Other · DOL Form 5500 · 2023

Berea College Retirement Plan

Data updated 2026-08-25

$158M
Total assets Near avg plan size
843
Participants Near avg headcount
94th
Percentile by assets National rank
$187,811
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Berea College Retirement Plan · Sponsored by Berea College · Kentucky · Educational Services

$158M in assets, 843 participants

Berea College's Berea College Retirement Plan reported $158M in total assets and 843 participants in its 2023 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.

  • #3,336 in Educational Services (3,735 peers)

Where Berea College Retirement Plan sits by assets

Berea College Retirement Plan sits in the top 10% of all filed plans by assets, $158M for 843 participants (~$187,811/participant), up 12.9% in 2023.

#3,336
in Educational Services (3,735 peers)
+12.9%
assets growth YoY
1.6×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$158,325,024 Top 6% higher than 94% of 127,068 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 2023

Berea College Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 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 (843 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berea College Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Berea College Retirement Plan end-of-year assets rose from $140M in the plan year 2022 filing to $158M in the plan year 2023 filing.
  • Berea College Retirement Plan reported participants rose from 747 in the plan year 2022 filing to 843 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 610444650 · Berea College PY 2023 · Other

Berea College Retirement Plan · $158M · 843 · 94th

  • ASSETS $158M
  • PCT 843
  • EIN 94th
  • RANK Other
  • PHOTO near Genesis Healthcare System Tda Thrift Plan
  • IND ind #3336

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

Lawrenceville School Defined Contribution Retirement PlanLawrenceville School Defined…$159MMilwaukee School of Engineering Defined Contribution PlanMilwaukee School of Engineer…$158MBerea College Retirement Plan$158MGenesis Healthcare System Tda Thrift PlanGenesis Healthcare System Td…$158MEnvironmental Defense Fund Retirement Savings PlanEnvironmental Defense Fund R…$158M
End-of-year total assets ($M) among Berea College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$158M
Net Income$18M
Employer EIN610444650
Plan Effective Date1922-10-01
Filing StatusFILING 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
$130M$140M$150M$160M$170M$180M 202220232024 $140M $168M ▲ +20.0%
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.

Berea College Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Berea College Retirement Plan, Total assets ($B): 0.158325024 · Participants: 843Berea College Retirement PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor Plan
Berea College Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Berea College Retirement Plan side-by-side with 3 peers →

Berea College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Genesis Healthcare System Tda Thrift Plan in OH ($158M); by covered participants it is Bradley University Defined Contribution Plan in IL (844 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (843 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Berea College Retirement Plan assets move in 2023? ▼
Berea College Retirement Plan grew at a solid clip - up 12.9% during 2023, from $140M to $158M. Reported net income was $18M.
How have Berea College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berea College's sponsor-wide assets grew 20.0%, from $140M to $168M.
Where does Berea College Retirement Plan rank by assets among Form 5500 filers? ▼
Berea College Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Berea College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Genesis Healthcare System Tda Thrift Plan in OH ($158M, 3,167 participants).
Which Other plans cover a similar participant headcount to Berea College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bradley University Defined Contribution Plan in IL (844 participants, $348M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610444650.

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.