401(k) · DOL Form 5500 · 2023

Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
167
Participants Small participant base
43rd
Percentile by assets National rank
$27,411
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bartels Lutheran Home Retirement Community 401(k) Plan · Sponsored by Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm · Iowa · Healthcare & Social Assistance

$5M in assets, 167 participants

Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm's Bartels Lutheran Home Retirement Community 401(k) Plan reported $5M in total assets and 167 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.

  • #8,159 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Bartels Lutheran Home Retirement Community 401(k) Plan covers 167 participants in Iowa, about 27% of the average Iowa filer (state average ~609 per filing). Assets: $5M.

#8,159
in Healthcare & Social Assistance (17,684 peers)
+5.1%
assets growth YoY

Bartels Lutheran Home Retirement Community 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bartels Lutheran Home Retirement Community 401(k) Plan vs every filed plan by assets

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

$4,577,641 43rd percentile higher than 43% 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

Bartels Lutheran Home Retirement Community 401(k) 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. Bartels Lutheran Home Retirement Community 401(k) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bartels Lutheran Home Retirement Community 401(k) Plan reported net income rose from -$614K in the plan year 2022 filing to $221K in the plan year 2023 filing.
  • Bartels Lutheran Home Retirement Community 401(k) Plan reported participants rose from 140 in the plan year 2022 filing to 167 in the plan year 2023 filing.
  • Bartels Lutheran Home Retirement Community 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420752685 · Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm PY 2023 · 401(k)

Bartels Lutheran Home Retirement Community 401(k) Plan · $5M · 167 · 43rd

  • EIN $5M
  • EIN 167
  • EIN 43rd
  • EIN 401(k)
  • EIN near Ifb 401(k) Plan
  • EIN ind #8159

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 →

Bartels Lutheran Home Retirement Community 401(k) Plan in the asset neighbourhood

Bartels Lutheran Home Retirement Community 401(k) PlanBartels Lutheran Home Retire…$5MIfb 401(k) Plan$5MBrown, Williams, Moorhead & Quinn, Inc.Brown, Williams, Moorhead & …$5MGaddie Shamrock 401(k) Retirement Savings PlanGaddie Shamrock 401(k) Retir…$5MCaring Hands Animal Hospital 401(k) PlanCaring Hands Animal Hospital…$5M
End-of-year total assets ($M) among Bartels Lutheran Home Retirement Community 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$221K
Employer EIN420752685
Plan Effective Date2004-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm)

Sponsor-wide plan assets over time

All Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.628923919675367% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.36M $3.85M ▼ -11.7%
Year Plans Participants Total Assets
2022 1 140 $4M
2023 1 167 $5M
2024 1 193 $4M

Nearby 401(k) Plans in Iowa

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

Bartels Lutheran Home Retirement Community 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Bartels Lutheran Home Retirement Community 401(k) Plan, Total assets ($B): 0.004577641 · Participants: 167Bartels Lutheran Home Retirement Community 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Bartels Lutheran Home Retirement Community 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Bartels Lutheran Home Retirement Community 401(k) Plan side-by-side with 3 peers →

Bartels Lutheran Home Retirement Community 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Ifb 401(k) Plan in FL ($5M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 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 (167 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 Bartels Lutheran Home Retirement Community 401(k) Plan assets move in 2023? ▼
Bartels Lutheran Home Retirement Community 401(k) Plan grew at a solid clip - up 5.1% during 2023, from $4M to $5M. Reported net income was $221K.
How have Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm's sponsor-wide assets declined 11.6%, from $4M to $4M.
Which 401(k) plans are similar in size to Bartels Lutheran Home Retirement Community 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ifb 401(k) Plan in FL ($5M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Bartels Lutheran Home Retirement Community 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 420752685.

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.