Other · DOL Form 5500 · 2023
Bay Area Lutheran Homes, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 339
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $13,901
- Avg per participant Low balance/head
Official DOL plan name: Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan · Sponsored by Bay Area Lutheran Homes, Inc. · Wisconsin · Healthcare & Social Assistance
$5M in assets, 339 participants
Bay Area Lutheran Homes, Inc.'s Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan reported $5M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,272 in Healthcare & Social Assistance (17,684 peers)
Bay Area Lutheran Homes, Inc. multi-year trail
Bay Area Lutheran Homes, Inc.'s plans moved +42.4% in assets from 2022 to 2024; this filing shows Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan at $5M / 339 participants.
- #8,272
- in Healthcare & Social Assistance (17,684 peers)
- +23.5%
- assets growth YoY
Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,712,475 43rd percentile higher than 43% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity 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. Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (339 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan reported net income rose from -$590K in the plan year 2022 filing to $897K in the plan year 2023 filing.
- Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan reported participants fell from 424 in the plan year 2022 filing to 339 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391034534 · Bay Area Lutheran Homes, Inc. PY 2023 · Other
Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan · $5M · 339 · 43rd
- PART $5M
- TYPE 339
- NET 43rd
- BOOK Other
- VS-ST near Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan
- BOY ind #8272
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 →
Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood
Bay Area Lutheran Homes, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Bay Area Lutheran Homes, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 42.40907129988452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 424 | $4M |
| 2023 | 1 | 339 | $5M |
| 2024 | 1 | 350 | $5M |
Bay Area Lutheran Homes, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $897K |
| Employer EIN | 391034534 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan in MN ($5M); by covered participants it is Metairie Park Country Day School Defined Contribution Plan in LA (339 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.
- Metairie Park Country Day School Defined Contribution Plan (LA) 339 · 0 off
- Wedgwood Christian Services Employee Savings Plan (MI) 339 · 0 off
- Jacksonville Zoo Retirement Plan (FL) 340 · 1 off
- Icahn Charter School Retirement Savings Plan (NY) 338 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.