Other · DOL Form 5500 · 2022

Bourbon Heights, Inc. Retirement Plan

Data updated 2026-08-25

$735K
Total assets Small plan by assets
154
Participants Small participant base
22nd
Percentile by assets National rank
$4,774
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bourbon Heights, Inc. Retirement Plan · Sponsored by Bourbon Heights, Inc. · Kentucky · Healthcare & Social Assistance

$735K in assets, 154 participants

Bourbon Heights, Inc.'s Bourbon Heights, Inc. Retirement Plan reported $735K in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,671 in Healthcare & Social Assistance (20,060 peers)

Coverage in Kentucky

Bourbon Heights, Inc. Retirement Plan covers 154 participants in Kentucky, about 24% of the average Kentucky filer (state average ~647 per filing). Assets: $735K.

#3,671
in Healthcare & Social Assistance (20,060 peers)
-50.2%
assets change YoY

The plan reported a net loss of $740K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bourbon Heights, Inc. Retirement Plan among the smaller filed plans by assets

Bourbon Heights, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$735,224 22nd percentile higher than 22% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bourbon Heights, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bourbon Heights, Inc. Retirement Plan sits mid-pack in the medium band (154 participants).

Plan-year Form 5500 strip

Filing strip 610605767 · Bourbon Heights, Inc. PY 2022 · Other

Bourbon Heights, Inc. Retirement Plan · $735K · 154 · 22nd

  • PCT $735K
  • EIN 154
  • RANK 22nd
  • PHOTO Other
  • IND near Seaside Charter School Retirement Plan
  • EOY ind #3671

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 →

Bourbon Heights, Inc. Retirement Plan in the asset neighbourhood

Bourbon Heights, Inc. Retirement PlanBourbon Heights, Inc. Retire…$735KSeaside Charter School Retirement PlanSeaside Charter School Retir…$737KAunt Martha's Health and Wellness, Inc. 403(b) PlanAunt Martha's Health and Wel…$738KPioneer Memorial Care Center Tax Deferred Annuity PlanPioneer Memorial Care Center…$739KLima Convalescent Home Foundation, Inc. 403(b) Retirement PlanLima Convalescent Home Found…$733K
End-of-year total assets ($M) among Bourbon Heights, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$735K
Net Income-$740K
Employer EIN610605767
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bourbon Heights, Inc.)

Sponsor-wide plan assets over time

All Bourbon Heights, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$650K 11.546413065949968% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M 202220232024 $0.74M $0.65M ▼ -12.2%
Year Plans Participants Total Assets
2022 1 154 $735K
2023 1 106 $674K
2024 1 90 $650K

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Bourbon Heights, Inc. Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Bourbon Heights, Inc. Retirement Plan, Total assets ($B): 0.000735224 · Participants: 154Bourbon Heights, Inc. Retirement PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.451656853 · Participants: 17896Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.070436561 · Participants: 21780Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.418333564 · Participants: 3424Electrical Workers Local 369 Retirement FundKing's Daughters' Medical Center Matching Contribution Plan, Total assets ($B): 0.180410127 · Participants: 4594King's Daughters' Medical Center Matching Contribution PlanEmh Retirement Savings Plan, Total assets ($B): 0.156189306 · Participants: 1630Emh Retirement Savings Plan
Bourbon Heights, Inc. Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Bourbon Heights, Inc. Retirement Plan side-by-side with 3 peers →

Bourbon Heights, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Seaside Charter School Retirement Plan in FL ($737K); by covered participants it is Kansas City Care Clinic Retirement Plan in MO (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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.

Frequently Asked Questions

How did Bourbon Heights, Inc. Retirement Plan assets move in 2022? ▼
Bourbon Heights, Inc. Retirement Plan contracted severely - down 50.2% during 2022, from $1M to $735K. Reported net income was -$740K.
How have Bourbon Heights, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bourbon Heights, Inc.'s sponsor-wide assets declined 11.5%, from $735K to $650K.
Where does Bourbon Heights, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Bourbon Heights, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Bourbon Heights, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Seaside Charter School Retirement Plan in FL ($737K, 157 participants).
Which Other plans cover a similar participant headcount to Bourbon Heights, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kansas City Care Clinic Retirement Plan in MO (154 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610605767.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.