Lutheran Homes of Oconomowoc, Inc.403(b)
LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN · OCONOMOWOC, WI · plan year 2023
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Lutheran Homes of Oconomowoc, Inc. reported $63,594 in plan administrative expenses for 2023: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $819 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio has held roughly steady near 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,064th of 1,936), and the 4,563rd of 11,911 in health care & social assistance. In 2023, employees put in $2.09 for every $1.00 the employer contributed.
Lutheran Homes of Oconomowoc, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 390845016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.