Plan5500

Midway, 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, Midway, KY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $15,918,821 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Midway

  • 2 loaded plans hold $15.9M in reported assets across 1 sponsors.
  • The largest, Midway University Retirement Plan, holds 100% of reported Midway plan assets.
  • Plans cover 632 participants — about 316 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.9MSummed across loaded plans$15,918,821
Total reported assets$15.9M$15,918,821
Total reported participants632
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$15.9M total assets
Net assets$15.9MLiabilities—
Contributions & income
Employer contributions$244.6K
Participant contributions$447.2K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Midway, 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.

Computed from loaded plans

Midway market comparison

Largest plan share of assets100%Midway University Retirement Plan
Participants per plan316Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Midway

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Midway University Retirement Plan$15.9M
    Midway University, Inc. · 2023
  2. 2
    Midway University Health Benefit Programnot reported in the loaded dataset
    Midway University · 2023

Largest plans in Midway → · Midway plans by participants → · Midway plans with financial data → · Midway plans with provider compensation → · $1B+ plans in Midway →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Midway, KY?
2 plan(s) reported by 1 sponsor(s) are loaded for Midway, KY.

Related Form 5500 pages