Other · DOL Form 5500 · 2023

Bellarmine University Retirement Plan

Data updated 2026-08-11

$29M
Total assets
457
Participants
79th
Percentile by assets
$63,829
Avg per participant
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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.

  • 79th percentile by assets (of 127,072 plans)
  • #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.

$29M
total plan assets (2023 EOY)
457
covered participants
79th
percentile by assets (of 127,072 plans)
$63,829
avg assets per participant

Where Bellarmine University Tax Deferred Annuity Plan sits 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 $2,010,000,000 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

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 →

State
Kentucky
Industry
Educational Services

Bellarmine University Tax Deferred Annuity Plan vs the 2023 asset distribution

By assets, Bellarmine University Tax Deferred Annuity Plan outranks 79% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$115M$120M$125M$130M$135M$140M 202220232024 $118M $134M ▲ +13.3%
Total plan assets by year, all Bellarmine University plans on file
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 ($B) Participants Bellarmine Universit…, Total assets ($B): 0.029169965 · Participants: 457Bellarmine Universit…Norton Healthcare 40…, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 40…Baptist Health Thrif…, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrif…Electrical Workers L…, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers L…Emh Retirement Savin…, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savin…Owensboro Health 403…, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403…
Bellarmine University Tax Deferred Annuity Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Bellarmine University Tax Deferred Annui… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Bellarmine University Tax Deferred Annuity Plan by total assets, not by location.

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).

Next read for Bellarmine University Tax Deferred Annui…

Scale reading

Ways to act on Bellarmine University Tax Deferred Annuity Plan's numbers.

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.