Other · DOL Form 5500 · 2022

Bellarmine University Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
400
Participants Below avg headcount
82nd
Percentile by assets National rank
$69,744
Avg per participant Below avg balance/head
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Official DOL plan name: Bellarmine University Tax Deferred Annuity Plan · Sponsored by Bellarmine University · Kentucky · Educational Services

$28M in assets, 400 participants

Bellarmine University's Bellarmine University Tax Deferred Annuity Plan reported $28M in total assets and 400 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,712 in Educational Services (4,024 peers)

Where Bellarmine University Tax Deferred Annuity Plan sits by assets

Bellarmine University Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $28M for 400 participants (~$69,744/participant), down 12.8% in 2022.

#2,712
in Educational Services (4,024 peers)
-12.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bellarmine University Tax Deferred Annuity Plan's outsized position by total assets

Bellarmine University Tax Deferred Annuity Plan vs every filed plan by assets

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

$27,897,767 Top 18% higher than 82% 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

Bellarmine University Tax Deferred Annuity 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. Bellarmine University Tax Deferred Annuity Plan sits mid-pack in the medium band (400 participants).

EBSA filing schedule strip

Filing strip 610482955 · Bellarmine University PY 2022 · Other

Bellarmine University Tax Deferred Annuity Plan · $28M · 400 · 82nd

  • 5500 $28M
  • ASSETS 400
  • PCT 82nd
  • EIN Other
  • RANK near Motion Picture and Television Fund 403(b) Plan
  • PHOTO ind #2712

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 Educational Services retirement plans → · Plans in Kentucky →

Bellarmine University Tax Deferred Annuity Plan in the asset neighbourhood

403(b) Thrift Plan for Child and Family Services of Erie County403(b) Thrift Plan for Child…$28MBrattleboro Memorial Hospital 403(b) PlanBrattleboro Memorial Hospita…$28MBellarmine University Tax Deferred Annuity PlanBellarmine University Tax De…$28MMotion Picture and Television Fund 403(b) PlanMotion Picture and Televisio…$28MAmerican Meteorological Society Defined Contribution Retirement PlanAmerican Meteorological Soci…$28M
End-of-year total assets ($M) among Bellarmine University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN610482955
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellarmine University)

Sponsor-wide plan assets over time

All Bellarmine University plans reported in each filing year

Latest sponsor-wide plan assets
$134M 13.337233875053784% vs 2022
2024 filing year
$115M$120M$125M$130M$135M$140M 202220232024 $118M $134M ▲ +13.3%
Year Plans Participants Total Assets
2022 2 882 $118M
2023 2 928 $128M
2024 2 917 $134M

Nearby Other Plans in Kentucky

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

Bellarmine University Tax Deferred Annuity Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Bellarmine University Tax Deferred Annuity Plan, Total assets ($B): 0.027897767 · Participants: 400Bellarmine University Tax Deferred Annuity 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
Bellarmine University Tax Deferred Annuity Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Bellarmine University Tax Deferred Annuity Plan side-by-side with 3 peers →

Bellarmine University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Motion Picture and Television Fund 403(b) Plan in CA ($28M); by covered participants it is The Guild for Exceptional Children 403(b) Plan in NY (400 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Bellarmine University Tax Deferred Annuity Plan assets move in 2022? ▼
Bellarmine University Tax Deferred Annuity Plan pulled back noticeably - down 12.8% during 2022, from $32M to $28M. Reported net income was -$4M.
How have Bellarmine University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellarmine University's sponsor-wide assets grew 13.3%, from $118M to $134M.
Where does Bellarmine University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Bellarmine University Tax Deferred Annuity Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Bellarmine University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Motion Picture and Television Fund 403(b) Plan in CA ($28M, 476 participants).
Which Other plans cover a similar participant headcount to Bellarmine University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Guild for Exceptional Children 403(b) Plan in NY (400 participants, $16M 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 610482955.

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.