401(k) · DOL Form 5500 · 2023

Eger Lutheran Homes and Services, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
104
Participants Small participant base
64th
Percentile by assets National rank
$124,999
Avg per participant Near avg balance/head
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Official DOL plan name: Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. · Sponsored by Eger Lutheran Homes and Services, Inc. · New York · Healthcare & Social Assistance

$13M in assets, 104 participants

Eger Lutheran Homes and Services, Inc.'s Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. reported $13M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,284 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $13M.

#12,284
in Healthcare & Social Assistance (17,684 peers)
+3.0%
assets growth YoY

Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit 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

$12,999,932 Top 36% higher than 64% 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

Employee Benefit 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. Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. reported net income rose from -$3M in the plan year 2022 filing to $377K in the plan year 2023 filing.
  • Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. reported participants fell from 114 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. end-of-year assets rose from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 135564936 · Eger Lutheran Homes and Services, Inc. PY 2023 · 401(k)

Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. · $13M · 104 · 64th

  • ASSETS $13M
  • PCT 104
  • EIN 64th
  • RANK 401(k)
  • PHOTO near K2share, LLC 401(k) Plan
  • IND ind #12284

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 →

Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. in the asset neighbourhood

Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.Employee Benefit Plan of Ege…$13MK2share, LLC 401(k) Plan$13MD-J Engineering, Inc. 401(k) Retirement PlanD-J Engineering, Inc. 401(k)…$13MForum One Communications 401(k) PlanForum One Communications 401…$13MPalms Medical Group 401(k) PlanPalms Medical Group 401(k) P…$13M
End-of-year total assets ($M) among Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$377K
Employer EIN135564936
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eger Lutheran Homes and Services, Inc.)

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

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Employee Benefit Plan of Eger Lutheran Homes and Services, Inc., Total assets ($B): 0.012999932 · Participants: 104Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is K2share, LLC 401(k) Plan in TX ($13M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. assets move in 2023? ▼
Employee Benefit Plan of Eger Lutheran Homes and Services, Inc. edged up modestly - up 3.0% during 2023, from $13M to $13M. Reported net income was $377K.
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 401(k) plans are similar in size to Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is K2share, LLC 401(k) Plan in TX ($13M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Eger Lutheran Homes and Services, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A 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.