Other · DOL Form 5500 · 2023

Bellarmine University Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
457
Participants Below avg headcount
79th
Percentile by assets National rank
$63,829
Avg per participant Low balance/head
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Official DOL plan name: Bellarmine University Tax Deferred Annuity Plan · Sponsored by Bellarmine University · Kentucky · Educational Services

$29M in assets, 457 participants

Bellarmine University's Bellarmine University Tax Deferred Annuity Plan reported $29M in total assets and 457 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,382 in Educational Services (3,735 peers)

Where Bellarmine University Tax Deferred Annuity Plan sits by assets

Bellarmine University Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $29M for 457 participants (~$63,829/participant), up 4.6% in 2023.

#2,382
in Educational Services (3,735 peers)
+4.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bellarmine University Tax Deferred Annuity Plan's outsized position by total assets

Bellarmine University Tax Deferred Annuity Plan vs every filed plan by assets

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

$29,169,965 Top 21% higher than 79% 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

Bellarmine University Tax Deferred Annuity 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. Bellarmine University Tax Deferred Annuity Plan sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellarmine University Tax Deferred Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bellarmine University Tax Deferred Annuity Plan reported participants rose from 400 in the plan year 2022 filing to 457 in the plan year 2023 filing.
  • Bellarmine University Tax Deferred Annuity Plan end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610482955 · Bellarmine University PY 2023 · Other

Bellarmine University Tax Deferred Annuity Plan · $29M · 457 · 79th

  • PHOTO $29M
  • IND 457
  • EOY 79th
  • 5500 Other
  • ASSETS near Sidney Health Center Pension Plan
  • PCT ind #2382

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 →

Bellarmine University Tax Deferred Annuity Plan in the asset neighbourhood

Bellarmine University Tax Deferred Annuity PlanBellarmine University Tax De…$29MSidney Health Center Pension PlanSidney Health Center Pension…$29MProject Hope Employees Retirement PlanProject Hope Employees Retir…$29MRetirement Plan of Mille Lacs Health SystemRetirement Plan of Mille Lac…$29MCombined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement PlanCombined Jewish Philanthropi…$29M
End-of-year total assets ($M) among Bellarmine University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$1M
Employer EIN610482955
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellarmine University)

Sponsor-wide plan assets over time

All Bellarmine University plans reported in each filing year

Latest sponsor-wide plan assets
$134M 13.337233875053784% vs 2022
2024 filing year
$115M$120M$125M$130M$135M$140M 202220232024 $118M $134M ▲ +13.3%
Year Plans Participants Total Assets
2022 2 882 $118M
2023 2 928 $128M
2024 2 917 $134M

Nearby Other Plans in Kentucky

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

Bellarmine University Tax Deferred Annuity Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Bellarmine University Tax Deferred Annuity Plan, Total assets ($B): 0.029169965 · Participants: 457Bellarmine University Tax Deferred Annuity 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
Bellarmine University Tax Deferred Annuity Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Bellarmine University Tax Deferred Annuity Plan side-by-side with 3 peers →

Bellarmine University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Sidney Health Center Pension Plan in MT ($29M); by covered participants it is Davidson College Retirement Plan in NC (457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Bellarmine University Tax Deferred Annuity Plan assets move in 2023? ▼
Bellarmine University Tax Deferred Annuity Plan edged up modestly - up 4.6% during 2023, from $28M to $29M. Reported net income was $1M.
How have Bellarmine University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellarmine University's sponsor-wide assets grew 13.3%, from $118M to $134M.
Where does Bellarmine University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Bellarmine University Tax Deferred Annuity Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Bellarmine University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Sidney Health Center Pension Plan in MT ($29M, 566 participants).
Which Other plans cover a similar participant headcount to Bellarmine University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Davidson College Retirement Plan in NC (457 participants, $191M 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 610482955.

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.