Other · DOL Form 5500 · 2022
New Vista of the Bluegrass, Inc. Retirement Plan
Data updated 2026-08-11
- $12M
- Total assets
- 26
- Participants
- 68th
- Percentile by assets
- $454,779
- Avg per participant
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.
- 68th percentile by assets (of 139,126 plans)
- #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.
- $12M
- total plan assets (2022 EOY)
- 26
- covered participants
- 68th
- percentile by assets (of 139,126 plans)
- $454,779
- avg assets per participant
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.
2022 asset move for New Vista of the Bluegrass, Inc. 403(b) Plan
Year over year, total assets declined sharply from $15M at the start of 2022 to $12M at year-end (down 18.9%). Net assets closed at $12M; reported net income -$3M.
New Vista of the Bluegrass, Inc. years around the 2022 move
| 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.
New Vista of the Bluegrass, Inc. 403(b) Plan vs. nearby Other plans in Kentucky, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to New Vista of the Bluegrass, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did New Vista of the Bluegrass, Inc. 403(b) Plan assets move in 2022? ▼
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Next read for New Vista of the Bluegrass, Inc. 403(b) …
2022 change
Ways to act on New Vista of the Bluegrass, Inc. 403(b) Plan's numbers.
- By total assets, New Vista of the Bluegrass, Inc. 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Kentucky. Compare plans
- New Vista of the Bluegrass, Inc.'s sponsor-wide assets have grown 7.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans