Other · DOL Form 5500 · 2024

Lutheran Homes Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
70
Participants Small participant base
33rd
Percentile by assets National rank
$40,527
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lutheran Memorial Home 403(b) Retirement Savings Plan · Sponsored by Lutheran Homes · Minnesota · Healthcare & Social Assistance

$3M in assets, 70 participants

Lutheran Homes's Lutheran Memorial Home 403(b) Retirement Savings Plan reported $3M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,637 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Lutheran Memorial Home 403(b) Retirement Savings Plan holds $3M for 70 participants - about $40,527 per participant, in the lower half of filed plans by assets.

#5,637
in Healthcare & Social Assistance (16,916 peers)
+2.4%
assets growth YoY

Lutheran Memorial Home 403(b) Retirement Savings Plan among the smaller filed plans by assets

Lutheran Memorial Home 403(b) Retirement Savings Plan vs every filed plan by assets

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

$2,836,894 33rd percentile higher than 33% 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

Lutheran Memorial Home 403(b) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Memorial Home 403(b) Retirement Savings Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lutheran Memorial Home 403(b) Retirement Savings Plan reported net income rose from $16K in the plan year 2023 filing to $67K in the plan year 2024 filing.
  • Lutheran Memorial Home 403(b) Retirement Savings Plan reported participants fell from 74 in the plan year 2023 filing to 70 in the plan year 2024 filing.
  • Lutheran Memorial Home 403(b) Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410694719 · Lutheran Homes PY 2024 · Other

Lutheran Memorial Home 403(b) Retirement Savings Plan · $3M · 70 · 33rd

  • EIN $3M
  • EIN 70
  • EIN 33rd
  • EIN Other
  • EIN near Bausch & Lomb Supplemental Retirement Income
  • EIN ind #5637

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 Minnesota →

Lutheran Memorial Home 403(b) Retirement Savings Plan in the asset neighbourhood

Lutheran Memorial Home 403(b) Retirement Savings PlanLutheran Memorial Home 403(b…$3MBausch & Lomb Supplemental Retirement IncomeBausch & Lomb Supplemental R…$3MChildrens Home of Northern Kentucky 403b PlanChildrens Home of Northern K…$3MPromesa Behavioral Health 403(b) Retirement PlanPromesa Behavioral Health 40…$3MPeople Incorporated of Virginia ERISA 403(b) PlanPeople Incorporated of Virgi…$3M
End-of-year total assets ($M) among Lutheran Memorial Home 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$67K
Employer EIN410694719
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Homes)

Sponsor-wide plan assets over time

All Lutheran Homes plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.9906150515680245% vs 2022
2024 filing year
$2.7M$2.75M$2.8M$2.85M 202220232024 $2.75M $2.84M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 72 $3M
2023 1 74 $3M
2024 1 70 $3M

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

Lutheran Memorial Home 403(b) Retirement Savings Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lutheran Memorial Home 403(b) Retirement Savings Plan, Total assets ($B): 0.002836894 · Participants: 70Lutheran Memorial Home 403(b) Retirement Savings PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
Lutheran Memorial Home 403(b) Retirement Savings Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Lutheran Memorial Home 403(b) Retirement Savings Plan side-by-side with 3 peers →

Lutheran Memorial Home 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Bausch & Lomb Supplemental Retirement Income in NJ ($3M); by covered participants it is Central Christian College 403(b) DC Plan in KS (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Lutheran Memorial Home 403(b) Retirement Savings Plan assets move in 2024? ▼
Lutheran Memorial Home 403(b) Retirement Savings Plan edged up modestly - up 2.4% during 2024, from $3M to $3M. Reported net income was $67K.
How have Lutheran Homes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Homes's sponsor-wide assets grew 3.0%, from $3M to $3M.
Which Other plans are similar in size to Lutheran Memorial Home 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Bausch & Lomb Supplemental Retirement Income in NJ ($3M, N/A participants).
Which Other plans cover a similar participant headcount to Lutheran Memorial Home 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Central Christian College 403(b) DC Plan in KS (70 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410694719.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.