Profit Sharing · DOL Form 5500 · 2023

Lutheran Retirement Home of Greater Seattle Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
168
Participants Small participant base
57th
Percentile by assets National rank
$54,577
Avg per participant Low balance/head
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Official DOL plan name: The Hearthstone Retirement Plan · Sponsored by Lutheran Retirement Home of Greater Seattle · Washington · Healthcare & Social Assistance

$9M in assets, 168 participants

Lutheran Retirement Home of Greater Seattle's The Hearthstone Retirement Plan reported $9M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,032 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

The Hearthstone Retirement Plan covers 168 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $9M.

#11,032
in Healthcare & Social Assistance (17,684 peers)
+18.1%
assets growth YoY

The Hearthstone Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Hearthstone Retirement Plan vs every filed plan by assets

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

$9,168,904 Top 43% higher than 57% 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

The Hearthstone Retirement 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. The Hearthstone Retirement Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Hearthstone Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Hearthstone Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 910743702 · Lutheran Retirement Home of Greater Seattle PY 2023 · Profit Sharing

The Hearthstone Retirement Plan · $9M · 168 · 57th

  • EBSA $9M
  • PART 168
  • TYPE 57th
  • NET Profit Sharing
  • BOOK near Taylor, Taylor & Taylor, Inc. Profit Sharing Plan
  • VS-ST ind #11032

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 Washington →

The Hearthstone Retirement Plan in the asset neighbourhood

Hirschvogel Incorporated 401(k) Profit Sharing Plan and TrustHirschvogel Incorporated 401…$9MJardon & Howard Technologies, Inc. Retirement PlanJardon & Howard Technologies…$9MThe Hearthstone Retirement PlanThe Hearthstone Retirement P…$9MTaylor, Taylor & Taylor, Inc. Profit Sharing PlanTaylor, Taylor & Taylor, Inc…$9MMarble,Tile and Terrazzo Workers Individual Account FundMarble,Tile and Terrazzo Wor…$9M
End-of-year total assets ($M) among The Hearthstone Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN910743702
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Retirement Home of Greater Seattle)

Sponsor-wide plan assets over time

All Lutheran Retirement Home of Greater Seattle plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.10418085931985% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.76M $10.3M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 169 $8M
2023 1 168 $9M
2024 1 187 $10M

Nearby Profit Sharing Plans in Washington

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

The Hearthstone Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants The Hearthstone Retirement Plan, Total assets ($M): 9.168904 · Participants: 168The Hearthstone Retirement PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 579.391272 · Participants: 1735Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 575.69267 · Participants: 2440Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 478.440322 · Participants: 11441Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 383.829878 · Participants: 70796SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 258.890378 · Participants: 1660Western Washington Painters Defined Contribution Pension Plan
The Hearthstone Retirement Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare The Hearthstone Retirement Plan side-by-side with 3 peers →

The Hearthstone Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Taylor, Taylor & Taylor, Inc. Profit Sharing Plan in VA ($9M); by covered participants it is South Boston Community Health Center 403(b) Plan in MA (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 The Hearthstone Retirement Plan assets move in 2023? ▼
The Hearthstone Retirement Plan grew sharply - up 18.1% during 2023, from $8M to $9M. Reported net income was $2M.
How have Lutheran Retirement Home of Greater Seattle plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Retirement Home of Greater Seattle's sponsor-wide assets grew 32.1%, from $8M to $10M.
Which Profit Sharing plans are similar in size to The Hearthstone Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Taylor, Taylor & Taylor, Inc. Profit Sharing Plan in VA ($9M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to The Hearthstone Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is South Boston Community Health Center 403(b) Plan in MA (168 participants, $10M 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 910743702.

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.