Profit Sharing · DOL Form 5500 · 2024
Solheim Lutheran Home Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $47,627
- Avg per participant Low balance/head
Official DOL plan name: Solheim Lutheran Home 403(b) Retirement Plan · Sponsored by Solheim Lutheran Home · California · Healthcare & Social Assistance
$8M in assets, 158 participants
Solheim Lutheran Home's Solheim Lutheran Home 403(b) Retirement Plan reported $8M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,227 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Solheim Lutheran Home 403(b) Retirement Plan covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $8M.
- #9,227
- in Healthcare & Social Assistance (16,916 peers)
- +5.2%
- assets growth YoY
Solheim Lutheran Home 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Solheim Lutheran Home 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,525,077 Top 50% higher than 50% 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
Solheim Lutheran Home 403(b) 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. Solheim Lutheran Home 403(b) Retirement Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Solheim Lutheran Home 403(b) Retirement Plan reported net income rose from $155K in the plan year 2023 filing to $414K in the plan year 2024 filing.
- Solheim Lutheran Home 403(b) Retirement Plan reported participants rose from 134 in the plan year 2023 filing to 158 in the plan year 2024 filing.
- Solheim Lutheran Home 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 951643384 · Solheim Lutheran Home PY 2024 · Profit Sharing
Solheim Lutheran Home 403(b) Retirement Plan · $8M · 158 · 50th
- RANK $8M
- RANK 158
- RANK 50th
- RANK Profit Sharing
- RANK near Brighton Center, Inc. Employee Pension Plan
- RANK ind #9227
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 California →
Solheim Lutheran Home 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $414K |
| Employer EIN | 951643384 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Solheim Lutheran Home)
Sponsor-wide plan assets over time
All Solheim Lutheran Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 8.372788785684165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 176 | $7M |
| 2023 | 1 | 134 | $7M |
| 2024 | 1 | 158 | $8M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Solheim Lutheran Home 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Brighton Center, Inc. Employee Pension Plan in KY ($8M); by covered participants it is C. Blackburn Inc. Retirement Plan in NY (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Brighton Center, Inc. Employee Pension Plan (KY) $8M · 169
- South Atlantic Capital Inc Profit-Sharing Plan (FL) $8M · 3
- Colomer & Suarez, LLC. Coda Profit Sharing Plan LLC Coda Profit Sharing Plan (PR) $8M · 126
- Community Health and Counseling Services Discretionary Profit Sharing 401(a) (ME) $8M · 335
Similar participant headcount
Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.
- C. Blackburn Inc. Retirement Plan (NY) 158 · 0 off
- South Boston Community Health Center 403(b) Plan (MA) 158 · 0 off
- Edesia Inc. Retirement Savings Plan (RI) 158 · 0 off
- First Palmetto Bank Retirement Plan (SC) 157 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.