Profit Sharing · DOL Form 5500 · 2023

Luther Home of Mercy Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
389
Participants Below avg headcount
56th
Percentile by assets National rank
$22,780
Avg per participant Low balance/head
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Official DOL plan name: Luther Home of Mercy Retirement Savings Plan · Sponsored by Luther Home of Mercy · Ohio · Healthcare & Social Assistance

$9M in assets, 389 participants

Luther Home of Mercy's Luther Home of Mercy Retirement Savings Plan reported $9M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,889 in Healthcare & Social Assistance (17,684 peers)

Luther Home of Mercy multi-year trail

Luther Home of Mercy's plans moved +35.0% in assets from 2022 to 2024; this filing shows Luther Home of Mercy Retirement Savings Plan at $9M / 389 participants.

#10,889
in Healthcare & Social Assistance (17,684 peers)
+19.2%
assets growth YoY

Luther Home of Mercy Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Luther Home of Mercy Retirement Savings Plan vs every filed plan by assets

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

$8,861,514 Top 44% higher than 56% 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

Luther Home of Mercy Retirement Savings 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. Luther Home of Mercy Retirement Savings Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luther Home of Mercy Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Luther Home of Mercy Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Luther Home of Mercy Retirement Savings Plan reported participants fell from 405 in the plan year 2022 filing to 389 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 344441788 · Luther Home of Mercy PY 2023 · Profit Sharing

Luther Home of Mercy Retirement Savings Plan · $9M · 389 · 56th

  • BOY $9M
  • SCH 389
  • EBSA 56th
  • PART Profit Sharing
  • TYPE near Foundation for Blind Children 403(b) DC Plan
  • NET ind #10889

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 Ohio →

Luther Home of Mercy Retirement Savings Plan in the asset neighbourhood

Kelly-Ryan, Inc. Profit Sharing PlanKelly-Ryan, Inc. Profit Shar…$9MProvidence Performing Arts Center Defined Contribution PlanProvidence Performing Arts C…$9MLuther Home of Mercy Retirement Savings PlanLuther Home of Mercy Retirem…$9MFoundation for Blind Children 403(b) DC PlanFoundation for Blind Childre…$9MProfitmaster Displays, Inc. Profit Sharing PlanProfitmaster Displays, Inc. …$9M
End-of-year total assets ($M) among Luther Home of Mercy Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Luther Home of Mercy multi-year asset trail

Sponsor-wide plan assets over time

All Luther Home of Mercy plans reported in each filing year

Latest sponsor-wide plan assets
$10M 35.04172474662074% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.43M $10M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 405 $7M
2023 1 389 $9M
2024 1 388 $10M

Luther Home of Mercy filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN344441788
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Luther Home of Mercy Retirement Savings Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Luther Home of Mercy Retirement Savings Plan, Total assets ($B): 0.008861514 · Participants: 389Luther Home of Mercy Retirement Savings PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Luther Home of Mercy Retirement Savings Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Luther Home of Mercy Retirement Savings Plan side-by-side with 3 peers →

Luther Home of Mercy Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Foundation for Blind Children 403(b) DC Plan in AZ ($9M); by covered participants it is Kamehemeha Schools 403(b) Retirement Savings Plan in HI (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Luther Home of Mercy Retirement Savings Plan assets move in 2023? ▼
Luther Home of Mercy Retirement Savings Plan grew sharply - up 19.2% during 2023, from $7M to $9M. Reported net income was $1M.
How have Luther Home of Mercy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luther Home of Mercy's sponsor-wide assets grew 35.0%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Luther Home of Mercy Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Foundation for Blind Children 403(b) DC Plan in AZ ($9M, 143 participants).
Which Profit Sharing plans cover a similar participant headcount to Luther Home of Mercy Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Kamehemeha Schools 403(b) Retirement Savings Plan in HI (389 participants, $4M 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 344441788.

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.