Other · DOL Form 5500 · 2023
New Vista of the Bluegrass, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $586,322
- Avg per participant High balance/head
Official DOL plan name: New Vista of the Bluegrass, Inc. 403(b) Plan · Sponsored by New Vista of the Bluegrass, Inc. · Kentucky · Healthcare & Social Assistance
$13M in assets, 23 participants
New Vista of the Bluegrass, Inc.'s New Vista of the Bluegrass, Inc. 403(b) Plan reported $13M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,412 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
New Vista of the Bluegrass, Inc. 403(b) Plan grew at a solid clip 14.0% in 2023 ($12M → $13M) for 23 participants.
- #12,412
- in Healthcare & Social Assistance (17,684 peers)
- +14.0%
- assets growth YoY
New Vista of the Bluegrass, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
New Vista of the Bluegrass, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,485,407 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
New Vista of the Bluegrass, Inc. 403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Vista of the Bluegrass, Inc. 403(b) Plan is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Vista of the Bluegrass, Inc. 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- New Vista of the Bluegrass, Inc. 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- New Vista of the Bluegrass, Inc. 403(b) Plan reported participants fell from 26 in the plan year 2022 filing to 23 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 610723605 · New Vista of the Bluegrass, Inc. PY 2023 · Other
New Vista of the Bluegrass, Inc. 403(b) Plan · $13M · 23 · 65th
- NET $13M
- BOOK 23
- VS-ST 65th
- BOY Other
- SCH near National 4-H Council 403(b) Plan
- EBSA ind #12412
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. 403(b) Plan in the asset neighbourhood
New Vista of the Bluegrass, Inc. years around the 2023 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 |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 610723605 |
| Plan Effective Date | 1994-12-06 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- Baptist Health Thrift Plan $1.1B · 790
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- Emh Retirement Savings Plan $179M · 1,706
- Owensboro Health 403(b) Safe Harbor Plan $169M · 3,768
New Vista of the Bluegrass, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is National 4-H Council 403(b) Plan in DC ($13M); by covered participants it is The Fresh Air Fund Tax Sheltered Annuity Plan in NY (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- National 4-H Council 403(b) Plan (DC) $13M · 99
- Goddard College Defined Contribution Retirement Plan (VT) $13M · 105
- Compass Connections 403(b) Retirement Plan (TX) $13M · 3,457
- Winchendon School 403(b) Retirement Plan (MA) $14M · 173
Similar participant headcount
Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.
- The Fresh Air Fund Tax Sheltered Annuity Plan (NY) 23 · 0 off
- Puff Sierzega & Macfeeters LLC Tr (NJ) 23 · 0 off
- Newark School of the Arts Deferred Annuity Plan (NJ) 23 · 0 off
- Stanley Total Living Center Investment Plan (NC) 22 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.