401(k) · DOL Form 5500 · 2024

Lutheran Charity Association 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
313
Participants Below avg headcount
85th
Percentile by assets National rank
$178,419
Avg per participant Above avg balance/head
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Official DOL plan name: Jamestown Regional Medical Center Combined Retirement Income Savings Plan · Sponsored by Lutheran Charity Association · North Dakota · Healthcare & Social Assistance

$56M in assets, 313 participants

Lutheran Charity Association's Jamestown Regional Medical Center Combined Retirement Income Savings Plan reported $56M in total assets and 313 participants in its 2024 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.

  • #14,797 in Healthcare & Social Assistance (16,916 peers)

Where Jamestown Regional Medical Center Combined Retirement Income Savings Plan sits by assets

Jamestown Regional Medical Center Combined Retirement Income Savings Plan sits in the top quartile of all filed plans by assets, $56M for 313 participants (~$178,419/participant), up 13.7% in 2024.

#14,797
in Healthcare & Social Assistance (16,916 peers)
+13.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Jamestown Regional Medical Center Combined Retirement Income Savings Plan's outsized position by total assets

Jamestown Regional Medical Center Combined Retirement Income Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$55,845,180 Top 15% higher than 85% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Jamestown Regional Medical Center Combined Retirement Income Savings 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. Jamestown Regional Medical Center Combined Retirement Income Savings Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jamestown Regional Medical Center Combined Retirement Income Savings Plan end-of-year assets rose from $49M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • Jamestown Regional Medical Center Combined Retirement Income Savings Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 450231181 · Lutheran Charity Association PY 2024 · 401(k)

Jamestown Regional Medical Center Combined Retirement Income Savings Plan · $56M · 313 · 85th

  • ASSETS $56M
  • PCT 313
  • EIN 85th
  • RANK 401(k)
  • PHOTO near Criterion Systems 401(k) & Profit Sharing Plan
  • IND ind #14797

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 →

Jamestown Regional Medical Center Combined Retirement Income Savings Plan in the asset neighbourhood

Jamestown Regional Medical Center Combined Retirement Income Savings PlanJamestown Regional Medical C…$56MCriterion Systems 401(k) & Profit Sharing PlanCriterion Systems 401(k) & P…$56MSkidmore Sales & Distributing Co., Inc. Restated 401(k) Profit Sharing PlanSkidmore Sales & Distributin…$56MTrue World Holdings 401(k) PlanTrue World Holdings 401(k) P…$56MThe Mennel Milling Company Savings and Investment Plan and TrustThe Mennel Milling Company S…$56M
End-of-year total assets ($M) among Jamestown Regional Medical Center Combined Retirement Income Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$56M
Net Income$7M
Employer EIN450231181
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Charity Association)

Sponsor-wide plan assets over time

All Lutheran Charity Association plans reported in each filing year

Latest sponsor-wide plan assets
$56M 33.082901408086194% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42M $55.9M ▲ +33.1%
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.

Jamestown Regional Medical Center Combined Retirement Income Savings Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Jamestown Regional Medical Center Combined Retirement Income Savings Plan, Total assets ($B): 0.05584518 · Participants: 313Jamestown Regional Medical Center Combined Retirement Income Savings PlanSanford Retirement Savings Plan, Total assets ($B): 3.602462001 · Participants: 31958Sanford Retirement Savings PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.856387415 · Participants: 5327Knife River Corporation 401(k) Retirement PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.775551136 · Participants: 3465Mdu Resources Group, Inc. 401(k) Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.615317303 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.591992052 · Participants: 5199Offutt Companies 401(k) Savings Plan
Jamestown Regional Medical Center Combined Retirement Income Savings Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants

Jamestown Regional Medical Center Combined Retirement Income Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Criterion Systems 401(k) & Profit Sharing Plan in VA ($56M); by covered participants it is 403(b) Thrift Plan of Waypoint in NH (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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.

Frequently Asked Questions

How did Jamestown Regional Medical Center Combined Retirement Income Savings Plan assets move in 2024?
Jamestown Regional Medical Center Combined Retirement Income Savings Plan grew at a solid clip - up 13.7% during 2024, from $49M to $56M. Reported net income was $7M.
How have Lutheran Charity Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Lutheran Charity Association's sponsor-wide assets grew 33.1%, from $42M to $56M.
Where does Jamestown Regional Medical Center Combined Retirement Income Savings Plan rank by assets among Form 5500 filers?
Jamestown Regional Medical Center Combined Retirement Income Savings Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jamestown Regional Medical Center Combined Retirement Income Savings Plan?
Among 401(k) plans in other states, the closest by assets is Criterion Systems 401(k) & Profit Sharing Plan in VA ($56M, 448 participants).
Which 401(k) plans cover a similar participant headcount to Jamestown Regional Medical Center Combined Retirement Income Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is 403(b) Thrift Plan of Waypoint in NH (313 participants, $10M in assets).