Other · DOL Form 5500 · 2024
Eger Lutheran Homes and Services, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 447
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $16,133
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. · Sponsored by Eger Lutheran Homes and Services, Inc. · New York · Healthcare & Social Assistance
$7M in assets, 447 participants
Eger Lutheran Homes and Services, Inc.'s 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. reported $7M in total assets and 447 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,077 in Healthcare & Social Assistance (16,916 peers)
Eger Lutheran Homes and Services, Inc. multi-year trail
Eger Lutheran Homes and Services, Inc.'s plans moved -14.3% in assets from 2022 to 2024; this filing shows 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. at $7M / 447 participants.
- #9,077
- in Healthcare & Social Assistance (16,916 peers)
- -19.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,211,388 49th percentile higher than 49% 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
403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. 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. 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. sits mid-pack in the medium band (447 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. end-of-year assets fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. reported participants fell from 453 in the plan year 2023 filing to 447 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 135564936 · Eger Lutheran Homes and Services, Inc. PY 2024 · Other
403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. · $7M · 447 · 49th
- EOY $7M
- 5500 447
- ASSETS 49th
- PCT Other
- EIN near Artesia Christian Home 403b Plan
- RANK ind #9077
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 New York →
403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. in the asset neighbourhood
Eger Lutheran Homes and Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Eger Lutheran Homes and Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 14.30585068257139% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 633 | $20M |
| 2023 | 2 | 557 | $22M |
| 2024 | 2 | 580 | $17M |
Eger Lutheran Homes and Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 135564936 |
| Plan Effective Date | 1983-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Artesia Christian Home 403b Plan in CA ($7M); by covered participants it is Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat in VT (447 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Artesia Christian Home 403b Plan (CA) $7M · 152
- Wheeler Mission Ministries, Inc. 403(b) Retirement Plan (IN) $7M · 199
- Brookwood School DC Plan (GA) $7M · 127
- 403(b) Thrift Plan of Neighborimpact (OR) $7M · 260
Similar participant headcount
Nearest other-state filings by covered participants (447 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.