Other · DOL Form 5500 · 2023

Lutheran Homes of Oconomowoc, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
376
Participants Below avg headcount
67th
Percentile by assets National rank
$38,980
Avg per participant Low balance/head
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Official DOL plan name: Lutheran Homes of Oconomowoc Retirement Plan · Sponsored by Lutheran Homes of Oconomowoc, Inc. · Wisconsin · Healthcare & Social Assistance

$15M in assets, 376 participants

Lutheran Homes of Oconomowoc, Inc.'s Lutheran Homes of Oconomowoc Retirement Plan reported $15M in total assets and 376 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,694 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Lutheran Homes of Oconomowoc Retirement Plan grew sharply 15.3% in 2023 ($13M → $15M) for 376 participants.

#12,694
in Healthcare & Social Assistance (17,684 peers)
+15.3%
assets growth YoY

Lutheran Homes of Oconomowoc Retirement Plan's outsized position by total assets

Lutheran Homes of Oconomowoc Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,656,346 Top 33% higher than 67% of 127,068 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 2023

Lutheran Homes of Oconomowoc Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Homes of Oconomowoc Retirement Plan sits mid-pack in the medium band (376 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lutheran Homes of Oconomowoc Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lutheran Homes of Oconomowoc Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Lutheran Homes of Oconomowoc Retirement Plan reported participants rose from 342 in the plan year 2022 filing to 376 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390845016 · Lutheran Homes of Oconomowoc, Inc. PY 2023 · Other

Lutheran Homes of Oconomowoc Retirement Plan · $15M · 376 · 67th

  • PHOTO $15M
  • PHOTO 376
  • PHOTO 67th
  • PHOTO Other
  • PHOTO near Horizon House 403(b) Plan
  • PHOTO ind #12694

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 →

Lutheran Homes of Oconomowoc Retirement Plan in the asset neighbourhood

Lutheran Homes of Oconomowoc Retirement PlanLutheran Homes of Oconomowoc…$15MHarding Academy Tax Deferred Annuity PlanHarding Academy Tax Deferred…$15MHorizon House 403(b) Plan$15MVirginia Episcopal School Defined Contribution Retirement PlanVirginia Episcopal School De…$15MCommunity Residences Retirement PlanCommunity Residences Retirem…$15M
End-of-year total assets ($M) among Lutheran Homes of Oconomowoc Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lutheran Homes of Oconomowoc, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Lutheran Homes of Oconomowoc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 4.614956856039989% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.7M $13.3M ▲ +4.6%
Year Plans Participants Total Assets
2022 1 342 $13M
2023 1 376 $15M
2024 1 399 $13M

2023 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN390845016
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

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

Lutheran Homes of Oconomowoc Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Lutheran Homes of Oconomowoc Retirement Plan, Total assets ($B): 0.014656346 · Participants: 376Lutheran Homes of Oconomowoc Retirement PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Lutheran Homes of Oconomowoc Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Lutheran Homes of Oconomowoc Retirement Plan side-by-side with 3 peers →

Lutheran Homes of Oconomowoc Retirement Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Horizon House 403(b) Plan in WA ($15M); by covered participants it is Employee Benefit Plan of Bridgeway Behavioral Health Services in NJ (376 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (376 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lutheran Homes of Oconomowoc Retirement Plan assets move in 2023? ▼
Lutheran Homes of Oconomowoc Retirement Plan grew sharply - up 15.3% during 2023, from $13M to $15M. Reported net income was $2M.
How have Lutheran Homes of Oconomowoc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Homes of Oconomowoc, Inc.'s sponsor-wide assets grew 4.6%, from $13M to $13M.
Which Other plans are similar in size to Lutheran Homes of Oconomowoc Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Horizon House 403(b) Plan in WA ($15M, 187 participants).
Which Other plans cover a similar participant headcount to Lutheran Homes of Oconomowoc Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Employee Benefit Plan of Bridgeway Behavioral Health Services in NJ (376 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390845016.

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.