KY Form 5500 retirement and benefit plan filings
State 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, KY has 2,288 loaded benefit plan(s) reported by 1,481 plan sponsor(s), with $73,022,343,209 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 2,288
- Plan sponsors
- 1,481
- Total reported assets (EOY)
- $73,022,343,209
- Latest filing year
- 2023
Cities by loaded plan count
- Louisville, KY — 693 plan(s)
- Lexington, KY — 305 plan(s)
- Bowling Green, KY — 82 plan(s)
- Owensboro, KY — 71 plan(s)
- Paducah, KY — 52 plan(s)
- Covington, KY — 45 plan(s)
- Erlanger, KY — 39 plan(s)
- Elizabethtown, KY — 34 plan(s)
- Georgetown, KY — 34 plan(s)
- Florence, KY — 33 plan(s)
- Frankfort, KY — 30 plan(s)
- Bardstown, KY — 29 plan(s)
- Hopkinsville, KY — 29 plan(s)
- Hebron, KY — 27 plan(s)
- Nicholasville, KY — 21 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Commonspirit Health 401(K) Retirement Savings Plan | Commonspirit Health | Erlanger | $7,871,320,063 | 2023 |
| Humana Retirement Savings Plan | Humana Inc. | Louisville | $7,374,962,984 | 2023 |
| Commonspirit Health Erisa 403(B) Plan | Commonspirit Health | Erlanger | $2,614,894,735 | 2023 |
| Houchens Industries, Inc. Employee Stock Ownership Plan | Houchens Industries, Inc. | Bowling Green | $2,325,722,921 | 2023 |
| Ups/Ipa Defined Contribution Money Purchase Pension Plan | United Parcel Service Company | Louisville | $2,177,270,606 | 2023 |
| Norton Healthcare 403(B) Retirement Savings Plan | Norton Healthcare, Inc. | Louisville | $1,901,752,524 | 2023 |
| Valvoline LLC Defined Benefit Trust | Valvoline LLC | Lexington | $1,498,009,267 | 2023 |
| Ups/Ipa 401(K) Savings Plan | United Parcel Service Company | Louisville | $1,324,958,147 | 2023 |
| Scionhealth 401(K) Plan | Knight Health Holdings LLC D/B/A Scionhealth | Louisville | $1,221,134,526 | 2023 |
| Lexmark Savings Plan | Lexmark International | Lexington | $1,205,127,047 | 2023 |
| Baptist Health Thrift Plan | Baptist Healthcare System, Inc. | Louisville | $1,121,172,219 | 2023 |
| Lg&E And Ku Pension Plan | Lg&E And Ku Energy, LLC | Louisville | $1,112,165,749 | 2023 |
| Ashland Hercules Pension Plan | Valvoline LLC | Lexington | $984,309,000 | 2023 |
| Lg&E And Ku Savings Plan | Lg&E And Ku Energy LLC | Louisville | $918,603,641 | 2023 |
| Yum Brands 401k Plan | Yum Brands, Inc. | Louisville | $911,059,058 | 2023 |
Largest KY plans → · KY plans with financial data → · $1B+ KY plans →
Related Form 5500 pages
- Louisville, KY Form 5500 filings
- Lexington, KY Form 5500 filings
- Bowling Green, KY Form 5500 filings
- Owensboro, KY Form 5500 filings
- Paducah, KY Form 5500 filings
- Covington, KY Form 5500 filings
- Erlanger, KY Form 5500 filings
- Elizabethtown, KY Form 5500 filings
- Georgetown, KY Form 5500 filings
- Florence, KY Form 5500 filings
- Frankfort, KY Form 5500 filings
- Bardstown, KY Form 5500 filings
- Hopkinsville, KY Form 5500 filings
- Hebron, KY Form 5500 filings
- Nicholasville, KY Form 5500 filings
- Commonspirit Health 401(K) Retirement Savings Plan (plan 002)
- Humana Retirement Savings Plan (plan 002)
- Commonspirit Health Erisa 403(B) Plan (plan 010)
- Houchens Industries, Inc. Employee Stock Ownership Plan (plan 001)
- Ups/Ipa Defined Contribution Money Purchase Pension Plan (plan 002)
- Norton Healthcare 403(B) Retirement Savings Plan (plan 002)
- Valvoline LLC Defined Benefit Trust (plan 004)
- Ups/Ipa 401(K) Savings Plan (plan 003)
- Scionhealth 401(K) Plan (plan 001)
- Lexmark Savings Plan (plan 002)
- Methodology
- Data sources