Other · DOL Form 5500 · 2023

Brescia University, Inc Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
148
Participants Small participant base
69th
Percentile by assets National rank
$113,449
Avg per participant Below avg balance/head
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Official DOL plan name: Brescia University, Inc. Retirement Plan · Sponsored by Brescia University, Inc · Kentucky · Educational Services

$17M in assets, 148 participants

Brescia University, Inc's Brescia University, Inc. Retirement Plan reported $17M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,940 in Educational Services (3,735 peers)

Coverage in Kentucky

Brescia University, Inc. Retirement Plan covers 148 participants in Kentucky, about 23% of the average Kentucky filer (state average ~647 per filing). Assets: $17M.

#1,940
in Educational Services (3,735 peers)
+13.8%
assets growth YoY

Brescia University, Inc. Retirement Plan's outsized position by total assets

Brescia University, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,790,418 Top 31% higher than 69% 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

Brescia University, Inc. 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. Brescia University, Inc. Retirement Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brescia University, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Brescia University, Inc. Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Brescia University, Inc. Retirement Plan reported participants fell from 157 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610660795 · Brescia University, Inc PY 2023 · Other

Brescia University, Inc. Retirement Plan · $17M · 148 · 69th

  • VS-ST $17M
  • VS-ST 148
  • VS-ST 69th
  • VS-ST Other
  • VS-ST near South Bend Medical Foundation, Inc 403(b) Retirement Plan
  • VS-ST ind #1940

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 →

Brescia University, Inc. Retirement Plan in the asset neighbourhood

Bienvivir Senior Health Services Employer Tda ProgramBienvivir Senior Health Serv…$17MBrescia University, Inc. Retirement PlanBrescia University, Inc. Ret…$17MSouth Bend Medical Foundation, Inc 403(b) Retirement PlanSouth Bend Medical Foundatio…$17M403(b) Thrift Plan for Employees of American Kidney Fund, Inc.403(b) Thrift Plan for Emplo…$17MCenter for Energy and Environment Tax Deferred Annuity PlanCenter for Energy and Enviro…$17M
End-of-year total assets ($M) among Brescia University, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN610660795
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brescia University, Inc)

Sponsor-wide plan assets over time

All Brescia University, Inc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $14.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 157 $15M
2023 1 148 $17M
2024 1 158 N/A

Nearby Other Plans in Kentucky

Peer Other plans, same state, same plan type, ranked by total assets.

Brescia University, Inc. Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Brescia University, Inc. Retirement Plan, Total assets ($B): 0.016790418 · Participants: 148Brescia University, Inc. 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
Brescia University, Inc. Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Brescia University, Inc. Retirement Plan side-by-side with 3 peers →

Brescia University, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is South Bend Medical Foundation, Inc 403(b) Retirement Plan in IN ($17M); by covered participants it is Unbound Retirement Plan in KS (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Brescia University, Inc. Retirement Plan assets move in 2023? ▼
Brescia University, Inc. Retirement Plan grew at a solid clip - up 13.8% during 2023, from $15M to $17M. Reported net income was $2M.
Which Other plans are similar in size to Brescia University, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is South Bend Medical Foundation, Inc 403(b) Retirement Plan in IN ($17M, 150 participants).
Which Other plans cover a similar participant headcount to Brescia University, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Unbound Retirement Plan in KS (148 participants, $19M 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 610660795.

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.