Other · DOL Form 5500 · 2022
Bellarmine University Retirement Plan
Data updated 2026-08-11
- $91M
- Total assets
- 482
- Participants
- 92nd
- Percentile by assets
- $187,790
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $91M
- total plan assets (2022 EOY)
- 482
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $187,790
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Bellarmine University Defined Contribution Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | -$19M |
| Employer EIN | 610482955 |
| Plan Effective Date | 1956-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellarmine University)
| 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
- 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 Bellarmine University Defined Contribution Plan by total assets, not by location.
- Samford University 403(b) Salary Deferral and Defined Contribution Plan (AL) $91M · 1,760
- The Northwest Hospital Center, Inc. 403b Matching Retirement Plan (MD) $91M · 1,603
- Cold Spring Harbor Laboratory Tax Deferred Annuity Plan (NY) $91M · 887
- Mcphs University Tax Deferred Annuity Plan (MA) $90M · 1,342
Frequently Asked Questions
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Ways to act on Bellarmine University Defined Contribution Plan's numbers.
- By total assets, Bellarmine University Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Kentucky. Compare plans
- Bellarmine University's sponsor-wide assets have grown 13.3% since 2022 across 3 plan years on file. More Educational Services plans