401(k) · DOL Form 5500 · 2023
Lutheran Charity Association Dba Jamestown Regional Med Ctr 401(k) Plan 401(k) Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 312
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $157,396
- Avg per participant Above avg balance/head
Official DOL plan name: Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan · Sponsored by Lutheran Charity Association Dba Jamestown Regional Med Ctr 401(k) Plan · North Dakota · Healthcare & Social Assistance
$49M in assets, 312 participants
Lutheran Charity Association Dba Jamestown Regional Med Ctr 401(k) Plan's Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan reported $49M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #15,489 in Healthcare & Social Assistance (17,684 peers)
Where Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan sits by assets
Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 312 participants (~$157,396/participant), up 17.0% in 2023.
- #15,489
- in Healthcare & Social Assistance (17,684 peers)
- +17.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan's outsized position by total assets
Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,107,455 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lutheran Charity Assoc Dba Jamestown Regional Medical Center 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. Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan sits mid-pack in the medium band (312 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan end-of-year assets rose from $42M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan reported participants rose from 288 in the plan year 2022 filing to 312 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 450231181 · Lutheran Charity Association Dba Jamestown Regional Med Ctr 401(k) Plan PY 2023 · 401(k)
Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan · $49M · 312 · 85th
- PART $49M
- PART 312
- PART 85th
- PART 401(k)
- PART near The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank
- PART ind #15489
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 North Dakota →
Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $7M |
| Employer EIN | 450231181 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lutheran Charity Association Dba Jamestown Regional Med Ctr 401(k) Plan)
Sponsor-wide plan assets over time
All Lutheran Charity Association Dba Jamestown Regional Med Ctr 401(k) Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 33.082901408086194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $42M |
| 2023 | 1 | 312 | $49M |
| 2024 | 1 | 313 | $56M |
Nearby 401(k) Plans in North Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Sanford Retirement Savings Plan $3.1B · 30,495
- Mdu Resources Group, Inc. 401(k) Retirement Plan $830M · 8,551
- Knife River Corporation 401(k) Retirement Plan $741M · 5,269
- Dakotas Areawide IBEW-NECA Savings and Retirement Plan $521M · 3,853
- Eide Bailly LLP 401(k) Profit Sharing Plan $513M · 2,920
Lutheran Charity Assoc Dba Jamestown Regional Medical Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Dakota, the nearest 401(k) by assets is The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank in NC ($49M); by covered participants it is Power Auto Inc. 401(k) Plan in OR (312 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.
- Power Auto Inc. 401(k) Plan (OR) 312 · 0 off
- Kennedys Cmk LLP 401(k) Profit Sharing Plan and Trust (NJ) 312 · 0 off
- Linak U.S. Inc. 401(k) Retirement Savings Plan (KY) 312 · 0 off
- Plumbers Supply Co. 401(k) Plan (KY) 312 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.