Other · DOL Form 5500 · 2022
Lutheran Homes of Oconomowoc, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 342
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $37,164
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Homes of Oconomowoc Retirement Plan · Sponsored by Lutheran Homes of Oconomowoc, Inc. · Wisconsin · Healthcare & Social Assistance
$13M in assets, 342 participants
Lutheran Homes of Oconomowoc, Inc.'s Lutheran Homes of Oconomowoc Retirement Plan reported $13M in total assets and 342 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #14,937 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Lutheran Homes of Oconomowoc Retirement Plan declined sharply 24.3% in 2022 ($17M → $13M) for 342 participants.
- #14,937
- in Healthcare & Social Assistance (20,060 peers)
- -24.3%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lutheran Homes of Oconomowoc Retirement Plan's outsized position by total assets
Lutheran Homes of Oconomowoc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,710,238 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lutheran Homes of Oconomowoc Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Homes of Oconomowoc Retirement Plan sits mid-pack in the medium band (342 participants).
Plan-year Form 5500 strip
Filing strip 390845016 · Lutheran Homes of Oconomowoc, Inc. PY 2022 · Other
Lutheran Homes of Oconomowoc Retirement Plan · $13M · 342 · 70th
- IND $13M
- IND 342
- IND 70th
- IND Other
- IND near Unison Behavioral Health Group Retirement Plan
- IND ind #14937
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 Wisconsin →
Lutheran Homes of Oconomowoc Retirement Plan in the asset neighbourhood
Lutheran Homes of Oconomowoc, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Lutheran Homes of Oconomowoc, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 4.614956856039989% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 342 | $13M |
| 2023 | 1 | 376 | $15M |
| 2024 | 1 | 399 | $13M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$4M |
| Employer EIN | 390845016 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Lutheran Homes of Oconomowoc Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Unison Behavioral Health Group Retirement Plan in OH ($13M); by covered participants it is Lebanon Valley College Defined Contribution Plan in PA (342 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Unison Behavioral Health Group Retirement Plan (OH) $13M · 175
- Harding Academy Tax Deferred Annuity Plan (TN) $13M · 87
- Port Newark Maintenance & Repair 401(k) Plan (AZ) $13M · 119
- Vnu 403(b) Plan (IA) $13M · 299
Similar participant headcount
Nearest other-state filings by covered participants (342 participants); asset peers above are excluded.
- Lebanon Valley College Defined Contribution Plan (PA) 342 · 0 off
- Elwyn New Jersey 403(b) Plan (PA) 342 · 0 off
- Saint Vincent Retirement Plan (PA) 342 · 0 off
- Population Services International 403(b) Plan (DC) 342 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.