401(k)
2022 plan-year 401(k) DOL Form 5500

Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Eger Lutheran Homes and Services, Inc. · New York · Healthcare & Social Assistance

What the 2023 filing shows

Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. holds $13M for 114 participants — about $110,731 per participant, down 21.7% over the 2022 plan year.

$13M
total plan assets (2022 EOY)
114
covered participants
$110,731
avg assets per participant
-21.7%
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.

Total Assets (2023)
$13M
Participants
114
State
Industry
Healthcare & Social Assistance

What the Filing Says About Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.

Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. is a 401(k) retirement plan sponsored by Eger Lutheran Homes and Services, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 114 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 135564936, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2022 to $13M at year-end — a decline of 21.7%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-3,492,358 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$-3,492,358
Plan Type401(k)
Employer EIN135564936
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eger Lutheran Homes and Services, Inc.)

Year Plans Participants Total Assets
2022 2 633 $20M
2023 2 557 $22M
2024 2 580 $17M

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Frequently Asked Questions

How much money is in the Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.?
As of the 2022 Form 5500 filing, Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. holds $13M in total assets with 114 participants. It is sponsored by Eger Lutheran Homes and Services, Inc..
What type of plan is Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.?
Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 135564936.
Who sponsors the Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.?
Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. is sponsored by Eger Lutheran Homes and Services, Inc., located in New York. The sponsor's EIN is 135564936 and the plan operates in the Healthcare & Social Assistance industry.
How did Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. perform in 2022?
Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. declined by 21.7% during 2022, moving from $16M to $13M in total assets. Net income was $-3,492,358.
Where can I find official filings for Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.?
Official Form 5500 filings for Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135564936 or plan name at efast.dol.gov.
How does Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. compare to other plans?
You can compare Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 135564936.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.