Other · DOL Form 5500 · 2023

Eger Lutheran Homes and Services, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
453
Participants Below avg headcount
56th
Percentile by assets National rank
$19,686
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. · Sponsored by Eger Lutheran Homes and Services, Inc. · New York · Healthcare & Social Assistance

$9M in assets, 453 participants

Eger Lutheran Homes and Services, Inc.'s 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. reported $9M in total assets and 453 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.

  • #10,922 in Healthcare & Social Assistance (17,684 peers)

Eger Lutheran Homes and Services, Inc. multi-year trail

Eger Lutheran Homes and Services, Inc.'s plans moved -14.3% in assets from 2022 to 2024; this filing shows 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. at $9M / 453 participants.

#10,922
in Healthcare & Social Assistance (17,684 peers)
+20.7%
assets growth YoY

403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. vs every filed plan by assets

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

$8,917,940 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

403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. 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. 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. reported participants fell from 519 in the plan year 2022 filing to 453 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135564936 · Eger Lutheran Homes and Services, Inc. PY 2023 · Other

403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. · $9M · 453 · 56th

  • VS-ST $9M
  • BOY 453
  • SCH 56th
  • EBSA Other
  • PART near Tri State Community Health Center Tax Sheltered Savings Plan
  • TYPE ind #10922

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 New York →

403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. in the asset neighbourhood

Visiting Nurse Association of Southeastern Connecticut Pension PlanVisiting Nurse Association o…$9MIatse Local 127 Pension Plan$9M403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.403(b) Tax-Deferred Annuity …$9MTri State Community Health Center Tax Sheltered Savings PlanTri State Community Health C…$9MSaint James School Tda$9M
End-of-year total assets ($M) among 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Eger Lutheran Homes and Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Eger Lutheran Homes and Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 14.30585068257139% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $20M $17.2M ▼ -14.3%
Year Plans Participants Total Assets
2022 2 633 $20M
2023 2 557 $22M
2024 2 580 $17M

Eger Lutheran Homes and Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN135564936
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc., Total assets ($B): 0.00891794 · Participants: 453403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.Northwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. vs. nearby Other plans in New York, assets vs. participants
Compare 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. side-by-side with 3 peers →

403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Tri State Community Health Center Tax Sheltered Savings Plan in MD ($9M); by covered participants it is Alliance for Nonprofit Resources 403(b) Plan in PA (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. assets move in 2023? ▼
403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. grew sharply - up 20.7% during 2023, from $7M to $9M. Reported net income was $2M.
How have Eger Lutheran Homes and Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eger Lutheran Homes and Services, Inc.'s sponsor-wide assets declined 14.3%, from $20M to $17M.
Which Other plans are similar in size to 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.? ▼
Among Other plans in other states, the closest by assets is Tri State Community Health Center Tax Sheltered Savings Plan in MD ($9M, 159 participants).
Which Other plans cover a similar participant headcount to 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Alliance for Nonprofit Resources 403(b) Plan in PA (453 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 135564936.

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.