Plan5500

Owenton, 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, Owenton, KY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $31,268,118 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 Owenton

  • 2 loaded plans hold $31.3M in reported assets across 1 sponsors.
  • The largest, Owen Electric Cooperative Employee Savings And Protection Plan, holds 100% of reported Owenton plan assets.
  • Plans cover 265 participants — about 133 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$31.3MSummed across loaded plans$31,268,118
Total reported assets$31.3M$31,268,118
Total reported participants265
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$31.3M total assets
Net assets$31.3MLiabilities$0
Contributions & income
Employer contributions$452.1K
Participant contributions$989.4K
Total income / additions$6.9M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$5.2M

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 Owenton, 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

Owenton market comparison

Largest plan share of assets100%Owen Electric Cooperative Employee Savings And Protection Plan
Participants per plan133Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Owenton

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

  1. 1
    Owen Electric Cooperative Employee Savings And Protection Plan$31.3M
    Owen Electric Cooperative, Inc. · 2023
  2. 2
    Owen Electric Cooperative, Inc. Employee Benefits Plannot reported in the loaded dataset
    Owen Electric Cooperative · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages