Other · DOL Form 5500 · 2022
Berea College Retirement Plan
Data updated 2026-08-25
- $140M
- Total assets Near avg plan size
- 747
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $187,684
- Avg per participant Above avg balance/head
Official DOL plan name: Berea College Retirement Plan · Sponsored by Berea College · Kentucky · Educational Services
$140M in assets, 747 participants
Berea College's Berea College Retirement Plan reported $140M in total assets and 747 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #3,621 in Educational Services (4,024 peers)
Where Berea College Retirement Plan sits by assets
Berea College Retirement Plan sits in the top 10% of all filed plans by assets, $140M for 747 participants (~$187,684/participant), down 12.7% in 2022.
- #3,621
- in Educational Services (4,024 peers)
- -12.7%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Berea College Retirement Plan's outsized position by total assets
Berea College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$140,199,974 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Berea College 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. Berea College Retirement Plan sits mid-pack in the medium band (747 participants).
EBSA filing schedule strip
Filing strip 610444650 · Berea College PY 2022 · Other
Berea College Retirement Plan · $140M · 747 · 94th
- NET $140M
- NET 747
- NET 94th
- NET Other
- NET near Local Union 317 Electrical Pension Plan
- NET ind #3621
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 →
Berea College Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $161M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | -$20M |
| Employer EIN | 610444650 |
| Plan Effective Date | 1922-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berea College)
Sponsor-wide plan assets over time
All Berea College plans reported in each filing year
- Latest sponsor-wide plan assets
- $168M 19.963279736414215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 747 | $140M |
| 2023 | 1 | 843 | $158M |
| 2024 | 1 | 743 | $168M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Berea College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Local Union 317 Electrical Pension Plan in WV ($140M); by covered participants it is Bethune-Cookman University Retirement Plan in FL (747 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($140M here).
- Local Union 317 Electrical Pension Plan (WV) $140M · 746
- Arcadia University Defined Contribution Retirement Plan (PA) $141M · 1,547
- Ag Mm, L.P. (NY) $140M · N/A
- New England Baptist Hospital 403(b) Plan (MA) $139M · 1,132
Similar participant headcount
Nearest other-state filings by covered participants (747 participants); asset peers above are excluded.
- Bethune-Cookman University Retirement Plan (FL) 747 · 0 off
- Guernsey Health Systems 403(b) Savings Plan (OH) 745 · 2 off
- University of St. Thomas 403(b) Retirement Plan (TX) 751 · 4 off
- Legacy Treatment Services, Inc. 403b Plan (NJ) 751 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.