Lexington, 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, Lexington, KY has 305 loaded benefit plan(s) reported by 204 plan sponsor(s), with $10,393,305,823 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 305
- Plan sponsors
- 204
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,393,305,823
- Total reported liabilities (EOY)
- $70,155,858
- Total reported net assets (EOY)
- $10,323,614,804
Contributions & income
- Employer contributions
- $473,479,919
- Participant contributions
- $208,006,361
- Total income / additions
- $2,143,267,072
Expenses & distributions
- Benefits paid / distributions
- $948,682,565
- Total expenses
- $983,162,897
- Net increase / (decrease)
- $1,160,104,175
Coverage
- Total reported participants
- 229,382
- Plans with financial statements
- 195
- Plans with provider compensation
- 137
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lexington, 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 |
|---|---|---|---|
| Valvoline LLC Defined Benefit Trust | Valvoline LLC | $1,498,009,267 | 2023 |
| Lexmark Savings Plan | Lexmark International | $1,205,127,047 | 2023 |
| Ashland Hercules Pension Plan | Valvoline LLC | $984,309,000 | 2023 |
| Unified Trust Stable Value Master Trust | American Trust Company | $652,189,678 | 2023 |
| Ashland Hercules Pension Plan Ii | Valvoline LLC | $468,812,000 | 2023 |
| Lexmark Retirement Growth Account Plan Master Trust | Lexmark International, Inc. | $358,110,110 | 2023 |
| Lexmark Retirement Growth Account Plan | Lexmark International, Inc. | $354,263,733 | 2023 |
| Tempur Sealy 401(K) Retirement Plan | Tempur-Pedic Management, LLC | $297,755,886 | 2023 |
| Valvoline 401(K) Plan | Valvoline Inc. | $296,784,450 | 2023 |
| Ibew Local 150 Supplemental Pension Fund | Trustees Under Ibew 150 Supplemental Pension Fund | $279,364,442 | 2023 |
| New Lexington Clinic, P.S.C. Savings And Profit Sharing Plan | New Lexington Clinic, P.S.C. | $250,643,576 | 2023 |
| Ibew Local 150 Pension Plan | Trustees Under Ibew Local 150 Pension Fund | $249,888,722 | 2023 |
| Valvoline Global Operations 401(K) Plan | Vgp Holdings LLC | $247,369,072 | 2023 |
| Link-Belt Construction Equipment Company Employees' Retirement Plan | Lbce Holdings, Inc. | $202,459,463 | 2023 |
| Gray Retirement Savings Plan | Gray Construction, Inc | $186,059,322 | 2023 |
| Stoll Keenon Ogden Profit Sharing Plan | Stoll Keenon Ogden Pllc | $159,806,267 | 2023 |
| Link-Belt Employees' Savings & Investment Plan | Lbce Holdings, Inc. | $144,913,907 | 2023 |
| Gray, Inc. Employee Stock Ownership Plan | Gray, Inc. | $126,524,729 | 2023 |
| Blackhawk Mining Retirement Savings Plan | Blackhawk Mining, LLC | $98,937,949 | 2023 |
| Central Retirement Savings Plan & Trust Agreement | Central Bancshares, Inc. | $96,948,156 | 2023 |
| United Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan | Board Of Trustees Of United Steelworkers Pension Trust Fund | $94,590,789 | 2023 |
| Plumbers & Steamfitters Local 577 Pension Plan | Board Of Trustees Plumbers & Steamfitters 577 Pension Plan | $93,312,607 | 2023 |
| Duf6 401(K) Defined Contribution Plan | Mid-America Conversion Services, LLC | $88,505,020 | 2023 |
| Employees' Thrift Plan Of Davis H. Elliot Company, Incorporated | Davis H. Elliot Company, Incorporated | $87,199,211 | 2023 |
| Plumbers & Steamfitters Local 248- Pension Trust Plan | Trustees Of Plumbers & Steamfitter Pension Trust Fund | $79,507,731 | 2023 |
Largest plans in Lexington → · Lexington plans by participants → · Lexington plans with financial data → · Lexington plans with provider compensation → · $1B+ plans in Lexington →
Related Form 5500 pages
- All KY Form 5500 filings
- Valvoline LLC Defined Benefit Trust (plan 004)
- Valvoline LLC — all reported plans
- Lexmark Savings Plan (plan 002)
- Lexmark International — all reported plans
- Ashland Hercules Pension Plan (plan 001)
- Unified Trust Stable Value Master Trust (plan 008)
- American Trust Company — all reported plans
- Ashland Hercules Pension Plan Ii (plan 005)
- Lexmark Retirement Growth Account Plan Master Trust (plan 004)
- Lexmark Retirement Growth Account Plan (plan 001)
- Tempur Sealy 401(K) Retirement Plan (plan 001)
- Tempur-Pedic Management, LLC — all reported plans
- Valvoline 401(K) Plan (plan 002)
- Valvoline Inc. — all reported plans
- Ibew Local 150 Supplemental Pension Fund (plan 002)
- Trustees Under Ibew 150 Supplemental Pension Fund — all reported plans
- New Lexington Clinic, P.S.C. Savings And Profit Sharing Plan (plan 001)
- New Lexington Clinic, P.S.C. — all reported plans
- Ibew Local 150 Pension Plan (plan 001)
- Trustees Under Ibew Local 150 Pension Fund — all reported plans
- Valvoline Global Operations 401(K) Plan (plan 001)
- Vgp Holdings LLC — all reported plans
- Link-Belt Construction Equipment Company Employees' Retirement Plan (plan 001)
- Lbce Holdings, Inc. — all reported plans
- Gray Retirement Savings Plan (plan 001)
- Gray Construction, Inc — all reported plans
- Methodology
- Data sources