Other · DOL Form 5500 · 2024

Bellarmine University Retirement Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
466
Participants Below avg headcount
91st
Percentile by assets National rank
$223,101
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bellarmine University Defined Contribution Plan · Sponsored by Bellarmine University · Kentucky · Educational Services

$104M in assets, 466 participants

Bellarmine University's Bellarmine University Defined Contribution Plan reported $104M in total assets and 466 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,052 in Educational Services (3,638 peers)

Where Bellarmine University Defined Contribution Plan sits by assets

Bellarmine University Defined Contribution Plan sits in the top 10% of all filed plans by assets, $104M for 466 participants (~$223,101/participant), up 5.1% in 2024.

#3,052
in Educational Services (3,638 peers)
+5.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Bellarmine University Defined Contribution Plan's outsized position by total assets

Bellarmine University Defined Contribution Plan vs every filed plan by assets

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

$103,964,846 Top 9% higher than 91% 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 Defined Contribution 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 Defined Contribution Plan sits mid-pack in the medium band (466 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bellarmine University Defined Contribution Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Bellarmine University Defined Contribution Plan end-of-year assets rose from $99M in the plan year 2023 filing to $104M in the plan year 2024 filing.
  • Bellarmine University Defined Contribution Plan reported participants fell from 471 in the plan year 2023 filing to 466 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 Defined Contribution Plan · $104M · 466 · 91st

  • PART $104M
  • TYPE 466
  • NET 91st
  • BOOK Other
  • VS-ST near Washington College Defined Contribution Retirement Plan
  • BOY ind #3052

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 Defined Contribution Plan in the asset neighbourhood

Retirement and Savings Plan$105MBellarmine University Defined Contribution PlanBellarmine University Define…$104MWashington College Defined Contribution Retirement PlanWashington College Defined C…$104MFaith Regional Health Services Tax Deferred Annuity PlanFaith Regional Health Servic…$104MSt. Paul's School Defined Contribution Retirement PlanSt. Paul's School Defined Co…$103M
End-of-year total assets ($M) among Bellarmine University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$104M
Net Income$5M
Employer EIN610482955
Plan Effective Date1956-09-01
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 Defined Contribution Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Bellarmine University Defined Contribution Plan, Total assets ($B): 0.103964846 · Participants: 466Bellarmine University Defined Contribution 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 Defined Contribution Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Bellarmine University Defined Contribution Plan side-by-side with 3 peers →

Bellarmine University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Washington College Defined Contribution Retirement Plan in MD ($104M); by covered participants it is Chicago Horticultural Society 403(b) Retirement Plan in IL (467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Defined Contribution Plan assets move in 2024? ▼
Bellarmine University Defined Contribution Plan grew at a solid clip - up 5.1% during 2024, from $99M to $104M. Reported net income was $5M.
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 Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Bellarmine University Defined Contribution Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Bellarmine University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Washington College Defined Contribution Retirement Plan in MD ($104M, 496 participants).
Which Other plans cover a similar participant headcount to Bellarmine University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Chicago Horticultural Society 403(b) Retirement Plan in IL (467 participants, $57M 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.