Profit Sharing · DOL Form 5500 · 2023

Solheim Lutheran Home Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
134
Participants Small participant base
51st
Percentile by assets National rank
$53,386
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Solheim Lutheran Home 403(b) Retirement Plan · Sponsored by Solheim Lutheran Home · California · Healthcare & Social Assistance

$7M in assets, 134 participants

Solheim Lutheran Home's Solheim Lutheran Home 403(b) Retirement Plan reported $7M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,047 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Solheim Lutheran Home 403(b) Retirement Plan covers 134 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $7M.

#10,047
in Healthcare & Social Assistance (17,684 peers)
+3.0%
assets growth YoY

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

Solheim Lutheran Home 403(b) Retirement Plan vs every filed plan by assets

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

$7,153,784 Top 49% higher than 51% 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

Solheim Lutheran Home 403(b) 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. Solheim Lutheran Home 403(b) Retirement Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Solheim Lutheran Home 403(b) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $155K in the plan year 2023 filing.
  • Solheim Lutheran Home 403(b) Retirement Plan reported participants fell from 176 in the plan year 2022 filing to 134 in the plan year 2023 filing.
  • Solheim Lutheran Home 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951643384 · Solheim Lutheran Home PY 2023 · Profit Sharing

Solheim Lutheran Home 403(b) Retirement Plan · $7M · 134 · 51st

  • EBSA $7M
  • EBSA 134
  • EBSA 51st
  • EBSA Profit Sharing
  • EBSA near Colorado Laborers and Professional Service Employees Pension Fund
  • EBSA ind #10047

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 California →

Solheim Lutheran Home 403(b) Retirement Plan in the asset neighbourhood

Kirby Whitten Pharmacy, Inc.- Retirement PlanKirby Whitten Pharmacy, Inc.…$7MMotorambar, Inc. Coda Profit Sharing PlanMotorambar, Inc. Coda Profit…$7MSolheim Lutheran Home 403(b) Retirement PlanSolheim Lutheran Home 403(b)…$7MColorado Laborers and Professional Service Employees Pension FundColorado Laborers and Profes…$7MCareer Path Services 403(b) PlanCareer Path Services 403(b) …$7M
End-of-year total assets ($M) among Solheim Lutheran Home 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$155K
Employer EIN951643384
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Solheim Lutheran Home)

Sponsor-wide plan assets over time

All Solheim Lutheran Home plans reported in each filing year

Latest sponsor-wide plan assets
$8M 8.372788785684165% vs 2022
2024 filing year
$6.8M$7M$7.2M$7.4M$7.6M 202220232024 $6.94M $7.53M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 176 $7M
2023 1 134 $7M
2024 1 158 $8M

Nearby Profit Sharing Plans in California

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

Solheim Lutheran Home 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Solheim Lutheran Home 403(b) Retirement Plan, Total assets ($B): 0.007153784 · Participants: 134Solheim Lutheran Home 403(b) Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Solheim Lutheran Home 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Solheim Lutheran Home 403(b) Retirement Plan side-by-side with 3 peers →

Solheim Lutheran Home 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Colorado Laborers and Professional Service Employees Pension Fund in CO ($7M); by covered participants it is Norland International, Inc 401(k) Plan in NE (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Solheim Lutheran Home 403(b) Retirement Plan assets move in 2023? ▼
Solheim Lutheran Home 403(b) Retirement Plan edged up modestly - up 3.0% during 2023, from $7M to $7M. Reported net income was $155K.
How have Solheim Lutheran Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Solheim Lutheran Home's sponsor-wide assets grew 8.4%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Solheim Lutheran Home 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Colorado Laborers and Professional Service Employees Pension Fund in CO ($7M, 759 participants).
Which Profit Sharing plans cover a similar participant headcount to Solheim Lutheran Home 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Norland International, Inc 401(k) Plan in NE (134 participants, $5M 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 951643384.

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.