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LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN

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Plan General Information

LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN is $14,656,346.00.This plan was established in 1984.

LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN is 440

LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN is $33,309.00

LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN is $1,536.00.

LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN is approximately $742.00
Investing in this additonal $742.00 for 20 years would give you extra $47,506.00, assuming a 10% annual return.

LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN allocates $326,604.00 to match its employees' contributions, providing an employer match rate of 47.77% of their contributions

LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN is 15.31%.

LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN is 15.88%. This measures the effectiveness of the plan participants' investments in the year.

LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN is 0.43%.

Enrollment Features

LUTHERAN HOMES OF OCONOMOWOC RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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