Profit Sharing · DOL Form 5500 · 2023

Palmer Lutheran Health Center, Inc Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
214
Participants Below avg headcount
71st
Percentile by assets National rank
$83,591
Avg per participant Below avg balance/head
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Official DOL plan name: Palmer Lutheran Health Center, Inc. 403(b) Plan · Sponsored by Palmer Lutheran Health Center, Inc · Iowa · Healthcare & Social Assistance

$18M in assets, 214 participants

Palmer Lutheran Health Center, Inc's Palmer Lutheran Health Center, Inc. 403(b) Plan reported $18M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,302 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Palmer Lutheran Health Center, Inc. 403(b) Plan covers 214 participants in Iowa, about 35% of the average Iowa filer (state average ~609 per filing). Assets: $18M.

#13,302
in Healthcare & Social Assistance (17,684 peers)
+8.0%
assets growth YoY

Palmer Lutheran Health Center, Inc. 403(b) Plan's outsized position by total assets

Palmer Lutheran Health Center, Inc. 403(b) Plan vs every filed plan by assets

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

$17,888,494 Top 29% higher than 71% 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

Palmer Lutheran Health Center, Inc. 403(b) 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. Palmer Lutheran Health Center, Inc. 403(b) Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Palmer Lutheran Health Center, Inc. 403(b) Plan reported net income rose from -$752K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Palmer Lutheran Health Center, Inc. 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Palmer Lutheran Health Center, Inc. 403(b) Plan reported participants fell from 219 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421320763 · Palmer Lutheran Health Center, Inc PY 2023 · Profit Sharing

Palmer Lutheran Health Center, Inc. 403(b) Plan · $18M · 214 · 71st

  • ASSETS $18M
  • PCT 214
  • EIN 71st
  • RANK Profit Sharing
  • PHOTO near Newport Service Corporation Retirement Plan
  • IND ind #13302

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 Iowa →

Palmer Lutheran Health Center, Inc. 403(b) Plan in the asset neighbourhood

Michigan Pathology Specialists PC P/S Plan & TrustMichigan Pathology Specialis…$18MOkeefe Drilling Company Profit-Sharing TrustOkeefe Drilling Company Prof…$18MPalmer Lutheran Health Center, Inc. 403(b) PlanPalmer Lutheran Health Cente…$18MNewport Service Corporation Retirement PlanNewport Service Corporation …$18MBeach Capital Management, LLC Employees Profit Sharing PlanBeach Capital Management, LL…$18M
End-of-year total assets ($M) among Palmer Lutheran Health Center, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN421320763
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Palmer Lutheran Health Center, Inc)

Sponsor-wide plan assets over time

All Palmer Lutheran Health Center, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 7.989564275227903% vs 2022
2023 filing year
$16M$16.5M$17M$17.5M$18M$18.5M 20222023 $16.6M $17.9M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 219 $17M
2023 1 214 $18M

Nearby Profit Sharing Plans in Iowa

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

Palmer Lutheran Health Center, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100200300 1015202530 Total assets ($M) Participants Palmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 17.888494 · Participants: 214Palmer Lutheran Health Center, Inc. 403(b) PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 25.74045 · Participants: 144Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 23.373416 · Participants: 13Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 18.056441 · Participants: 42Newton Clinic, P.C. Profit Sharing PlanTs Banking Group Savings Plan, Total assets ($M): 17.363911 · Participants: 247Ts Banking Group Savings PlanHwh Corporation Employees' Profit Sharing Plan and Trust, Total assets ($M): 15.44722 · Participants: 82Hwh Corporation Employees' Profit Sharing Plan and Trust
Palmer Lutheran Health Center, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Palmer Lutheran Health Center, Inc. 403(b) Plan side-by-side with 3 peers →

Palmer Lutheran Health Center, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Newport Service Corporation Retirement Plan in CA ($18M); by covered participants it is Weaver Brothers, Inc. Profit Sharing Plan in OH (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Palmer Lutheran Health Center, Inc. 403(b) Plan assets move in 2023? ▼
Palmer Lutheran Health Center, Inc. 403(b) Plan grew at a solid clip - up 8.0% during 2023, from $17M to $18M. Reported net income was $1M.
How have Palmer Lutheran Health Center, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Palmer Lutheran Health Center, Inc's sponsor-wide assets grew 8.0%, from $17M to $18M.
Which Profit Sharing plans are similar in size to Palmer Lutheran Health Center, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Newport Service Corporation Retirement Plan in CA ($18M, 65 participants).
Which Profit Sharing plans cover a similar participant headcount to Palmer Lutheran Health Center, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Weaver Brothers, Inc. Profit Sharing Plan in OH (214 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 421320763.

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.