Bartels Lutheran Home Corporation
Plan context: Bartels Lutheran Home Retirement Community 401(K) Plan
EIN 42-0752685 • Dubuque, IA • 58 filings • 10 plans
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
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 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 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 | - | - | - |
| 2023 | 2 | 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 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 | - | - | - |
| 2022 | 2 | 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 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 | - | - | - |
| 2021 | 2 | 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 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 | - | - | - |
| 2020 | 2 | 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 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 | - | - | - |
| 2019 | 2 | 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 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 | - | - | - |
| 2018 | 2 | 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 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 | - | - | - |
| 2017 | 2 | 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 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 | - | - | - |
| 2016 | 2 | 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 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 | - | - | - |
| 2015 | 2 | 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 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 | - | - | - |
| 2014 | 2 | 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 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 | - | - | - |
| 2013 | 2 | 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 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 | - | - | - |
| 2012 | 2 | 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 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 | - | - | - |
| 2011 | 2 | 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 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 | - | - | - |
| 2010 | 2 | 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 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 | - | - | - |
| 2009 | 2 | 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 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 | - | - | - |
| 2008 | 3 | 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 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 | - | - | - |
| 2007 | 3 | 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 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 | - | - | - |
| 2006 | 3 | 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 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 | - | - | - |
| 2005 | 3 | 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 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 | - | - | - |
| 2004 | 4 | 132 | $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 | - | - | - |
| 2003 | 3 | 132 | $0 | $0 | - |
| Bartels Lutheran Home Inc Cafeteria Benefits Plan | - | 132 | - | - | - |
| Bartels Lutheran Home Welfare Benefits Plan | - | 112 | - | - | - |
| Bartels Luteran Home Retirement Plan | - | 0 | - | - | - |
| 2002 | 2 | 129 | $0 | $0 | - |
| Bartels Luteran Home Retirement Plan | - | 0 | - | - | - |
| Bartels Lutheran Home Inc Cafeteria Benefits Plan | - | 129 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Bartels Luteran Home Retirement Plan | - | 0 | - | - | - |
| 2000 | 2 | 86 | $0 | $0 | - |
| Bartels Lutheran Home Inc Cafeteria Benefits Plan | - | 86 | - | - | - |
| Bartels Luteran Home Retirement Plan | - | 0 | - | - | - |
| 1999 | 2 | 77 | $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 | - | - | - |