings Plan | Systems Insight Inc | $1,622,281 | 2023 |
| Saresky Enterprises, Inc. 401(K) Profit Sharing Plan | Saresky Enterprises, Inc. | $385,280 | 2023 |
Largest plans in Covington → · Covington plans by participants → · Covington plans with financial data → · Covington plans with provider compensation → · $1B+ plans in Covington →
Related Form 5500 pages
- All KY Form 5500 filings
- Pro Mach, Inc. Retirement Savings Plan (plan 002)
- Pro Mach, Inc. — all reported plans
- Cti Clinical Trial Services, Inc. 401(K) Plan (plan 001)
- Cti - Clinical Trial Services, Inc. — all reported plans
- Tier 1 Performance Solutions Employee Stock Ownership Plan (plan 002)
- Tier1 Impact Pbc, Inc. — all reported plans
- Tier 1 Performance Solutions, LLC 401(K) Plan (plan 001)
- Tier 1 Performance Solutions, LLC — all reported plans
- Corporex Family Of Companies 401(K) Plan (plan 001)
- Corporex Realty & Investment LLC — all reported plans
- Dressman, Benzinger & Lavelle, P.S.C. 401(K) Profit Sharing Plan (plan 001)
- Dressman, Benzinger & Lavelle, P.S.C. — all reported plans
- Hilltop Basic Resources, Inc. 401(K) Retirement Savings Plan (plan 003)
- Hilltop Basic Resources, Inc — all reported plans
- Renaissance Investment Management Employees' 401(K) Plan (plan 001)
- The Renaissance Group LLC — all reported plans
- Lb Industries, Inc. Profit Sharing Plan (plan 002)
- Lb Industries, Inc. — all reported plans
- R.A. Jones & Co. Inc. Company Funded Defined Benefit Plan (plan 003)
- R.A Jones & Co. Inc. — all reported plans
- Atkins & Pearce Retirement Plan (plan 001)
- Atkins & Pearce, Inc. — all reported plans
- Healthpoint Family Care, Inc. 401(K) Plan (plan 002)
- Healthpoint Family Care, Inc. — all reported plans
- 403(B) Thrift Plan Of Learning Grove, Inc. (plan 002)
- Learning Grove, Inc. — all reported plans
- Blau Mechanical Employee Profit Sharing Trust (plan 001)
- Blau Mechanical, Inc. — all reported plans
- Data Intensity LLC 401(K) Retirement Plan (plan 001)
- Data Intensity LLC — all reported plans
- Methodology
- Data sources