Other · DOL Form 5500 · 2023

Lutheran Homes Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
74
Participants Small participant base
35th
Percentile by assets National rank
$37,434
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lutheran Memorial Home 403(b) Retirement Savings Plan · Sponsored by Lutheran Homes · Minnesota · Healthcare & Social Assistance

$3M in assets, 74 participants

Lutheran Homes's Lutheran Memorial Home 403(b) Retirement Savings Plan reported $3M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,196 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Lutheran Memorial Home 403(b) Retirement Savings Plan holds $3M for 74 participants - about $37,434 per participant, in the lower half of filed plans by assets.

#6,196
in Healthcare & Social Assistance (17,684 peers)
+0.6%
assets growth YoY

Lutheran Memorial Home 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lutheran Memorial Home 403(b) Retirement Savings Plan vs every filed plan by assets

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

$2,770,108 35th percentile higher than 35% 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

Lutheran Memorial Home 403(b) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Memorial Home 403(b) Retirement Savings Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lutheran Memorial Home 403(b) Retirement Savings Plan reported net income rose from -$672K in the plan year 2022 filing to $16K in the plan year 2023 filing.
  • Lutheran Memorial Home 403(b) Retirement Savings Plan reported participants rose from 72 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410694719 · Lutheran Homes PY 2023 · Other

Lutheran Memorial Home 403(b) Retirement Savings Plan · $3M · 74 · 35th

  • BOOK $3M
  • VS-ST 74
  • BOY 35th
  • SCH Other
  • EBSA near Employee Benefit Plan of Counseling and Family Services, Inc.
  • PART ind #6196

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 Minnesota →

Lutheran Memorial Home 403(b) Retirement Savings Plan in the asset neighbourhood

Actors Theatre 403(b) Plan$3MAbility Connection Colorado 403b PlanAbility Connection Colorado …$3MLutheran Memorial Home 403(b) Retirement Savings PlanLutheran Memorial Home 403(b…$3MEmployee Benefit Plan of Counseling and Family Services, Inc.Employee Benefit Plan of Cou…$3MIndependent Living Services Inc. 403b PlanIndependent Living Services …$3M
End-of-year total assets ($M) among Lutheran Memorial Home 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$16K
Employer EIN410694719
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Homes)

Sponsor-wide plan assets over time

All Lutheran Homes plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.9906150515680245% vs 2022
2024 filing year
$2.7M$2.75M$2.8M$2.85M 202220232024 $2.75M $2.84M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 72 $3M
2023 1 74 $3M
2024 1 70 $3M

Nearby Other Plans in Minnesota

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

Lutheran Memorial Home 403(b) Retirement Savings Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lutheran Memorial Home 403(b) Retirement Savings Plan, Total assets ($B): 0.002770108 · Participants: 74Lutheran Memorial Home 403(b) Retirement Savings PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Lutheran Memorial Home 403(b) Retirement Savings Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Lutheran Memorial Home 403(b) Retirement Savings Plan side-by-side with 3 peers →

Lutheran Memorial Home 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Employee Benefit Plan of Counseling and Family Services, Inc. in IL ($3M); by covered participants it is Appalachian Trail Conservancy 403(b) Retirement Plan in WV (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Lutheran Memorial Home 403(b) Retirement Savings Plan assets move in 2023? ▼
Lutheran Memorial Home 403(b) Retirement Savings Plan held essentially flat - up 0.6% during 2023, from $3M to $3M. Reported net income was $16K.
How have Lutheran Homes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Homes's sponsor-wide assets grew 3.0%, from $3M to $3M.
Which Other plans are similar in size to Lutheran Memorial Home 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Counseling and Family Services, Inc. in IL ($3M, 69 participants).
Which Other plans cover a similar participant headcount to Lutheran Memorial Home 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Appalachian Trail Conservancy 403(b) Retirement Plan in WV (74 participants, $9M 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 410694719.

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.