Profit Sharing · DOL Form 5500 · 2022

Solheim Lutheran Home Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
176
Participants Small participant base
57th
Percentile by assets National rank
$39,453
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Solheim Lutheran Home 403(b) Retirement Plan · Sponsored by Solheim Lutheran Home · California · Healthcare & Social Assistance

$7M in assets, 176 participants

Solheim Lutheran Home's Solheim Lutheran Home 403(b) Retirement Plan reported $7M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,691 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Solheim Lutheran Home 403(b) Retirement Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $7M.

#12,691
in Healthcare & Social Assistance (20,060 peers)
-34.8%
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.

Solheim Lutheran Home 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Solheim Lutheran Home 403(b) Retirement Plan vs every filed plan by assets

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

$6,943,696 Top 43% higher than 57% 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

Solheim Lutheran Home 403(b) 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. Solheim Lutheran Home 403(b) Retirement Plan sits mid-pack in the medium band (176 participants).

Published 5500 schedule card

Filing strip 951643384 · Solheim Lutheran Home PY 2022 · Profit Sharing

Solheim Lutheran Home 403(b) Retirement Plan · $7M · 176 · 57th

  • PHOTO $7M
  • IND 176
  • EOY 57th
  • 5500 Profit Sharing
  • ASSETS near Duplin Wine Cellars, Inc 401(k) Plan
  • PCT ind #12691

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 California →

Solheim Lutheran Home 403(b) Retirement Plan in the asset neighbourhood

Andrews Brothers, Inc. Employees Profit Sharing Plan and TrustAndrews Brothers, Inc. Emplo…$7MClements Foods Company Profit Sharing PlanClements Foods Company Profi…$7MSolheim Lutheran Home 403(b) Retirement PlanSolheim Lutheran Home 403(b)…$7MDuplin Wine Cellars, Inc 401(k) PlanDuplin Wine Cellars, Inc 401…$7MGrady Crawford Construction Co. Profit Sharing PlanGrady Crawford Construction …$7M
End-of-year total assets ($M) among Solheim Lutheran Home 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$7M
Net Income-$4M
Employer EIN951643384
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Solheim Lutheran Home)

Sponsor-wide plan assets over time

All Solheim Lutheran Home plans reported in each filing year

Latest sponsor-wide plan assets
$8M 8.372788785684165% vs 2022
2024 filing year
$6.8M$7M$7.2M$7.4M$7.6M 202220232024 $6.94M $7.53M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 176 $7M
2023 1 134 $7M
2024 1 158 $8M

Nearby Profit Sharing Plans in California

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

Solheim Lutheran Home 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Solheim Lutheran Home 403(b) Retirement Plan, Total assets ($B): 0.006943696 · Participants: 176Solheim Lutheran Home 403(b) Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Solheim Lutheran Home 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Solheim Lutheran Home 403(b) Retirement Plan side-by-side with 3 peers →

Solheim Lutheran Home 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Duplin Wine Cellars, Inc 401(k) Plan in NC ($7M); by covered participants it is Analytical Graphics, Inc. Profit Sharing Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Solheim Lutheran Home 403(b) Retirement Plan assets move in 2022? ▼
Solheim Lutheran Home 403(b) Retirement Plan contracted severely - down 34.8% during 2022, from $11M to $7M. Reported net income was -$4M.
How have Solheim Lutheran Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Solheim Lutheran Home's sponsor-wide assets grew 8.4%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Solheim Lutheran Home 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Duplin Wine Cellars, Inc 401(k) Plan in NC ($7M, 135 participants).
Which Profit Sharing plans cover a similar participant headcount to Solheim Lutheran Home 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Analytical Graphics, Inc. Profit Sharing Plan in PA (176 participants, $25K 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 951643384.

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.