Other · DOL Form 5500 · 2024
Berea College Retirement Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 743
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $226,364
- Avg per participant Above avg balance/head
Official DOL plan name: Berea College Retirement Plan · Sponsored by Berea College · Kentucky · Educational Services
$168M in assets, 743 participants
Berea College's Berea College Retirement Plan reported $168M in total assets and 743 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,234 in Educational Services (3,638 peers)
Where Berea College Retirement Plan sits by assets
Berea College Retirement Plan sits in the top 10% of all filed plans by assets, $168M for 743 participants (~$226,364/participant), up 6.2% in 2024.
- #3,234
- in Educational Services (3,638 peers)
- +6.2%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Berea College Retirement Plan's outsized position by total assets
Berea College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$168,188,487 Top 6% higher than 94% 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
Berea College Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berea College Retirement Plan sits mid-pack in the medium band (743 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berea College Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Berea College Retirement Plan reported participants fell from 843 in the plan year 2023 filing to 743 in the plan year 2024 filing.
- Berea College Retirement Plan end-of-year assets rose from $158M in the plan year 2023 filing to $168M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 610444650 · Berea College PY 2024 · Other
Berea College Retirement Plan · $168M · 743 · 94th
- PCT $168M
- PCT 743
- PCT 94th
- PCT Other
- PCT near Bank Street College of Education Defined Contribution Plan
- PCT ind #3234
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 →
Berea College Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | $14M |
| Employer EIN | 610444650 |
| Plan Effective Date | 1922-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berea College)
Sponsor-wide plan assets over time
All Berea College plans reported in each filing year
- Latest sponsor-wide plan assets
- $168M 19.963279736414215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 747 | $140M |
| 2023 | 1 | 843 | $158M |
| 2024 | 1 | 743 | $168M |
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
Berea College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Bank Street College of Education Defined Contribution Plan in NY ($168M); by covered participants it is Palmetto Association of Independent Schools Multiple Employer Plan in SC (743 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- Bank Street College of Education Defined Contribution Plan (NY) $168M · 532
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan (VA) $168M · 620
- Incentive Savings Plan for Employees of Meadville Medical Center (PA) $168M · 1,708
- Lawrenceville School Defined Contribution Retirement Plan (NJ) $169M · 570
Similar participant headcount
Nearest other-state filings by covered participants (743 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.