Other · DOL Form 5500 · 2022

Lutheran Homes Society Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
176
Participants Small participant base
32nd
Percentile by assets National rank
$10,292
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan · Sponsored by Lutheran Homes Society · Iowa · Healthcare & Social Assistance

$2M in assets, 176 participants

Lutheran Homes Society's Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan reported $2M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,552 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan covers 176 participants in Iowa, about 29% of the average Iowa filer (state average ~609 per filing). Assets: $2M.

#6,552
in Healthcare & Social Assistance (20,060 peers)
-19.1%
assets change YoY

The plan reported a net loss of $427K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan among the smaller filed plans by assets

Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan vs every filed plan by assets

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

$1,811,467 32nd percentile higher than 32% 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

Lutheran Homes Society Dba Lutheran Living Senior Campus Employee 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. Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan sits mid-pack in the medium band (176 participants).

Published 5500 schedule card

Filing strip 420698201 · Lutheran Homes Society PY 2022 · Other

Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan · $2M · 176 · 32nd

  • VS-ST $2M
  • BOY 176
  • SCH 32nd
  • EBSA Other
  • PART near Mur-Ci Homes, Inc. Tax Deferred Annuity Plan
  • TYPE ind #6552

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 →

Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan in the asset neighbourhood

Resurrection Christian School 403(b) PlanResurrection Christian Schoo…$2MLutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement PlanLutheran Homes Society Dba L…$2MMur-Ci Homes, Inc. Tax Deferred Annuity PlanMur-Ci Homes, Inc. Tax Defer…$2MChemed Retirement Plan$2MHome Care Partners, Inc. 403(b) PlanHome Care Partners, Inc. 403…$2M
End-of-year total assets ($M) among Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan and nearest nationwide Other 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-$427K
Employer EIN420698201
Plan Effective Date2001-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Iowa

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

Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan, Total assets ($M): 1.811467 · Participants: 176Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement PlanIaicu Multiple Employer Plan, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 297.192368 · Participants: 4454Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 248.646529 · Participants: 1182Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan side-by-side with 3 peers →

Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Mur-Ci Homes, Inc. Tax Deferred Annuity Plan in TN ($2M); by covered participants it is Skyline Education 403(b) Plan in AZ (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

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 Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan assets move in 2022? ▼
Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan declined sharply - down 19.1% during 2022, from $2M to $2M. Reported net income was -$427K.
Which Other plans are similar in size to Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mur-Ci Homes, Inc. Tax Deferred Annuity Plan in TN ($2M, 161 participants).
Which Other plans cover a similar participant headcount to Lutheran Homes Society Dba Lutheran Living Senior Campus Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Skyline Education 403(b) Plan in AZ (176 participants, $720K 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 420698201.

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.