Other · DOL Form 5500 · 2024

Bellarmine University Retirement Plan

Data updated 2026-08-11

$104M
Total assets
466
Participants
91st
Percentile by assets
$223,101
Avg per participant
PlainRetire home → About this data

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.

  • 91st percentile by assets (of 123,622 plans)
  • #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.

$104M
total plan assets (2024 EOY)
466
covered participants
91st
percentile by assets (of 123,622 plans)
$223,101
avg assets per participant

Where Bellarmine University Defined Contribution Plan sits 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 $2,010,000,000 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

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 →

State
Kentucky
Industry
Educational Services

Bellarmine University Defined Contribution Plan vs the 2024 asset distribution

By assets, Bellarmine University Defined Contribution Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

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)

$115M$120M$125M$130M$135M$140M 202220232024 $118M $134M ▲ +13.3%
Total plan assets by year, all Bellarmine University plans on file
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 ($B) Participants Bellarmine Universit…, Total assets ($B): 0.103964846 · Participants: 466Bellarmine Universit…Norton Healthcare 40…, Total assets ($B): 2.274518139 · Participants: 21863Norton Healthcare 40…Baptist Health Thrif…, Total assets ($B): 1.156320612 · Participants: 0Baptist Health Thrif…Electrical Workers L…, Total assets ($B): 0.548729286 · Participants: 3633Electrical Workers L…Electrical Workers L…, Total assets ($B): 0.498958779 · Participants: 3367Electrical Workers L…Electrical Workers L…, Total assets ($B): 0.452526825 · Participants: 3350Electrical Workers L…
Bellarmine University Defined Contribution Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare Bellarmine University Defined Contributi… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Bellarmine University Defined Contribution Plan by total assets, not by location.

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).

Next read for Bellarmine University Defined Contributi…

Scale reading

Ways to act on Bellarmine University Defined Contribution Plan's numbers.

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.