Other · DOL Form 5500 · 2023

Bellarmine University Retirement Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
471
Participants Below avg headcount
91st
Percentile by assets National rank
$209,987
Avg per participant Above avg balance/head
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Official DOL plan name: Bellarmine University Defined Contribution Plan · Sponsored by Bellarmine University · Kentucky · Educational Services

$99M in assets, 471 participants

Bellarmine University's Bellarmine University Defined Contribution Plan reported $99M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,164 in Educational Services (3,735 peers)

Where Bellarmine University Defined Contribution Plan sits by assets

Bellarmine University Defined Contribution Plan sits in the top 10% of all filed plans by assets, $99M for 471 participants (~$209,987/participant), up 9.3% in 2023.

#3,164
in Educational Services (3,735 peers)
+9.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Bellarmine University Defined Contribution Plan's outsized position by total assets

Bellarmine University Defined Contribution Plan vs every filed plan by assets

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

$98,903,844 Top 9% higher than 91% 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 Defined Contribution 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 Defined Contribution Plan sits mid-pack in the medium band (471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellarmine University Defined Contribution Plan reported net income rose from -$19M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bellarmine University Defined Contribution Plan end-of-year assets rose from $91M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Bellarmine University Defined Contribution Plan reported participants fell from 482 in the plan year 2022 filing to 471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610482955 · Bellarmine University PY 2023 · Other

Bellarmine University Defined Contribution Plan · $99M · 471 · 91st

  • EOY $99M
  • 5500 471
  • ASSETS 91st
  • PCT Other
  • EIN near Rye Country Day School 403(b) Plan
  • RANK ind #3164

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 Defined Contribution Plan in the asset neighbourhood

Benedictine University Defined Contribution Retirement PlanBenedictine University Defin…$99MMontclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity PlanMontclair Kimberley Academy …$99MRye Country Day School 403(b) PlanRye Country Day School 403(b…$99MBellarmine University Defined Contribution PlanBellarmine University Define…$99MOlivet Nazarene University DC Retirement PlanOlivet Nazarene University D…$99M
End-of-year total assets ($M) among Bellarmine University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$99M
Net Income$8M
Employer EIN610482955
Plan Effective Date1956-09-01
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 Defined Contribution Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Bellarmine University Defined Contribution Plan, Total assets ($B): 0.098903844 · Participants: 471Bellarmine University Defined Contribution 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 Defined Contribution Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Bellarmine University Defined Contribution Plan side-by-side with 3 peers →

Bellarmine University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Rye Country Day School 403(b) Plan in NY ($99M); by covered participants it is Summitstone Health Partners 403(b) Retirement Plan in CO (471 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Defined Contribution Plan assets move in 2023? ▼
Bellarmine University Defined Contribution Plan grew at a solid clip - up 9.3% during 2023, from $91M to $99M. Reported net income was $8M.
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 Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Bellarmine University Defined Contribution Plan ranks in the 91st 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 Bellarmine University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Rye Country Day School 403(b) Plan in NY ($99M, 244 participants).
Which Other plans cover a similar participant headcount to Bellarmine University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Summitstone Health Partners 403(b) Retirement Plan in CO (471 participants, $17M 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.