Profit Sharing · DOL Form 5500 · 2022

Lutheran Retirement Home of Greater Seattle Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
169
Participants Small participant base
60th
Percentile by assets National rank
$45,930
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Hearthstone Retirement Plan · Sponsored by Lutheran Retirement Home of Greater Seattle · Washington · Healthcare & Social Assistance

$8M in assets, 169 participants

Lutheran Retirement Home of Greater Seattle's The Hearthstone Retirement Plan reported $8M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,139 in Healthcare & Social Assistance (20,060 peers)

Coverage in Washington

The Hearthstone Retirement Plan covers 169 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $8M.

#13,139
in Healthcare & Social Assistance (20,060 peers)
-26.0%
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.

The Hearthstone Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Hearthstone Retirement Plan vs every filed plan by assets

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

$7,762,232 Top 40% higher than 60% 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

The Hearthstone 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. The Hearthstone Retirement Plan sits mid-pack in the medium band (169 participants).

Form 5500 schedule snapshot

Filing strip 910743702 · Lutheran Retirement Home of Greater Seattle PY 2022 · Profit Sharing

The Hearthstone Retirement Plan · $8M · 169 · 60th

  • BOY $8M
  • BOY 169
  • BOY 60th
  • BOY Profit Sharing
  • BOY near Ips Enterprises, Inc. 403(b) Retirement Savings Plan
  • BOY ind #13139

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 Washington →

The Hearthstone Retirement Plan in the asset neighbourhood

Franz Construction, Inc. Retirement PlanFranz Construction, Inc. Ret…$8MDevelopmental Disabilities Assoc. of Nj Profit Sharing PlanDevelopmental Disabilities A…$8MThe Hearthstone Retirement PlanThe Hearthstone Retirement P…$8MIps Enterprises, Inc. 403(b) Retirement Savings PlanIps Enterprises, Inc. 403(b)…$8MLogan University, Inc. Profit Sharing PlanLogan University, Inc. Profi…$8M
End-of-year total assets ($M) among The Hearthstone Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN910743702
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Retirement Home of Greater Seattle)

Sponsor-wide plan assets over time

All Lutheran Retirement Home of Greater Seattle plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.10418085931985% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.76M $10.3M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 169 $8M
2023 1 168 $9M
2024 1 187 $10M

Nearby Profit Sharing Plans in Washington

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Hearthstone Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600 Total assets ($M) Participants The Hearthstone Retirement Plan, Total assets ($M): 7.762232 · Participants: 169The Hearthstone Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 493.753919 · Participants: 2596Itron, Inc. Incentive Savings PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 468.18651 · Participants: 1613Bill & Melinda Gates Foundation Sharing Retirement PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 284.097962 · Participants: 73362SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 245.51852 · Participants: 1639Western Washington Painters Defined Contribution Pension PlanPeacehealth Southwest Medical Center Employer Contribution Plan, Total assets ($M): 173.025444 · Participants: 3089Peacehealth Southwest Medical Center Employer Contribution Plan
The Hearthstone Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare The Hearthstone Retirement Plan side-by-side with 3 peers →

The Hearthstone Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Ips Enterprises, Inc. 403(b) Retirement Savings Plan in TX ($8M); by covered participants it is San Francisco Health Inc Dba Hospital San Francisco Retirement Plan in PR (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 The Hearthstone Retirement Plan assets move in 2022? ▼
The Hearthstone Retirement Plan declined sharply - down 26.0% during 2022, from $10M to $8M. Reported net income was -$3M.
How have Lutheran Retirement Home of Greater Seattle plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Retirement Home of Greater Seattle's sponsor-wide assets grew 32.1%, from $8M to $10M.
Which Profit Sharing plans are similar in size to The Hearthstone Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ips Enterprises, Inc. 403(b) Retirement Savings Plan in TX ($8M, 981 participants).
Which Profit Sharing plans cover a similar participant headcount to The Hearthstone Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is San Francisco Health Inc Dba Hospital San Francisco Retirement Plan in PR (169 participants, $2M 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 910743702.

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.