401(k) · DOL Form 5500 · 2022

Eventide Lutheran Home 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
115
Participants Small participant base
31st
Percentile by assets National rank
$14,853
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Eventide 401(k) Plan and Trust · Sponsored by Eventide Lutheran Home · Iowa · Healthcare & Social Assistance

$2M in assets, 115 participants

Eventide Lutheran Home's Eventide 401(k) Plan and Trust reported $2M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,302 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Eventide 401(k) Plan and Trust covers 115 participants in Iowa, about 19% of the average Iowa filer (state average ~609 per filing). Assets: $2M.

#6,302
in Healthcare & Social Assistance (20,060 peers)
-17.3%
assets change YoY

The plan reported a net loss of $358K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eventide 401(k) Plan and Trust among the smaller filed plans by assets

Eventide 401(k) Plan and Trust vs every filed plan by assets

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

$1,708,116 31st percentile higher than 31% 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

Eventide 401(k) Plan and Trust 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. Eventide 401(k) Plan and Trust sits mid-pack in the medium band (115 participants).

Form 5500 schedule snapshot

Filing strip 420866122 · Eventide Lutheran Home PY 2022 · 401(k)

Eventide 401(k) Plan and Trust · $2M · 115 · 31st

  • VS-ST $2M
  • BOY 115
  • SCH 31st
  • EBSA 401(k)
  • PART near Golden Valley Engineering & Surveying Inc. 401(k) Profit Sharing Plan
  • TYPE ind #6302

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 →

Eventide 401(k) Plan and Trust in the asset neighbourhood

Eventide 401(k) Plan and TrustEventide 401(k) Plan and Tru…$2MGolden Valley Engineering & Surveying Inc. 401(k) Profit Sharing PlanGolden Valley Engineering & …$2MSheridan Asset Management LLC 401(k) Profit Sharing Plan & TrustSheridan Asset Management LL…$2MBeach Oil Co, Inc. 401(k) PlanBeach Oil Co, Inc. 401(k) Pl…$2MAk Financial Group 401(k) Profit Sharing PlanAk Financial Group 401(k) Pr…$2M
End-of-year total assets ($M) among Eventide 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$358K
Employer EIN420866122
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Eventide 401(k) Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Eventide 401(k) Plan and Trust, Total assets ($B): 0.001708116 · Participants: 115Eventide 401(k) Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Eventide 401(k) Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants

Eventide 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Golden Valley Engineering & Surveying Inc. 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Eventide 401(k) Plan and Trust assets move in 2022?
Eventide 401(k) Plan and Trust declined sharply - down 17.3% during 2022, from $2M to $2M. Reported net income was -$358K.
Which 401(k) plans are similar in size to Eventide 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Golden Valley Engineering & Surveying Inc. 401(k) Profit Sharing Plan in CA ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Eventide 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants, N/A in assets).