Other · DOL Form 5500 · 2023
The Wartburg Home Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 383
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $17,870
- 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, 383 participants
The Wartburg Home's Wartburg Adult Care Community 403(b) Savings Plan reported $7M in total assets and 383 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #9,865 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Wartburg Adult Care Community 403(b) Savings Plan covers 383 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #9,865
- in Healthcare & Social Assistance (17,684 peers)
- -5.1%
- assets change YoY
The plan reported a net loss of $365K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2023 · DOL Form 5500
$6,844,057 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Wartburg Adult Care Community 403(b) Savings Plan among mid-size filed plans by headcount
Plan-year 2023 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 (383 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wartburg Adult Care Community 403(b) Savings Plan reported net income rose from -$473K in the plan year 2022 filing to -$365K in the plan year 2023 filing.
- Wartburg Adult Care Community 403(b) Savings Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Wartburg Adult Care Community 403(b) Savings Plan reported participants fell from 393 in the plan year 2022 filing to 383 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131740497 · The Wartburg Home PY 2023 · Other
Wartburg Adult Care Community 403(b) Savings Plan · $7M · 383 · 51st
- BOOK $7M
- BOOK 383
- BOOK 51st
- BOOK Other
- BOOK near Piedmont Access to Health Services, Inc. 403(b) Plan
- BOOK ind #9865
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
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$365K |
| 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 $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
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 Piedmont Access to Health Services, Inc. 403(b) Plan in VA ($7M); by covered participants it is Area Agency on Aging of Northwest Arkansas, Inc. Retirement Plan in AR (383 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 (383 participants); asset peers above are excluded.
- Area Agency on Aging of Northwest Arkansas, Inc. Retirement Plan (AR) 383 · 0 off
- Cincinnati Hills Christian Academy Retirement Plan (OH) 383 · 0 off
- Ccnrc 403b Plan (MD) 382 · 1 off
- Carthage College Defined Contribution Plan (WI) 382 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.