Plan5500

Lousiville, 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, Lousiville, KY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $7,708,627 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Lousiville

  • 3 loaded plans hold $7.7M in reported assets across 3 sponsors.
  • The largest, Nazareth Home, Inc. 401(K) Plan, holds 100% of reported Lousiville plan assets.
  • Plans cover 1,535 participants — about 512 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.7MSummed across loaded plans$7,708,627
Total reported assets$7.7M$7,708,627
Total reported participants1.5K1,535
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.7MLiabilities$0
Contributions & income
Employer contributions$243.6K
Participant contributions$609.6K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$920.8K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Lousiville market comparison

Largest plan share of assets100%Nazareth Home, Inc. 401(K) Plan
Participants per plan512Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Lousiville

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

  1. 1
    Nazareth Home, Inc. 401(K) Plan$7.7M
    Nazareth Home, Inc. · 2023
  2. 2
    Seven Counties Services, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Seven Counties Services, Inc. · 2023
  3. 3
    Uspiritus Welfare Benefit Plannot reported in the loaded dataset
    Uspiritus, Inc · 2023

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

Related Form 5500 pages