Louisville, 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, Louisville, KY has 693 loaded benefit plan(s) reported by 430 plan sponsor(s), with $34,945,988,413 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 693
- Plan sponsors
- 430
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $34,945,988,413
- Total reported liabilities (EOY)
- $189,430,666
- Total reported net assets (EOY)
- $34,757,989,006
Contributions & income
- Employer contributions
- $1,199,477,365
- Participant contributions
- $1,576,659,629
- Total income / additions
- $8,189,334,868
Expenses & distributions
- Benefits paid / distributions
- $3,512,922,228
- Total expenses
- $3,579,534,843
- Net increase / (decrease)
- $4,609,800,025
Coverage
- Total reported participants
- 1,048,917
- Plans with financial statements
- 411
- Plans with provider compensation
- 292
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Louisville, 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 |
|---|---|---|---|
| Humana Retirement Savings Plan | Humana Inc. | $7,374,962,984 | 2023 |
| Ups/Ipa Defined Contribution Money Purchase Pension Plan | United Parcel Service Company | $2,177,270,606 | 2023 |
| Norton Healthcare 403(B) Retirement Savings Plan | Norton Healthcare, Inc. | $1,901,752,524 | 2023 |
| Ups/Ipa 401(K) Savings Plan | United Parcel Service Company | $1,324,958,147 | 2023 |
| Scionhealth 401(K) Plan | Knight Health Holdings LLC D/B/A Scionhealth | $1,221,134,526 | 2023 |
| Baptist Health Thrift Plan | Baptist Healthcare System, Inc. | $1,121,172,219 | 2023 |
| Lg&E And Ku Pension Plan | Lg&E And Ku Energy, LLC | $1,112,165,749 | 2023 |
| Lg&E And Ku Savings Plan | Lg&E And Ku Energy LLC | $918,603,641 | 2023 |
| Yum Brands 401k Plan | Yum Brands, Inc. | $911,059,058 | 2023 |
| Yum Brands Retirement Plan | Yum Brands, Inc. | $734,224,000 | 2023 |
| Brightspring Health Services Retirement Savings Plan | Brightspring Health Services | $721,571,120 | 2023 |
| My Savings Plan | Haier Us Appliance Solutions, Inc. | $701,106,481 | 2023 |
| Baptist Health 401(K) Plan | Baptist Healthcare System, Inc. | $646,191,273 | 2023 |
| Brown-Forman Corporation Savings Plan | Brown-Forman Corporation | $631,006,051 | 2023 |
| Brown-Forman Corporation Master Retirement Trust | Brown-Forman Corporation | $602,517,924 | 2023 |
| Ups/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan | United Parcel Service Company | $550,201,824 | 2023 |
| Brown-Forman Corporation Salaried Employees Retirement Plan | Brown-Forman Corporation | $499,207,588 | 2023 |
| Electrical Workers Local 369 Retirement Fund | Electrical Workers Local 369 Retirement Fund | $488,483,498 | 2023 |
| Uofl Health 401(K) Plan | Uofl Health, Inc. | $466,419,829 | 2023 |
| Frost Brown Todd Llp Master Trust | Frost Brown Todd Llp | $461,887,026 | 2023 |
| Ups/Ibt Local 2727 401(K) Plan | United Parcel Service Company | $445,881,819 | 2023 |
| Wieland North America, Inc. Retirement Savings Plan | Wieland North America, Inc. | $367,898,857 | 2023 |
| Frost Brown Todd Llp Retirement Savings Plan | Frost Brown Todd Llp | $315,364,154 | 2023 |
| Centerwell Home Health 401(K) Savings Plan | Humana Inc. | $273,768,917 | 2023 |
| Humana Partnership Savings Plan | Humana Inc. | $268,343,229 | 2023 |
Largest plans in Louisville → · Louisville plans by participants → · Louisville plans with financial data → · Louisville plans with provider compensation → · $1B+ plans in Louisville →
Related Form 5500 pages
- All KY Form 5500 filings
- Humana Retirement Savings Plan (plan 002)
- Humana Inc. — all reported plans
- Ups/Ipa Defined Contribution Money Purchase Pension Plan (plan 002)
- United Parcel Service Company — all reported plans
- Norton Healthcare 403(B) Retirement Savings Plan (plan 002)
- Norton Healthcare, Inc. — all reported plans
- Ups/Ipa 401(K) Savings Plan (plan 003)
- Scionhealth 401(K) Plan (plan 001)
- Knight Health Holdings LLC D/B/A Scionhealth — all reported plans
- Baptist Health Thrift Plan (plan 003)
- Baptist Healthcare System, Inc. — all reported plans
- Lg&E And Ku Pension Plan (plan 006)
- Lg&E And Ku Energy, LLC — all reported plans
- Lg&E And Ku Savings Plan (plan 005)
- Yum Brands 401k Plan (plan 003)
- Yum Brands, Inc. — all reported plans
- Yum Brands Retirement Plan (plan 333)
- Brightspring Health Services Retirement Savings Plan (plan 004)
- Brightspring Health Services — all reported plans
- My Savings Plan (plan 001)
- Haier Us Appliance Solutions, Inc. — all reported plans
- Baptist Health 401(K) Plan (plan 002)
- Brown-Forman Corporation Savings Plan (plan 006)
- Brown-Forman Corporation — all reported plans
- Brown-Forman Corporation Master Retirement Trust (plan 001)
- Brown-Forman Corporation — all reported plans
- Methodology
- Data sources