401(k) · DOL Form 5500 · 2022
New Vista of the Bluegrass, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 635
- Participants Below avg headcount
- 34th
- Percentile by assets National rank
- $3,313
- Avg per participant Low balance/head
Official DOL plan name: New Vista of the Bluegrass, Inc. 401(k) Plan · Sponsored by New Vista of the Bluegrass, Inc. · Kentucky · Healthcare & Social Assistance
$2M in assets, 635 participants
New Vista of the Bluegrass, Inc.'s New Vista of the Bluegrass, Inc. 401(k) Plan reported $2M in total assets and 635 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #7,209 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
New Vista of the Bluegrass, Inc. 401(k) Plan pulled back noticeably 11.0% in 2022 ($2M → $2M) for 635 participants.
- #7,209
- in Healthcare & Social Assistance (20,060 peers)
- -11.0%
- assets change YoY
The plan reported a net loss of $260K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Vista of the Bluegrass, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
New Vista of the Bluegrass, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,103,471 34th percentile higher than 34% 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
New Vista of the Bluegrass, Inc. 401(k) 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. New Vista of the Bluegrass, Inc. 401(k) Plan sits mid-pack in the medium band (635 participants).
Form 5500 schedule snapshot
Filing strip 610723605 · New Vista of the Bluegrass, Inc. PY 2022 · 401(k)
New Vista of the Bluegrass, Inc. 401(k) Plan · $2M · 635 · 34th
- EBSA $2M
- EBSA 635
- EBSA 34th
- EBSA 401(k)
- EBSA near Ecfa 401(k) Plan and Trust
- EBSA ind #7209
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 →
New Vista of the Bluegrass, Inc. 401(k) Plan in the asset neighbourhood
New Vista of the Bluegrass, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All New Vista of the Bluegrass, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 7.072133408626743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 661 | $14M |
| 2023 | 1 | 23 | $13M |
| 2024 | 1 | 24 | $15M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$260K |
| Employer EIN | 610723605 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
New Vista of the Bluegrass, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Ecfa 401(k) Plan and Trust in IL ($2M); by covered participants it is United Radio, Inc. 401(k) Retirement Plan in NY (635 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Ecfa 401(k) Plan and Trust (IL) $2M · 31
- Pioneer Transport 401(k) Profit Sharing Plan (PA) $2M · 19
- Yugo USA LLC 401(k) Plan (CO) $2M · 124
- Manpow, LLC 401(k) Plan (TX) $2M · 139
Similar participant headcount
Nearest other-state filings by covered participants (635 participants); asset peers above are excluded.
- United Radio, Inc. 401(k) Retirement Plan (NY) 635 · 0 off
- Rti Surgical, Inc. Section 401(k) Plan (FL) 635 · 0 off
- Lm Wind Power Blades Inc 401(k) Retirement Plan (ND) 635 · 0 off
- Schlesinger Global, LLC 401(k) Profit Sharing Plan (NJ) 635 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.