Other · DOL Form 5500 · 2024

Bourbon Heights, Inc. Retirement Plan

Data updated 2026-08-25

$650K
Total assets Small plan by assets
90
Participants Small participant base
20th
Percentile by assets National rank
$7,226
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

$650K in assets, 90 participants

Bourbon Heights, Inc.'s Bourbon Heights, Inc. Retirement Plan reported $650K in total assets and 90 participants in its 2024 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.

  • #2,582 in Healthcare & Social Assistance (16,916 peers)

Bourbon Heights, Inc. multi-year trail

Bourbon Heights, Inc.'s plans moved -11.5% in assets from 2022 to 2024; this filing shows Bourbon Heights, Inc. Retirement Plan at $650K / 90 participants.

#2,582
in Healthcare & Social Assistance (16,916 peers)
-3.6%
assets change YoY

The plan reported a net loss of $24K 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 2024 · DOL Form 5500

$650,332 20th percentile higher than 20% of 123,620 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 2024

Bourbon Heights, Inc. Retirement 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. Bourbon Heights, Inc. Retirement Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bourbon Heights, Inc. Retirement Plan reported net income rose from -$61K in the plan year 2023 filing to -$24K in the plan year 2024 filing.
  • Bourbon Heights, Inc. Retirement Plan reported participants fell from 106 in the plan year 2023 filing to 90 in the plan year 2024 filing.
  • Bourbon Heights, Inc. Retirement Plan end-of-year assets fell from $674K in the plan year 2023 filing to $650K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 610605767 · Bourbon Heights, Inc. PY 2024 · Other

Bourbon Heights, Inc. Retirement Plan · $650K · 90 · 20th

  • SCH $650K
  • EBSA 90
  • PART 20th
  • TYPE Other
  • NET near The Wight Foundation Profit Sharing Plan
  • BOOK ind #2582

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

Bourbon Heights, Inc. Retirement PlanBourbon Heights, Inc. Retire…$650KThe Wight Foundation Profit Sharing PlanThe Wight Foundation Profit …$650KAlabama Childrens Clinic PC Profit Sharing PlanAlabama Childrens Clinic PC …$649KFidelity Group Tax-Sheltered Custodial AccountFidelity Group Tax-Sheltered…$654KAcademy at Ocean Reef Defined Contribution Retirement PlanAcademy at Ocean Reef Define…$642K
End-of-year total assets ($M) among Bourbon Heights, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Bourbon Heights, Inc. multi-year asset trail

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

Bourbon Heights, Inc. filing trail (2024)

Total Assets (Beginning of Year)$674K
Net Assets (End of Year)$650K
Net Income-$24K
Employer EIN610605767
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

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 -10123 Total assets ($B) Participants Bourbon Heights, Inc. Retirement Plan, Total assets ($B): 0.000650332 · Participants: 90Bourbon Heights, Inc. Retirement PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 2.274518139 · Participants: 21863Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.156320612 · Participants: 0Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.548729286 · Participants: 3633Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.498958779 · Participants: 3367Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.452526825 · Participants: 3350Electrical Workers Local 369 Retirement Fund
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 The Wight Foundation Profit Sharing Plan in NJ ($650K); by covered participants it is The Washington Latin School Tax Deferred Annuity Plan in DC (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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.

Frequently Asked Questions

How did Bourbon Heights, Inc. Retirement Plan assets move in 2024? ▼
Bourbon Heights, Inc. Retirement Plan edged down modestly - down 3.6% during 2024, from $674K to $650K. Reported net income was -$24K.
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 123,622 plans that reported assets for plan year 2024 (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 The Wight Foundation Profit Sharing Plan in NJ ($650K, 6 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 The Washington Latin School Tax Deferred Annuity Plan in DC (90 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.