401(k) · DOL Form 5500 · 2024
Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $19,947
- Avg per participant Low balance/head
Official DOL plan name: Bartels Lutheran Home Retirement Community 401(k) Plan · Sponsored by Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm · Iowa · Healthcare & Social Assistance
$4M in assets, 193 participants
Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm's Bartels Lutheran Home Retirement Community 401(k) Plan reported $4M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #6,625 in Healthcare & Social Assistance (16,916 peers)
Coverage in Iowa
Bartels Lutheran Home Retirement Community 401(k) Plan covers 193 participants in Iowa, about 32% of the average Iowa filer (state average ~609 per filing). Assets: $4M.
- #6,625
- in Healthcare & Social Assistance (16,916 peers)
- -15.9%
- assets change YoY
The plan reported a net loss of $728K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bartels Lutheran Home Retirement Community 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Bartels Lutheran Home Retirement Community 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,849,817 38th percentile higher than 38% 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
Bartels Lutheran Home Retirement Community 401(k) 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. Bartels Lutheran Home Retirement Community 401(k) Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bartels Lutheran Home Retirement Community 401(k) Plan reported net income fell from $221K in the plan year 2023 filing to -$728K in the plan year 2024 filing.
- Bartels Lutheran Home Retirement Community 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Bartels Lutheran Home Retirement Community 401(k) Plan reported participants rose from 167 in the plan year 2023 filing to 193 in the plan year 2024 filing.
DOL schedule card
Filing strip 420752685 · Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm PY 2024 · 401(k)
Bartels Lutheran Home Retirement Community 401(k) Plan · $4M · 193 · 38th
- VS-ST $4M
- BOY 193
- SCH 38th
- EBSA 401(k)
- PART near Get Fresh Sales, Inc. 401(k) Retirement Plan
- TYPE ind #6625
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 Iowa →
Bartels Lutheran Home Retirement Community 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$728K |
| Employer EIN | 420752685 |
| Plan Effective Date | 2004-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm)
Sponsor-wide plan assets over time
All Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 11.628923919675367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $4M |
| 2023 | 1 | 167 | $5M |
| 2024 | 1 | 193 | $4M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Bartels Lutheran Home Retirement Community 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Get Fresh Sales, Inc. 401(k) Retirement Plan in NV ($4M); by covered participants it is Spartan Race, Inc. 401(k) Plan in MA (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Spartan Race, Inc. 401(k) Plan (MA) 193 · 0 off
- Glenstone Foundation 401(k) Plan (MD) 193 · 0 off
- Security Risk Advisors Intl, LLC 401(k) Profit Sharing Plan (PA) 193 · 0 off
- Royal Plywood Co., LLC Profit Sharing Plan (CA) 193 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.