401(k) · DOL Form 5500 · 2022

Bethany Lutheran Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
524
Participants Below avg headcount
63rd
Percentile by assets National rank
$17,773
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bethany Lutheran Homes 401(k) Plan · Sponsored by Bethany Lutheran Homes, Inc. · Wisconsin · Healthcare & Social Assistance

$9M in assets, 524 participants

Bethany Lutheran Homes, Inc.'s Bethany Lutheran Homes 401(k) Plan reported $9M in total assets and 524 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,842 in Healthcare & Social Assistance (20,060 peers)

Bethany Lutheran Homes, Inc. multi-year trail

Bethany Lutheran Homes, Inc.'s plans moved +20.7% in assets from 2022 to 2024; this filing shows Bethany Lutheran Homes 401(k) Plan at $9M / 524 participants.

#13,842
in Healthcare & Social Assistance (20,060 peers)
-27.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bethany Lutheran Homes 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bethany Lutheran Homes 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,312,883 Top 37% higher than 63% of 139,123 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 2022

Bethany Lutheran Homes 401(k) 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. Bethany Lutheran Homes 401(k) Plan sits mid-pack in the medium band (524 participants).

Plan-year Form 5500 strip

Filing strip 390909446 · Bethany Lutheran Homes, Inc. PY 2022 · 401(k)

Bethany Lutheran Homes 401(k) Plan · $9M · 524 · 63rd

  • BOY $9M
  • SCH 524
  • EBSA 63rd
  • PART 401(k)
  • TYPE near Norwex USA Inc. 401(k) Plan
  • NET ind #13842

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 →

Bethany Lutheran Homes 401(k) Plan in the asset neighbourhood

Bethany Lutheran Homes 401(k) PlanBethany Lutheran Homes 401(k…$9MNorwex USA Inc. 401(k) Plan$9MIsoftstone 401(k) Profit Sharing Plan & TrustIsoftstone 401(k) Profit Sha…$9MImage Options Retirement Savings PlanImage Options Retirement Sav…$9MS.R. Freeman, Inc. Profit Sharing Plan & TrustS.R. Freeman, Inc. Profit Sh…$9M
End-of-year total assets ($M) among Bethany Lutheran Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bethany Lutheran Homes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bethany Lutheran Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 20.65090906865253% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.31M $11.2M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 524 $9M
2023 1 480 $10M
2024 1 516 $11M

Bethany Lutheran Homes, Inc. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN390909446
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bethany Lutheran Homes 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bethany Lutheran Homes 401(k) Plan, Total assets ($B): 0.009312883 · Participants: 524Bethany Lutheran Homes 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Bethany Lutheran Homes 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bethany Lutheran Homes 401(k) Plan side-by-side with 3 peers →

Bethany Lutheran Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Norwex USA Inc. 401(k) Plan in TX ($9M); by covered participants it is Absolute Care Management Corporation 401(k) Plan in AR (524 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (524 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bethany Lutheran Homes 401(k) Plan assets move in 2022? ▼
Bethany Lutheran Homes 401(k) Plan declined sharply - down 27.3% during 2022, from $13M to $9M. Reported net income was -$3M.
How have Bethany Lutheran Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethany Lutheran Homes, Inc.'s sponsor-wide assets grew 20.7%, from $9M to $11M.
Which 401(k) plans are similar in size to Bethany Lutheran Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Norwex USA Inc. 401(k) Plan in TX ($9M, 374 participants).
Which 401(k) plans cover a similar participant headcount to Bethany Lutheran Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Absolute Care Management Corporation 401(k) Plan in AR (524 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390909446.

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.