Civic Intelligence

Bartels Lutheran Home Corporation

Plan context: Bartels Lutheran Home Retirement Community 401(K) Plan

EIN 42-0752685 • Dubuque, IA • 58 filings • 10 plans

895 Main StreetDubuque, IA 52004-0938
Current Snapshot

Latest Year

2024

2024 Participants

183

2024 Assets

$3,849,817

2024 Contributions

$477,313

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,970,368$2,485,184$0199920142024YearValue
$3,849,817Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2231120199920122024YearValue
183Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242183$3,849,817$477,313$2,608iApproximate average salary by contribution assumption: employee only about $65,207 at 4% or $43,471 at 6%; with 50% employer match about $43,471 at 4% or $28,981 at 6%; with 100% employer match about $32,603 at 4% or $21,736 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-183$3,849,817$477,313$2,608iApproximate average salary by contribution assumption: employee only about $65,207 at 4% or $43,471 at 6%; with 50% employer match about $43,471 at 4% or $28,981 at 6%; with 100% employer match about $32,603 at 4% or $21,736 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-120---
20232172$4,577,641$477,938$2,779iApproximate average salary by contribution assumption: employee only about $69,468 at 4% or $46,312 at 6%; with 50% employer match about $46,312 at 4% or $30,875 at 6%; with 100% employer match about $34,734 at 4% or $23,156 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-172$4,577,641$477,938$2,779iApproximate average salary by contribution assumption: employee only about $69,468 at 4% or $46,312 at 6%; with 50% employer match about $46,312 at 4% or $30,875 at 6%; with 100% employer match about $34,734 at 4% or $23,156 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-122---
20222145$4,356,422$338,211$2,332iApproximate average salary by contribution assumption: employee only about $58,312 at 4% or $38,875 at 6%; with 50% employer match about $38,875 at 4% or $25,917 at 6%; with 100% employer match about $29,156 at 4% or $19,437 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-145$4,356,422$338,211$2,332iApproximate average salary by contribution assumption: employee only about $58,312 at 4% or $38,875 at 6%; with 50% employer match about $38,875 at 4% or $25,917 at 6%; with 100% employer match about $29,156 at 4% or $19,437 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-117---
20212154$4,970,368$705,315$4,580iApproximate average salary by contribution assumption: employee only about $114,499 at 4% or $76,333 at 6%; with 50% employer match about $76,333 at 4% or $50,889 at 6%; with 100% employer match about $57,250 at 4% or $38,166 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-154$4,970,368$705,315$4,580iApproximate average salary by contribution assumption: employee only about $114,499 at 4% or $76,333 at 6%; with 50% employer match about $76,333 at 4% or $50,889 at 6%; with 100% employer match about $57,250 at 4% or $38,166 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-109---
20202159$4,088,467$389,870$2,452iApproximate average salary by contribution assumption: employee only about $61,300 at 4% or $40,867 at 6%; with 50% employer match about $40,867 at 4% or $27,245 at 6%; with 100% employer match about $30,650 at 4% or $20,433 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-159$4,088,467$389,870$2,452iApproximate average salary by contribution assumption: employee only about $61,300 at 4% or $40,867 at 6%; with 50% employer match about $40,867 at 4% or $27,245 at 6%; with 100% employer match about $30,650 at 4% or $20,433 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-133---
20192152$3,617,227$351,423$2,312iApproximate average salary by contribution assumption: employee only about $57,800 at 4% or $38,533 at 6%; with 50% employer match about $38,533 at 4% or $25,689 at 6%; with 100% employer match about $28,900 at 4% or $19,267 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-152$3,617,227$351,423$2,312iApproximate average salary by contribution assumption: employee only about $57,800 at 4% or $38,533 at 6%; with 50% employer match about $38,533 at 4% or $25,689 at 6%; with 100% employer match about $28,900 at 4% or $19,267 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-133---
20182169$2,949,993$332,105$1,965iApproximate average salary by contribution assumption: employee only about $49,128 at 4% or $32,752 at 6%; with 50% employer match about $32,752 at 4% or $21,835 at 6%; with 100% employer match about $24,564 at 4% or $16,376 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-169$2,949,993$332,105$1,965iApproximate average salary by contribution assumption: employee only about $49,128 at 4% or $32,752 at 6%; with 50% employer match about $32,752 at 4% or $21,835 at 6%; with 100% employer match about $24,564 at 4% or $16,376 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-128---
20172158$3,133,641$342,716$2,169iApproximate average salary by contribution assumption: employee only about $54,227 at 4% or $36,151 at 6%; with 50% employer match about $36,151 at 4% or $24,101 at 6%; with 100% employer match about $27,114 at 4% or $18,076 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-158$3,133,641$342,716$2,169iApproximate average salary by contribution assumption: employee only about $54,227 at 4% or $36,151 at 6%; with 50% employer match about $36,151 at 4% or $24,101 at 6%; with 100% employer match about $27,114 at 4% or $18,076 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-137---
20162168$2,628,499$253,557$1,509iApproximate average salary by contribution assumption: employee only about $37,732 at 4% or $25,154 at 6%; with 50% employer match about $25,154 at 4% or $16,770 at 6%; with 100% employer match about $18,866 at 4% or $12,577 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-168$2,628,499$253,557$1,509iApproximate average salary by contribution assumption: employee only about $37,732 at 4% or $25,154 at 6%; with 50% employer match about $25,154 at 4% or $16,770 at 6%; with 100% employer match about $18,866 at 4% or $12,577 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-133---
20152145$2,594,391$250,742$1,729iApproximate average salary by contribution assumption: employee only about $43,231 at 4% or $28,821 at 6%; with 50% employer match about $28,821 at 4% or $19,214 at 6%; with 100% employer match about $21,616 at 4% or $14,410 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-145$2,594,391$250,742$1,729iApproximate average salary by contribution assumption: employee only about $43,231 at 4% or $28,821 at 6%; with 50% employer match about $28,821 at 4% or $19,214 at 6%; with 100% employer match about $21,616 at 4% or $14,410 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-144---
20142158$2,604,311$227,065$1,437iApproximate average salary by contribution assumption: employee only about $35,928 at 4% or $23,952 at 6%; with 50% employer match about $23,952 at 4% or $15,968 at 6%; with 100% employer match about $17,964 at 4% or $11,976 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-158$2,604,311$227,065$1,437iApproximate average salary by contribution assumption: employee only about $35,928 at 4% or $23,952 at 6%; with 50% employer match about $23,952 at 4% or $15,968 at 6%; with 100% employer match about $17,964 at 4% or $11,976 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-136---
20132159$2,575,926$229,992$1,446iApproximate average salary by contribution assumption: employee only about $36,162 at 4% or $24,108 at 6%; with 50% employer match about $24,108 at 4% or $16,072 at 6%; with 100% employer match about $18,081 at 4% or $12,054 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-159$2,575,926$229,992$1,446iApproximate average salary by contribution assumption: employee only about $36,162 at 4% or $24,108 at 6%; with 50% employer match about $24,108 at 4% or $16,072 at 6%; with 100% employer match about $18,081 at 4% or $12,054 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-134---
20122162$2,144,071$211,284$1,304iApproximate average salary by contribution assumption: employee only about $32,606 at 4% or $21,737 at 6%; with 50% employer match about $21,737 at 4% or $14,491 at 6%; with 100% employer match about $16,303 at 4% or $10,869 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-162$2,144,071$211,284$1,304iApproximate average salary by contribution assumption: employee only about $32,606 at 4% or $21,737 at 6%; with 50% employer match about $21,737 at 4% or $14,491 at 6%; with 100% employer match about $16,303 at 4% or $10,869 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-140---
20112154$1,772,782$209,787$1,362iApproximate average salary by contribution assumption: employee only about $34,056 at 4% or $22,704 at 6%; with 50% employer match about $22,704 at 4% or $15,136 at 6%; with 100% employer match about $17,028 at 4% or $11,352 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-154$1,772,782$209,787$1,362iApproximate average salary by contribution assumption: employee only about $34,056 at 4% or $22,704 at 6%; with 50% employer match about $22,704 at 4% or $15,136 at 6%; with 100% employer match about $17,028 at 4% or $11,352 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-133---
20102157$1,728,975$213,793$1,362iApproximate average salary by contribution assumption: employee only about $34,043 at 4% or $22,696 at 6%; with 50% employer match about $22,696 at 4% or $15,130 at 6%; with 100% employer match about $17,022 at 4% or $11,348 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-157$1,728,975$213,793$1,362iApproximate average salary by contribution assumption: employee only about $34,043 at 4% or $22,696 at 6%; with 50% employer match about $22,696 at 4% or $15,130 at 6%; with 100% employer match about $17,022 at 4% or $11,348 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-140---
20092164$1,441,749$221,561$1,351iApproximate average salary by contribution assumption: employee only about $33,775 at 4% or $22,516 at 6%; with 50% employer match about $22,516 at 4% or $15,011 at 6%; with 100% employer match about $16,887 at 4% or $11,258 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-164$1,441,749$221,561$1,351iApproximate average salary by contribution assumption: employee only about $33,775 at 4% or $22,516 at 6%; with 50% employer match about $22,516 at 4% or $15,011 at 6%; with 100% employer match about $16,887 at 4% or $11,258 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-146---
20083172$1,166,406$714,883$4,156iApproximate average salary by contribution assumption: employee only about $103,907 at 4% or $69,272 at 6%; with 50% employer match about $69,272 at 4% or $46,181 at 6%; with 100% employer match about $51,954 at 4% or $34,636 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-172$1,166,406$714,883$4,156iApproximate average salary by contribution assumption: employee only about $103,907 at 4% or $69,272 at 6%; with 50% employer match about $69,272 at 4% or $46,181 at 6%; with 100% employer match about $51,954 at 4% or $34,636 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-144---
Bartels Luteran Home Retirement Plan-0---
20073184$823,527$222,082$1,207iApproximate average salary by contribution assumption: employee only about $30,174 at 4% or $20,116 at 6%; with 50% employer match about $20,116 at 4% or $13,411 at 6%; with 100% employer match about $15,087 at 4% or $10,058 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-184$823,527$222,082$1,207iApproximate average salary by contribution assumption: employee only about $30,174 at 4% or $20,116 at 6%; with 50% employer match about $20,116 at 4% or $13,411 at 6%; with 100% employer match about $15,087 at 4% or $10,058 at 6%.
Bartels Luteran Home Retirement Plan-0---
Bartels Lutheran Home Welfare Benefits Plan-111---
20063223$611,572$263,227$1,180iApproximate average salary by contribution assumption: employee only about $29,510 at 4% or $19,673 at 6%; with 50% employer match about $19,673 at 4% or $13,115 at 6%; with 100% employer match about $14,755 at 4% or $9,837 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-223$611,572$263,227$1,180iApproximate average salary by contribution assumption: employee only about $29,510 at 4% or $19,673 at 6%; with 50% employer match about $19,673 at 4% or $13,115 at 6%; with 100% employer match about $14,755 at 4% or $9,837 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-113---
Bartels Luteran Home Retirement Plan-0---
20053177$350,079$222,324$1,256iApproximate average salary by contribution assumption: employee only about $31,402 at 4% or $20,934 at 6%; with 50% employer match about $20,934 at 4% or $13,956 at 6%; with 100% employer match about $15,701 at 4% or $10,467 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-177$350,079$222,324$1,256iApproximate average salary by contribution assumption: employee only about $31,402 at 4% or $20,934 at 6%; with 50% employer match about $20,934 at 4% or $13,956 at 6%; with 100% employer match about $15,701 at 4% or $10,467 at 6%.
Bartels Lutheran Home Welfare Benefits Plan-114---
Bartels Luteran Home Retirement Plan-0---
20044132$140,250$138,255$1,047iApproximate average salary by contribution assumption: employee only about $26,185 at 4% or $17,456 at 6%; with 50% employer match about $17,456 at 4% or $11,638 at 6%; with 100% employer match about $13,092 at 4% or $8,728 at 6%.
Bartels Lutheran Home Retirement Community 401(K) Plan-125$140,250$138,255$1,106iApproximate average salary by contribution assumption: employee only about $27,651 at 4% or $18,434 at 6%; with 50% employer match about $18,434 at 4% or $12,289 at 6%; with 100% employer match about $13,826 at 4% or $9,217 at 6%.
Bartels Lutheran Home Inc Cafeteria Benefits Plan-132---
Bartels Lutheran Home Welfare Benefits Plan-109---
Bartels Luteran Home Retirement Plan-0---
20033132$0$0-
Bartels Lutheran Home Inc Cafeteria Benefits Plan-132---
Bartels Lutheran Home Welfare Benefits Plan-112---
Bartels Luteran Home Retirement Plan-0---
20022129$0$0-
Bartels Luteran Home Retirement Plan-0---
Bartels Lutheran Home Inc Cafeteria Benefits Plan-129---
200110$0$0-
Bartels Luteran Home Retirement Plan-0---
2000286$0$0-
Bartels Lutheran Home Inc Cafeteria Benefits Plan-86---
Bartels Luteran Home Retirement Plan-0---
1999277$338,734$83,092$1,079iApproximate average salary by contribution assumption: employee only about $26,978 at 4% or $17,985 at 6%; with 50% employer match about $17,985 at 4% or $11,990 at 6%; with 100% employer match about $13,489 at 4% or $8,993 at 6%.
Bartels Luteran Home Retirement Plan-0$338,734$83,092-
Bartels Lutheran Home Inc Cafeteria Benefits Plan-77---