Profit Sharing · DOL Form 5500 · 2023
Palmer Lutheran Health Center, Inc Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 214
- Participants
- 71st
- Percentile by assets
- $83,591
- Avg per participant
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.
- 71st percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 214
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $83,591
- avg assets per participant
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.
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Palmer Lutheran Health Center, Inc. 403(b) Plan reports 214 participants - about 35% of that state average ($18M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 421320763 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palmer Lutheran Health Center, Inc)
| 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
- Medtec LLC 401(k) Retirement Plan $26M · 144
- Liberty Pattern Company Profit Sharing Plan $23M · 13
- Newton Clinic, P.C. Profit Sharing Plan $18M · 42
- Ts Banking Group Savings Plan $17M · 247
- Hwh Corporation Employees' Profit Sharing Plan and Trust $15M · 82
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Palmer Lutheran Health Center, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Palmer Lutheran Health Center, Inc. 403(b) Plan assets move in 2023? ▼
How have Palmer Lutheran Health Center, Inc plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Palmer Lutheran Health Center, Inc. 403(b) Plan? ▼
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Filing takeaways
Ways to act on Palmer Lutheran Health Center, Inc. 403(b) Plan's numbers.
- By total assets, Palmer Lutheran Health Center, Inc. 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Iowa. Compare plans
- Palmer Lutheran Health Center, Inc's sponsor-wide assets have grown 8.0% since 2022 across 2 plan years on file. More Healthcare & Social Assistance plans