Other · DOL Form 5500 · 2022
New Vista of the Bluegrass, Inc. Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 26
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $454,779
- Avg per participant High balance/head
Official DOL plan name: New Vista of the Bluegrass, Inc. 403(b) Plan · Sponsored by New Vista of the Bluegrass, Inc. · Kentucky · Healthcare & Social Assistance
$12M in assets, 26 participants
New Vista of the Bluegrass, Inc.'s New Vista of the Bluegrass, Inc. 403(b) Plan reported $12M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #14,719 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
New Vista of the Bluegrass, Inc. 403(b) Plan declined sharply 18.9% in 2022 ($15M → $12M) for 26 participants.
- #14,719
- in Healthcare & Social Assistance (20,060 peers)
- -18.9%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Vista of the Bluegrass, Inc. 403(b) Plan's outsized position by total assets
New Vista of the Bluegrass, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,824,264 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
New Vista of the Bluegrass, Inc. 403(b) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Vista of the Bluegrass, Inc. 403(b) Plan is a small filing (26 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 610723605 · New Vista of the Bluegrass, Inc. PY 2022 · Other
New Vista of the Bluegrass, Inc. 403(b) Plan · $12M · 26 · 68th
- IND $12M
- EOY 26
- 5500 68th
- ASSETS Other
- PCT near Section 403(b) Retirement Plan for National Council of Juvenile & Family
- EIN ind #14719
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
New Vista of the Bluegrass, Inc. 403(b) Plan in the asset neighbourhood
New Vista of the Bluegrass, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All New Vista of the Bluegrass, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 7.072133408626743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 661 | $14M |
| 2023 | 1 | 23 | $13M |
| 2024 | 1 | 24 | $15M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$3M |
| Employer EIN | 610723605 |
| Plan Effective Date | 1994-12-06 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.5B · 17,896
- Baptist Health Thrift Plan $1.1B · 21,780
- Electrical Workers Local 369 Retirement Fund $418M · 3,424
- King's Daughters' Medical Center Matching Contribution Plan $180M · 4,594
- Emh Retirement Savings Plan $156M · 1,630
New Vista of the Bluegrass, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Section 403(b) Retirement Plan for National Council of Juvenile & Family in NV ($12M); by covered participants it is Hobgood Academy Inc. in NC (26 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.