Other · DOL Form 5500 · 2024
New Vista of the Bluegrass, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $621,363
- Avg per participant High balance/head
Official DOL plan name: New Vista of the Bluegrass, Inc. 403(b) Plan · Sponsored by New Vista of the Bluegrass, Inc. · Kentucky · Healthcare & Social Assistance
$15M in assets, 24 participants
New Vista of the Bluegrass, Inc.'s New Vista of the Bluegrass, Inc. 403(b) Plan reported $15M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,720 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
New Vista of the Bluegrass, Inc. 403(b) Plan grew at a solid clip 10.6% in 2024 ($13M → $15M) for 24 participants.
- #11,720
- in Healthcare & Social Assistance (16,916 peers)
- +10.6%
- assets growth YoY
New Vista of the Bluegrass, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
New Vista of the Bluegrass, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,912,723 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
New Vista of the Bluegrass, Inc. 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Vista of the Bluegrass, Inc. 403(b) Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Vista of the Bluegrass, Inc. 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- New Vista of the Bluegrass, Inc. 403(b) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- New Vista of the Bluegrass, Inc. 403(b) Plan reported participants rose from 23 in the plan year 2023 filing to 24 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 610723605 · New Vista of the Bluegrass, Inc. PY 2024 · Other
New Vista of the Bluegrass, Inc. 403(b) Plan · $15M · 24 · 64th
- EOY $15M
- 5500 24
- ASSETS 64th
- PCT Other
- EIN near 403(b) Thrift Plan for Indiana Health Centers, Inc.
- RANK ind #11720
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 →
New Vista of the Bluegrass, Inc. 403(b) Plan in the asset neighbourhood
New Vista of the Bluegrass, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All New Vista of the Bluegrass, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 7.072133408626743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 661 | $14M |
| 2023 | 1 | 23 | $13M |
| 2024 | 1 | 24 | $15M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 610723605 |
| Plan Effective Date | 1994-12-06 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $2.3B · 21,863
- Baptist Health Thrift Plan $1.2B · N/A
- Electrical Workers Local 369 Retirement Fund $549M · 3,633
- Electrical Workers Local 369 Retirement Fund $499M · 3,367
- Electrical Workers Local 369 Retirement Fund $453M · 3,350
New Vista of the Bluegrass, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is 403(b) Thrift Plan for Indiana Health Centers, Inc. in IN ($15M); by covered participants it is Sesdac Inc Retirement Plan in SD (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Sesdac Inc Retirement Plan (SD) 24 · 0 off
- Asian Association of Utah 403(b) Plan (UT) 24 · 0 off
- One Degree 403(b) Plan (CA) 24 · 0 off
- Lemoyne Owen College Tax Deferred Annuity Plan (TN) 24 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.