Other · DOL Form 5500 · 2024
The Wartburg Home Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 426
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $16,970
- Avg per participant Low balance/head
Official DOL plan name: Wartburg Adult Care Community 403(b) Savings Plan · Sponsored by The Wartburg Home · New York · Healthcare & Social Assistance
$7M in assets, 426 participants
The Wartburg Home's Wartburg Adult Care Community 403(b) Savings Plan reported $7M in total assets and 426 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.
- #9,084 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Wartburg Adult Care Community 403(b) Savings Plan holds $7M for 426 participants - about $16,970 per participant, in the lower half of filed plans by assets.
- #9,084
- in Healthcare & Social Assistance (16,916 peers)
- +5.6%
- assets growth YoY
Wartburg Adult Care Community 403(b) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Wartburg Adult Care Community 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,229,387 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
Wartburg Adult Care Community 403(b) 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. Wartburg Adult Care Community 403(b) Savings Plan sits mid-pack in the medium band (426 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wartburg Adult Care Community 403(b) Savings Plan reported net income rose from -$365K in the plan year 2023 filing to $385K in the plan year 2024 filing.
- Wartburg Adult Care Community 403(b) Savings Plan reported participants rose from 383 in the plan year 2023 filing to 426 in the plan year 2024 filing.
- Wartburg Adult Care Community 403(b) Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 131740497 · The Wartburg Home PY 2024 · Other
Wartburg Adult Care Community 403(b) Savings Plan · $7M · 426 · 49th
- TYPE $7M
- NET 426
- BOOK 49th
- VS-ST Other
- BOY near 403(b) Thrift Plan of Kids-in-Crisis
- SCH ind #9084
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 →
Wartburg Adult Care Community 403(b) Savings Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $385K |
| Employer EIN | 131740497 |
| Plan Effective Date | 2010-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wartburg Home)
Sponsor-wide plan assets over time
All The Wartburg Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 0.28289665422063803% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 393 | $7M |
| 2023 | 1 | 383 | $7M |
| 2024 | 1 | 426 | $7M |
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
Wartburg Adult Care Community 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 403(b) Thrift Plan of Kids-in-Crisis in CT ($7M); by covered participants it is Ordway Center for the Performing Arts Defined Contribution Retirement Plan in MN (426 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (426 participants); asset peers above are excluded.
- Ordway Center for the Performing Arts Defined Contribution Retirement Plan (MN) 426 · 0 off
- Ironton-Lawrence County Area Community Action Organization, Inc. Tax Sheltered Annuity Plan (OH) 426 · 0 off
- The Loomis Communities 403(b) Retirement Plan (MA) 426 · 0 off
- My Community Dental Centers, Inc. 403(b) Plan (MI) 425 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.