Other · DOL Form 5500 · 2022
Lutheran Homes Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $38,257
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Memorial Home 403(b) Retirement Savings Plan · Sponsored by Lutheran Homes · Minnesota · Healthcare & Social Assistance
$3M in assets, 72 participants
Lutheran Homes's Lutheran Memorial Home 403(b) Retirement Savings Plan reported $3M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #8,402 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Lutheran Memorial Home 403(b) Retirement Savings Plan declined sharply 19.6% in 2022 ($3M → $3M) for 72 participants.
- #8,402
- in Healthcare & Social Assistance (20,060 peers)
- -19.6%
- assets change YoY
The plan reported a net loss of $672K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lutheran Memorial Home 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lutheran Memorial Home 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,754,517 39th percentile higher than 39% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lutheran Memorial Home 403(b) Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Memorial Home 403(b) Retirement Savings Plan is a small filing (72 participants) on this national headcount ladder.
DOL schedule card
Filing strip 410694719 · Lutheran Homes PY 2022 · Other
Lutheran Memorial Home 403(b) Retirement Savings Plan · $3M · 72 · 39th
- EOY $3M
- 5500 72
- ASSETS 39th
- PCT Other
- EIN near Fairview 403(b) Plan
- RANK ind #8402
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 Minnesota →
Lutheran Memorial Home 403(b) Retirement Savings Plan in the asset neighbourhood
Lutheran Homes years around the 2022 move
Sponsor-wide plan assets over time
All Lutheran Homes plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 2.9906150515680245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $3M |
| 2023 | 1 | 74 | $3M |
| 2024 | 1 | 70 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$672K |
| Employer EIN | 410694719 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
Lutheran Memorial Home 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Fairview 403(b) Plan in CT ($3M); by covered participants it is Gateway School Defined Contribution Retirement Plan in NY (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 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.