401(k) · DOL Form 5500 · 2022
Bethany Lutheran Homes, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 142
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $10,878
- Avg per participant Low balance/head
Official DOL plan name: Bethany Lutheran Homes, Inc. 401(k) Plan · Sponsored by Bethany Lutheran Homes, Inc. · Iowa · Healthcare & Social Assistance
$2M in assets, 142 participants
Bethany Lutheran Homes, Inc.'s Bethany Lutheran Homes, Inc. 401(k) Plan reported $2M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,904 in Healthcare & Social Assistance (20,060 peers)
Coverage in Iowa
Bethany Lutheran Homes, Inc. 401(k) Plan covers 142 participants in Iowa, about 23% of the average Iowa filer (state average ~609 per filing). Assets: $2M.
- #5,904
- in Healthcare & Social Assistance (20,060 peers)
- -22.2%
- assets change YoY
The plan reported a net loss of $440K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bethany Lutheran Homes, Inc. 401(k) Plan among the smaller filed plans by assets
Bethany Lutheran Homes, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,544,713 30th percentile higher than 30% 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
Bethany Lutheran Homes, Inc. 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, Inc. 401(k) Plan sits mid-pack in the medium band (142 participants).
Form 5500 schedule snapshot
Filing strip 421014553 · Bethany Lutheran Homes, Inc. PY 2022 · 401(k)
Bethany Lutheran Homes, Inc. 401(k) Plan · $2M · 142 · 30th
- PHOTO $2M
- PHOTO 142
- PHOTO 30th
- PHOTO 401(k)
- PHOTO near Off the Grid Services, LLC 401(k) Plan
- PHOTO ind #5904
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 Iowa →
Bethany Lutheran Homes, Inc. 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$440K |
| Employer EIN | 421014553 |
| Plan Effective Date | 2000-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Bethany Lutheran Homes, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Off the Grid Services, LLC 401(k) Plan in CA ($2M); by covered participants it is Kent Materials 401(k) in LA (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.
- Kent Materials 401(k) (LA) 142 · 0 off
- Mistequay Group Ltd. 401(k) Plan (MI) 142 · 0 off
- T & K Asphalt Services, Inc. 401(k) Plan (MA) 142 · 0 off
- Hhi Corporation 401(k) Plan (UT) 142 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.