Other · DOL Form 5500 · 2024
Lutheran Homes of Oconomowoc, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 399
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $33,325
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Homes of Oconomowoc Retirement Plan · Sponsored by Lutheran Homes of Oconomowoc, Inc. · Wisconsin · Healthcare & Social Assistance
$13M in assets, 399 participants
Lutheran Homes of Oconomowoc, Inc.'s Lutheran Homes of Oconomowoc Retirement Plan reported $13M in total assets and 399 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,341 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Lutheran Homes of Oconomowoc Retirement Plan pulled back noticeably 9.3% in 2024 ($15M → $13M) for 399 participants.
- #11,341
- in Healthcare & Social Assistance (16,916 peers)
- -9.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lutheran Homes of Oconomowoc Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lutheran Homes of Oconomowoc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,296,810 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lutheran Homes of Oconomowoc Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Homes of Oconomowoc Retirement Plan sits mid-pack in the medium band (399 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lutheran Homes of Oconomowoc Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Lutheran Homes of Oconomowoc Retirement Plan end-of-year assets fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Lutheran Homes of Oconomowoc Retirement Plan reported participants rose from 376 in the plan year 2023 filing to 399 in the plan year 2024 filing.
DOL schedule card
Filing strip 390845016 · Lutheran Homes of Oconomowoc, Inc. PY 2024 · Other
Lutheran Homes of Oconomowoc Retirement Plan · $13M · 399 · 62nd
- PHOTO $13M
- IND 399
- EOY 62nd
- 5500 Other
- ASSETS near Sinai Special Needs Institute 403(b) Plan
- PCT ind #11341
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 Wisconsin →
Lutheran Homes of Oconomowoc Retirement Plan in the asset neighbourhood
Lutheran Homes of Oconomowoc, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Lutheran Homes of Oconomowoc, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 4.614956856039989% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 342 | $13M |
| 2023 | 1 | 376 | $15M |
| 2024 | 1 | 399 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$1M |
| Employer EIN | 390845016 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Lutheran Homes of Oconomowoc Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Sinai Special Needs Institute 403(b) Plan in NJ ($13M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (399 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 (399 participants); asset peers above are excluded.
- Rowan Regional Medical Center, Inc. Incentive Savi (NC) 399 · 0 off
- Bastyr University 403(b) DC Plan (WA) 399 · 0 off
- 403(b) Thrift Plan of Haynes Family of Programs, Inc. (CA) 400 · 1 off
- Milton Academy Retirement Plan (MA) 398 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.