Profit Sharing · DOL Form 5500 · 2022

Palmer Lutheran Health Center, Inc Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
219
Participants Below avg headcount
74th
Percentile by assets National rank
$75,639
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Palmer Lutheran Health Center, Inc. 403(b) Plan · Sponsored by Palmer Lutheran Health Center, Inc · Iowa · Healthcare & Social Assistance

$17M in assets, 219 participants

Palmer Lutheran Health Center, Inc's Palmer Lutheran Health Center, Inc. 403(b) Plan reported $17M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,748 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Palmer Lutheran Health Center, Inc. 403(b) Plan covers 219 participants in Iowa, about 36% of the average Iowa filer (state average ~609 per filing). Assets: $17M.

#15,748
in Healthcare & Social Assistance (20,060 peers)
-4.3%
assets change YoY

The plan reported a net loss of $752K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Palmer Lutheran Health Center, Inc. 403(b) Plan's outsized position by total assets

Palmer Lutheran Health Center, Inc. 403(b) Plan vs every filed plan by assets

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

$16,565,021 Top 26% higher than 74% 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

Palmer Lutheran Health Center, Inc. 403(b) 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. Palmer Lutheran Health Center, Inc. 403(b) Plan sits mid-pack in the medium band (219 participants).

EBSA filing schedule strip

Filing strip 421320763 · Palmer Lutheran Health Center, Inc PY 2022 · Profit Sharing

Palmer Lutheran Health Center, Inc. 403(b) Plan · $17M · 219 · 74th

  • EOY $17M
  • 5500 219
  • ASSETS 74th
  • PCT Profit Sharing
  • EIN near Plaza Provision Company Profit Sharing Plan
  • RANK ind #15748

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 →

Palmer Lutheran Health Center, Inc. 403(b) Plan in the asset neighbourhood

The Village for Families & Children, Inc. 403(b)DC PlanThe Village for Families & C…$17MPalmer Lutheran Health Center, Inc. 403(b) PlanPalmer Lutheran Health Cente…$17MPlaza Provision Company Profit Sharing PlanPlaza Provision Company Prof…$17MCozen Oconnor Profit Sharing Plan BCozen Oconnor Profit Sharing…$17MUricchio, Howe & Krell, P. a. Profit Sharing PlanUricchio, Howe & Krell, P. a…$17M
End-of-year total assets ($M) among Palmer Lutheran Health Center, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income-$752K
Employer EIN421320763
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Lutheran Health Center, Inc)

Sponsor-wide plan assets over time

All Palmer Lutheran Health Center, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 7.989564275227903% vs 2022
2023 filing year
$16M$16.5M$17M$17.5M$18M$18.5M 20222023 $16.6M $17.9M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 219 $17M
2023 1 214 $18M

Nearby Profit Sharing Plans in Iowa

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

Palmer Lutheran Health Center, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 121416182022 Total assets ($M) Participants Palmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 16.565021 · Participants: 219Palmer Lutheran Health Center, Inc. 403(b) PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 21.182486 · Participants: 12Liberty Pattern Company Profit Sharing PlanCambridge Investment Group, Inc. Profit Sharing Plan, Total assets ($M): 17.001274 · Participants: 772Cambridge Investment Group, Inc. Profit Sharing PlanTs Banking Group Savings Plan, Total assets ($M): 14.749988 · Participants: 227Ts Banking Group Savings PlanHwh Corporation Employees' Profit Sharing Plan and Trust, Total assets ($M): 14.268608 · Participants: 80Hwh Corporation Employees' Profit Sharing Plan and TrustBurgess Health Center 403(b) Plan, Total assets ($M): 13.622011 · Participants: 275Burgess Health Center 403(b) Plan
Palmer Lutheran Health Center, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Palmer Lutheran Health Center, Inc. 403(b) Plan side-by-side with 3 peers →

Palmer Lutheran Health Center, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Plaza Provision Company Profit Sharing Plan in PR ($17M); by covered participants it is Rivermead 403(b) Plan in NH (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Palmer Lutheran Health Center, Inc. 403(b) Plan assets move in 2022? ▼
Palmer Lutheran Health Center, Inc. 403(b) Plan edged down modestly - down 4.3% during 2022, from $17M to $17M. Reported net income was -$752K.
How have Palmer Lutheran Health Center, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Palmer Lutheran Health Center, Inc's sponsor-wide assets grew 8.0%, from $17M to $18M.
Which Profit Sharing plans are similar in size to Palmer Lutheran Health Center, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plaza Provision Company Profit Sharing Plan in PR ($17M, 569 participants).
Which Profit Sharing plans cover a similar participant headcount to Palmer Lutheran Health Center, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rivermead 403(b) Plan in NH (219 participants, $7M 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 421320763.

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.