Other · DOL Form 5500 · 2022
Lutheran Services Florida Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 2,428
- Participants Above avg headcount
- 72nd
- Percentile by assets National rank
- $5,998
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Services Florida Retirement Plan · Sponsored by Lutheran Services Florida Inc. · Florida · Healthcare & Social Assistance
$15M in assets, 2,428 participants
Lutheran Services Florida Inc.'s Lutheran Services Florida Retirement Plan reported $15M in total assets and 2,428 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #15,353 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
Lutheran Services Florida Retirement Plan covers 2,428 participants in Florida, 3.9x the typical Florida plan (state average ~628 per filing). Assets: $15M.
- #15,353
- in Healthcare & Social Assistance (20,060 peers)
- -5.0%
- assets change YoY
The plan reported a net loss of $767K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lutheran Services Florida Retirement Plan's outsized position by total assets
Lutheran Services Florida Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,562,462 Top 28% higher than 72% 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 Services Florida Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Services Florida Retirement Plan lands in the large band (2,428 participants).
DOL schedule card
Filing strip 592198911 · Lutheran Services Florida Inc. PY 2022 · Other
Lutheran Services Florida Retirement Plan · $15M · 2,428 · 72nd
- NET $15M
- NET 2,428
- NET 72nd
- NET Other
- NET near Center for Energy and Environment Tax Deferred Annuity Plan
- NET ind #15353
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 Florida →
Lutheran Services Florida Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$767K |
| Employer EIN | 592198911 |
| Plan Effective Date | 2016-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lutheran Services Florida Inc.)
Sponsor-wide plan assets over time
All Lutheran Services Florida Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 62.5083450861537% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,428 | $15M |
| 2023 | 1 | 2,612 | $20M |
| 2024 | 1 | 2,842 | $24M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Lutheran Services Florida Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Center for Energy and Environment Tax Deferred Annuity Plan in MN ($15M); by covered participants it is The University of Arizona Global Campus 403(b) Retirement in AZ (2,427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Center for Energy and Environment Tax Deferred Annuity Plan (MN) $15M · 151
- Penquis Cap 403b Plan (ME) $15M · 519
- Vna of Texas 403(b) Retirement Plan (TX) $15M · 240
- Brodstone Memorial Hospital Tax Deferred Annuity Plan (NE) $15M · 209
Similar participant headcount
Nearest other-state filings by covered participants (2,428 participants); asset peers above are excluded.
- The University of Arizona Global Campus 403(b) Retirement (AZ) 2,427 · 1 off
- Concord Hospital 403(b) Plan (NH) 2,423 · 5 off
- Sheppard Pratt Health System Tax Sheltered Annuity Program (MD) 2,439 · 11 off
- Augusta Health Care 403b Plan (VA) 2,439 · 11 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.