Other · DOL Form 5500 · 2022

Northland Lutheran Retirement Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
186
Participants Below avg headcount
48th
Percentile by assets National rank
$24,029
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Northland Lutheran Retirement Community 403(b) Plan · Sponsored by Northland Lutheran Retirement · Wisconsin · Healthcare & Social Assistance

$4M in assets, 186 participants

Northland Lutheran Retirement's Northland Lutheran Retirement Community 403(b) Plan reported $4M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #10,750 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Northland Lutheran Retirement Community 403(b) Plan covers 186 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#10,750
in Healthcare & Social Assistance (20,060 peers)
-29.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Northland Lutheran Retirement Community 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Northland Lutheran Retirement Community 403(b) Plan vs every filed plan by assets

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

$4,469,420 48th percentile higher than 48% 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

Northland Lutheran Retirement Community 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. Northland Lutheran Retirement Community 403(b) Plan sits mid-pack in the medium band (186 participants).

Plan-year Form 5500 strip

Filing strip 391637677 · Northland Lutheran Retirement PY 2022 · Other

Northland Lutheran Retirement Community 403(b) Plan · $4M · 186 · 48th

  • VS-ST $4M
  • VS-ST 186
  • VS-ST 48th
  • VS-ST Other
  • VS-ST near Cincinnati Symphony Orchestra Employee 403(b) Plan
  • VS-ST ind #10750

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 Wisconsin →

Northland Lutheran Retirement Community 403(b) Plan in the asset neighbourhood

Northland Lutheran Retirement Community 403(b) PlanNorthland Lutheran Retiremen…$4MCincinnati Symphony Orchestra Employee 403(b) PlanCincinnati Symphony Orchestr…$4MGoodwill Specialty Services, Inc. Government Contractors Savings PlanGoodwill Specialty Services,…$4MUtah Food Bank 403(b) Plan$4MEarly Learning Coalition of Broward County, Inc. Retirement PlanEarly Learning Coalition of …$4M
End-of-year total assets ($M) among Northland Lutheran Retirement Community 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN391637677
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

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

Northland Lutheran Retirement Community 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Northland Lutheran Retirement Community 403(b) Plan, Total assets ($B): 0.00446942 · Participants: 186Northland Lutheran Retirement Community 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Northland Lutheran Retirement Community 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Northland Lutheran Retirement Community 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Cincinnati Symphony Orchestra Employee 403(b) Plan in OH ($4M); by covered participants it is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 participants). Same-state nearby plans are listed separately above.

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 Northland Lutheran Retirement Community 403(b) Plan assets move in 2022?
Northland Lutheran Retirement Community 403(b) Plan declined sharply - down 29.3% during 2022, from $6M to $4M. Reported net income was -$2M.
Which Other plans are similar in size to Northland Lutheran Retirement Community 403(b) Plan?
Among Other plans in other states, the closest by assets is Cincinnati Symphony Orchestra Employee 403(b) Plan in OH ($4M, 408 participants).
Which Other plans cover a similar participant headcount to Northland Lutheran Retirement Community 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Schools for Children, Inc. 403(b) Retirement Plan in MA (186 participants, $20M in assets).