Other · DOL Form 5500 · 2022
Lutheranliving Services, Inc. Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 521
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $23,552
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Home & Harwood Place 403(b) Plan · Sponsored by Lutheranliving Services, Inc. · Wisconsin · Healthcare & Social Assistance
$12M in assets, 521 participants
Lutheranliving Services, Inc.'s Lutheran Home & Harwood Place 403(b) Plan reported $12M in total assets and 521 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,835 in Healthcare & Social Assistance (20,060 peers)
Lutheranliving Services, Inc. multi-year trail
Lutheranliving Services, Inc.'s plans moved +19.5% in assets from 2022 to 2024; this filing shows Lutheran Home & Harwood Place 403(b) Plan at $12M / 521 participants.
- #14,835
- in Healthcare & Social Assistance (20,060 peers)
- -15.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lutheran Home & Harwood Place 403(b) Plan's outsized position by total assets
Lutheran Home & Harwood Place 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,270,504 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lutheran Home & Harwood Place 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Home & Harwood Place 403(b) Plan sits mid-pack in the medium band (521 participants).
Published 5500 schedule card
Filing strip 390807205 · Lutheranliving Services, Inc. PY 2022 · Other
Lutheran Home & Harwood Place 403(b) Plan · $12M · 521 · 69th
- PCT $12M
- PCT 521
- PCT 69th
- PCT Other
- PCT near Tidewater Health Care, Inc. 401(a) Retirement Plan
- PCT ind #14835
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 Wisconsin →
Lutheran Home & Harwood Place 403(b) Plan in the asset neighbourhood
Lutheranliving Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lutheranliving Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 19.45443316753737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 521 | $12M |
| 2023 | 1 | 470 | $14M |
| 2024 | 1 | 485 | $15M |
Lutheranliving Services, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 390807205 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Lutheran Home & Harwood Place 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Tidewater Health Care, Inc. 401(a) Retirement Plan in VA ($12M); by covered participants it is The Sholom Community Alliance Tax Sheltered Annuity Plan in MN (521 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (521 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.