Other · DOL Form 5500 · 2024

Bellarmine University Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
451
Participants Below avg headcount
77th
Percentile by assets National rank
$67,053
Avg per participant Below avg balance/head
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Official DOL plan name: Bellarmine University Tax Deferred Annuity Plan · Sponsored by Bellarmine University · Kentucky · Educational Services

$30M in assets, 451 participants

Bellarmine University's Bellarmine University Tax Deferred Annuity Plan reported $30M in total assets and 451 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,258 in Educational Services (3,638 peers)

Where Bellarmine University Tax Deferred Annuity Plan sits by assets

Bellarmine University Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $30M for 451 participants (~$67,053/participant), up 3.7% in 2024.

#2,258
in Educational Services (3,638 peers)
+3.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bellarmine University Tax Deferred Annuity Plan's outsized position by total assets

Bellarmine University Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$30,240,733 Top 23% higher than 77% 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

Bellarmine University Tax Deferred Annuity 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. Bellarmine University Tax Deferred Annuity Plan sits mid-pack in the medium band (451 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bellarmine University Tax Deferred Annuity Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bellarmine University Tax Deferred Annuity Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Bellarmine University Tax Deferred Annuity Plan reported participants fell from 457 in the plan year 2023 filing to 451 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 610482955 · Bellarmine University PY 2024 · Other

Bellarmine University Tax Deferred Annuity Plan · $30M · 451 · 77th

  • ASSETS $30M
  • PCT 451
  • EIN 77th
  • RANK Other
  • PHOTO near The Skoll Foundation Retirement Plan
  • IND ind #2258

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 Tax Deferred Annuity Plan in the asset neighbourhood

The Cambridge School of Weston Tda and DC Retirement PlanThe Cambridge School of West…$30MDoheny Eye Institute Defined Contribution Retirement PlanDoheny Eye Institute Defined…$30MFroedtert South, Inc. 401(a) Defined Contribution Retirement PlanFroedtert South, Inc. 401(a)…$30MBellarmine University Tax Deferred Annuity PlanBellarmine University Tax De…$30MThe Skoll Foundation Retirement PlanThe Skoll Foundation Retirem…$30M
End-of-year total assets ($M) among Bellarmine University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$30M
Net Income$1M
Employer EIN610482955
Plan Effective Date1976-01-01
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 Tax Deferred Annuity Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Bellarmine University Tax Deferred Annuity Plan, Total assets ($B): 0.030240733 · Participants: 451Bellarmine University Tax Deferred Annuity 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
Bellarmine University Tax Deferred Annuity Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Bellarmine University Tax Deferred Annuity Plan side-by-side with 3 peers →

Bellarmine University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is The Skoll Foundation Retirement Plan in CA ($30M); by covered participants it is Authoracare Collective 403(b) Retirement Savings Plan in NC (451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (451 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 Bellarmine University Tax Deferred Annuity Plan assets move in 2024? ▼
Bellarmine University Tax Deferred Annuity Plan edged up modestly - up 3.7% during 2024, from $29M to $30M. Reported net income was $1M.
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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Bellarmine University Tax Deferred Annuity Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Bellarmine University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Skoll Foundation Retirement Plan in CA ($30M, 57 participants).
Which Other plans cover a similar participant headcount to Bellarmine University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Authoracare Collective 403(b) Retirement Savings Plan in NC (451 participants, $32M 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 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.