Other · DOL Form 5500 · 2022

Bellarmine University Retirement Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
482
Participants Below avg headcount
92nd
Percentile by assets National rank
$187,790
Avg per participant Above avg balance/head
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Official DOL plan name: Bellarmine University Defined Contribution Plan · Sponsored by Bellarmine University · Kentucky · Educational Services

$91M in assets, 482 participants

Bellarmine University's Bellarmine University Defined Contribution Plan reported $91M in total assets and 482 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,462 in Educational Services (4,024 peers)

Where Bellarmine University Defined Contribution Plan sits by assets

Bellarmine University Defined Contribution Plan sits in the top 10% of all filed plans by assets, $91M for 482 participants (~$187,790/participant), down 17.3% in 2022.

#3,462
in Educational Services (4,024 peers)
-17.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bellarmine University Defined Contribution Plan's outsized position by total assets

Bellarmine University Defined Contribution Plan vs every filed plan by assets

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

$90,514,845 Top 8% higher than 92% 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 Defined Contribution 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 Defined Contribution Plan sits mid-pack in the medium band (482 participants).

Form 5500 schedule snapshot

Filing strip 610482955 · Bellarmine University PY 2022 · Other

Bellarmine University Defined Contribution Plan · $91M · 482 · 92nd

  • BOY $91M
  • BOY 482
  • BOY 92nd
  • BOY Other
  • BOY near Samford University 403(b) Salary Deferral and Defined Contribution Plan
  • BOY ind #3462

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 Defined Contribution Plan in the asset neighbourhood

Cold Spring Harbor Laboratory Tax Deferred Annuity PlanCold Spring Harbor Laborator…$91MThe Northwest Hospital Center, Inc. 403b Matching Retirement PlanThe Northwest Hospital Cente…$91MSamford University 403(b) Salary Deferral and Defined Contribution PlanSamford University 403(b) Sa…$91MBellarmine University Defined Contribution PlanBellarmine University Define…$91MMcphs University Tax Deferred Annuity PlanMcphs University Tax Deferre…$90M
End-of-year total assets ($M) among Bellarmine University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$91M
Net Income-$19M
Employer EIN610482955
Plan Effective Date1956-09-01
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 Defined Contribution Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Bellarmine University Defined Contribution Plan, Total assets ($B): 0.090514845 · Participants: 482Bellarmine University Defined Contribution 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 Defined Contribution Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Bellarmine University Defined Contribution Plan side-by-side with 3 peers →

Bellarmine University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Samford University 403(b) Salary Deferral and Defined Contribution Plan in AL ($91M); by covered participants it is Fort Hudson Nursing Center, Inc. 403(b) Plan in NY (482 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (482 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 Defined Contribution Plan assets move in 2022? ▼
Bellarmine University Defined Contribution Plan declined sharply - down 17.3% during 2022, from $109M to $91M. Reported net income was -$19M.
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 Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Bellarmine University Defined Contribution Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Bellarmine University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Samford University 403(b) Salary Deferral and Defined Contribution Plan in AL ($91M, 1,760 participants).
Which Other plans cover a similar participant headcount to Bellarmine University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Fort Hudson Nursing Center, Inc. 403(b) Plan in NY (482 participants, $1M 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.