Plan5500

Winchester, 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, Winchester, KY has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $12,348,260 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

What stands out in Winchester

  • 8 loaded plans hold $12.3M in reported assets across 7 sponsors.
  • The largest, Palmer Engineering, Co. Employee Stock Ownership Plan & Trust Agreement, holds 73% of reported Winchester plan assets.
  • Plans cover 4,366 participants — about 546 per plan.
  • 38% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.3MSummed across loaded plans$12,327,573
Total reported assets$12.3M$12,348,260
Total reported participants4.4K4,366
Total reported liabilities$20.7K$20,687

Reported net position

Reported assets = net assets + liabilities (summed)$12.3M total assets
Net assets$12.3MLiabilities$20.7K
Contributions & income
Employer contributions$871.6K
Participant contributions$344.9K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$4.4M
Total expenses$4.4M
Net increase / (decrease)-$954K

Data coverage

Plans with financial statements3 / 8 (38%)
Plans with provider compensation1 / 8 (13%)

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

Winchester market comparison

Largest plan share of assets73%Palmer Engineering, Co. Employee Stock Ownership Plan & Trust Agreement
Participants per plan546Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Winchester

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

  1. 1
    Palmer Engineering, Co. Employee Stock Ownership Plan & Trust Agreement$9M
    Palmer Engineering Company · 2023
  2. 2
    Codell Construction Company 401(K) Plan$2.6M
    Codell Construction Company · 2023
  3. 3
    The Healy Mcdonald'S Savings And Retirement Program$758.7K
    Mcfutures, Inc. · 2023
  4. 4
    Freeman Corporation Health And Life Insurance Plannot reported in the loaded dataset
    The Freeman Corporation · 2023
  5. 5
    Ale 8 One Bottling Co., Inc. Employee Medical Plannot reported in the loaded dataset
    Ale 8 One Bottling Co., Inc. · 2023
  6. 6
    Colonial Lifenot reported in the loaded dataset
    Avf Solutions, LLC · 2023
  7. 7
    Kentucky Rural Electric Cooperative Employers Benefit Plannot reported in the loaded dataset
    East Kentucky Power Cooperative · 2023
  8. 8
    East Kentucky Power Cooperative Employee Benefits Plannot reported in the loaded dataset
    East Kentucky Power Cooperative · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Winchester, KY?
8 plan(s) reported by 7 sponsor(s) are loaded for Winchester, KY.

Related Form 5500 pages