401(k) · DOL Form 5500 · 2023

Bethany Lutheran Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
480
Participants Below avg headcount
59th
Percentile by assets National rank
$21,591
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bethany Lutheran Homes 401(k) Plan · Sponsored by Bethany Lutheran Homes, Inc. · Wisconsin · Healthcare & Social Assistance

$10M in assets, 480 participants

Bethany Lutheran Homes, Inc.'s Bethany Lutheran Homes 401(k) Plan reported $10M in total assets and 480 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,489 in Healthcare & Social Assistance (17,684 peers)

Bethany Lutheran Homes, Inc. multi-year trail

Bethany Lutheran Homes, Inc.'s plans moved +20.7% in assets from 2022 to 2024; this filing shows Bethany Lutheran Homes 401(k) Plan at $10M / 480 participants.

#11,489
in Healthcare & Social Assistance (17,684 peers)
+11.3%
assets growth YoY

Bethany Lutheran Homes 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bethany Lutheran Homes 401(k) Plan vs every filed plan by assets

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

$10,363,812 Top 41% higher than 59% 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

Bethany Lutheran Homes 401(k) 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. Bethany Lutheran Homes 401(k) Plan sits mid-pack in the medium band (480 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bethany Lutheran Homes 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bethany Lutheran Homes 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Bethany Lutheran Homes 401(k) Plan reported participants fell from 524 in the plan year 2022 filing to 480 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390909446 · Bethany Lutheran Homes, Inc. PY 2023 · 401(k)

Bethany Lutheran Homes 401(k) Plan · $10M · 480 · 59th

  • IND $10M
  • EOY 480
  • 5500 59th
  • ASSETS 401(k)
  • PCT near Gettry Marcus Cpa, P.C. 401(k) Plan
  • EIN ind #11489

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 →

Bethany Lutheran Homes 401(k) Plan in the asset neighbourhood

Bethany Lutheran Homes 401(k) PlanBethany Lutheran Homes 401(k…$10MGettry Marcus Cpa, P.C. 401(k) PlanGettry Marcus Cpa, P.C. 401(…$10MIntelliforce-It Solutions Group LLC Retirement PlanIntelliforce-It Solutions Gr…$10MAutism Learning Partners 401(k) PlanAutism Learning Partners 401…$10MVantage Custom Classics, Inc. 401(k) Retirement PlanVantage Custom Classics, Inc…$10M
End-of-year total assets ($M) among Bethany Lutheran Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bethany Lutheran Homes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$11M 20.65090906865253% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.31M $11.2M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 524 $9M
2023 1 480 $10M
2024 1 516 $11M

Bethany Lutheran Homes, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN390909446
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bethany Lutheran Homes 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Bethany Lutheran Homes 401(k) Plan, Total assets ($B): 0.010363812 · Participants: 480Bethany Lutheran Homes 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Bethany Lutheran Homes 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Bethany Lutheran Homes 401(k) Plan side-by-side with 3 peers →

Bethany Lutheran Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Gettry Marcus Cpa, P.C. 401(k) Plan in NY ($10M); by covered participants it is Bass Thrift / 401(k) Plan and Trust in TX (480 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (480 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 Bethany Lutheran Homes 401(k) Plan assets move in 2023? ▼
Bethany Lutheran Homes 401(k) Plan grew at a solid clip - up 11.3% during 2023, from $9M to $10M. Reported net income was $1M.
How have Bethany Lutheran Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethany Lutheran Homes, Inc.'s sponsor-wide assets grew 20.7%, from $9M to $11M.
Which 401(k) plans are similar in size to Bethany Lutheran Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gettry Marcus Cpa, P.C. 401(k) Plan in NY ($10M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Bethany Lutheran Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bass Thrift / 401(k) Plan and Trust in TX (480 participants, $97M 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 390909446.

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.