Other · DOL Form 5500 · 2023

Bourbon Heights, Inc. Retirement Plan

Data updated 2026-08-25

$674K
Total assets Small plan by assets
106
Participants Small participant base
20th
Percentile by assets National rank
$6,362
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bourbon Heights, Inc. Retirement Plan · Sponsored by Bourbon Heights, Inc. · Kentucky · Healthcare & Social Assistance

$674K in assets, 106 participants

Bourbon Heights, Inc.'s Bourbon Heights, Inc. Retirement Plan reported $674K in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,781 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Bourbon Heights, Inc. Retirement Plan covers 106 participants in Kentucky, about 16% of the average Kentucky filer (state average ~647 per filing). Assets: $674K.

#2,781
in Healthcare & Social Assistance (17,684 peers)
-8.3%
assets change YoY

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bourbon Heights, Inc. Retirement Plan among the smaller filed plans by assets

Bourbon Heights, Inc. Retirement Plan vs every filed plan by assets

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

$674,390 20th percentile higher than 20% 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

Bourbon Heights, 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. Bourbon Heights, Inc. Retirement Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bourbon Heights, Inc. Retirement Plan reported net income rose from -$740K in the plan year 2022 filing to -$61K in the plan year 2023 filing.
  • Bourbon Heights, Inc. Retirement Plan reported participants fell from 154 in the plan year 2022 filing to 106 in the plan year 2023 filing.
  • Bourbon Heights, Inc. Retirement Plan end-of-year assets fell from $735K in the plan year 2022 filing to $674K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610605767 · Bourbon Heights, Inc. PY 2023 · Other

Bourbon Heights, Inc. Retirement Plan · $674K · 106 · 20th

  • PART $674K
  • TYPE 106
  • NET 20th
  • BOOK Other
  • VS-ST near Mozaffari Engineering 401(k) Profit Sharing Plan and Trust
  • BOY ind #2781

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Bourbon Heights, Inc. Retirement Plan in the asset neighbourhood

Reservoir Engineering Research Institute Retirement PlanReservoir Engineering Resear…$680K403(b) Thrift Plan of Goodwill Industries of the Greater East Bay, Inc.403(b) Thrift Plan of Goodwi…$681KBourbon Heights, Inc. Retirement PlanBourbon Heights, Inc. Retire…$674KMozaffari Engineering 401(k) Profit Sharing Plan and TrustMozaffari Engineering 401(k)…$673KAcademy at Ocean Reef Defined Contribution Retirement PlanAcademy at Ocean Reef Define…$668K
End-of-year total assets ($M) among Bourbon Heights, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$735K
Net Assets (End of Year)$674K
Net Income-$61K
Employer EIN610605767
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bourbon Heights, Inc.)

Sponsor-wide plan assets over time

All Bourbon Heights, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$650K 11.546413065949968% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M 202220232024 $0.74M $0.65M ▼ -12.2%
Year Plans Participants Total Assets
2022 1 154 $735K
2023 1 106 $674K
2024 1 90 $650K

Nearby Other Plans in Kentucky

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

Bourbon Heights, 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 ($B) Participants Bourbon Heights, Inc. Retirement Plan, Total assets ($B): 0.00067439 · Participants: 106Bourbon Heights, 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
Bourbon Heights, Inc. Retirement Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Bourbon Heights, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest Other by assets is Mozaffari Engineering 401(k) Profit Sharing Plan and Trust in CA ($673K); by covered participants it is 403(b) Thrift Plan of Senior Resources of West Michigan in MI (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Bourbon Heights, Inc. Retirement Plan assets move in 2023? ▼
Bourbon Heights, Inc. Retirement Plan pulled back noticeably - down 8.3% during 2023, from $735K to $674K. Reported net income was -$61K.
How have Bourbon Heights, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bourbon Heights, Inc.'s sponsor-wide assets declined 11.5%, from $735K to $650K.
Where does Bourbon Heights, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Bourbon Heights, Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Bourbon Heights, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mozaffari Engineering 401(k) Profit Sharing Plan and Trust in CA ($673K, 7 participants).
Which Other plans cover a similar participant headcount to Bourbon Heights, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Senior Resources of West Michigan in MI (106 participants, $7M 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 610605767.

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.