Other · DOL Form 5500 · 2022
The Wartburg Home Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 393
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $18,343
- Avg per participant Low balance/head
Official DOL plan name: Wartburg Adult Care Community 403(b) Savings Plan · Sponsored by The Wartburg Home · New York · Healthcare & Social Assistance
$7M in assets, 393 participants
The Wartburg Home's Wartburg Adult Care Community 403(b) Savings Plan reported $7M in total assets and 393 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #12,827 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Wartburg Adult Care Community 403(b) Savings Plan covers 393 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #12,827
- in Healthcare & Social Assistance (20,060 peers)
- -6.2%
- assets change YoY
The plan reported a net loss of $473K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wartburg Adult Care Community 403(b) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Wartburg Adult Care Community 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,208,993 Top 42% higher than 58% 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
Wartburg Adult Care Community 403(b) Savings 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. Wartburg Adult Care Community 403(b) Savings Plan sits mid-pack in the medium band (393 participants).
DOL schedule card
Filing strip 131740497 · The Wartburg Home PY 2022 · Other
Wartburg Adult Care Community 403(b) Savings Plan · $7M · 393 · 58th
- PHOTO $7M
- PHOTO 393
- PHOTO 58th
- PHOTO Other
- PHOTO near Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan
- PHOTO ind #12827
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 New York →
Wartburg Adult Care Community 403(b) Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$473K |
| Employer EIN | 131740497 |
| Plan Effective Date | 2010-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wartburg Home)
Sponsor-wide plan assets over time
All The Wartburg Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 0.28289665422063803% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 393 | $7M |
| 2023 | 1 | 383 | $7M |
| 2024 | 1 | 426 | $7M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Wartburg Adult Care Community 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Holyoke Chicopee Springfield Head Start, Inc. 403(b) Retirement Plan in MA ($7M); by covered participants it is Sun Life Family Health Center, Inc. 403(b) Plan in AZ (393 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (393 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.