Bellarmine University: 403(b) plan, 599 participants (Louisville, KY)

Bellarmine University (Louisville, Kentucky): 403(b) plan, 599 participants (Louisville, KY). Its participants of 599 is above the median of 294 (71st percentile). Dated 22 days ago, it is in the active follow-up window. Score 60/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).

Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)

participants: 599 · 71th percentile of 126,658 BenefitPlanPulse records · 2.0x the median

Free preview: all 11 published fields of this record are shown below. Locked: 499 related KY BenefitPlanPulse records and the 6-column CSV export.

FieldValue
Employer (plan sponsor)Bellarmine University
EIN610482955
PlanBellarmine University Tax Deferred Annuity Plan
Plan type403(b)
TriggerPlan with 100+ participants
Participants599
IndustryEducation
LocationLouisville, KY
Plan effective1976-01-01
Plan year2025
Filed2026-10-14
participants percentile71th of 126,658 (median 294, 2.0x median)
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  • Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
  • Record date: 2026-10-14
  • Data refreshed: 2026-11-04
  • Refunds on request within 14 days

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LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT

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Peer benchmark and outreach value: Bellarmine University and 1,478 Kentucky peers

  • Kentucky BenefitPlanPulse records like this one: 1,478
  • Bellarmine University's participants: 71st percentile of 126,658 records
  • Timing: Medium: dated in the last 30 days
  • Estimated pipeline if you contact every Kentucky peer: $295,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)

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60 / 100 Score

  • Filed in the last 30 days.
  • 599 participants.

What is the BenefitPlanPulse record for Bellarmine University in Louisville, Kentucky?

Bellarmine University filed a Form 5500 for its 403(b) plan (plan with 100+ participants) with 599 participants on 2026-10-14.

How does Bellarmine University compare to other Kentucky BenefitPlanPulse records?

Its participants of 599 sits in the upper half (71th percentile) of 126,658 records; the median is 294. It is 22 days old, still within a typical 45-day follow-up window.

Bellarmine University vs. top 3 peers

OrganizationLocationAmountPercentileRecord date
Bellarmine UniversityLouisville, KY59971st2026-10-14
Rae CorporationPryor, OK71474th2026-10-24
Sightglass Mgmt, INC.Alameda, CA46264th2026-10-23
Nuna, INC.San Francisco, CA35456th2026-10-24

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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days

From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.

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