401(k) · DOL Form 5500 · 2022
Gundersen Lutheran Administrative Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 7,026
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $307,427
- Avg per participant High balance/head
Official DOL plan name: Gundersen Lutheran Employees' Retirement Plan · Sponsored by Gundersen Lutheran Administrative Services, Inc. · Wisconsin · Healthcare & Social Assistance
$2.2B in assets, 7,026 participants
Gundersen Lutheran Administrative Services, Inc.'s Gundersen Lutheran Employees' Retirement Plan reported $2.2B in total assets and 7,026 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,990 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Gundersen Lutheran Employees' Retirement Plan covers 7,026 participants in Wisconsin, 12x the typical Wisconsin plan (state average ~563 per filing). Assets: $2.2B.
- #19,990
- in Healthcare & Social Assistance (20,060 peers)
- -18.1%
- assets change YoY
- 22×
- vs typical plan assets (national mean)
The plan reported a net loss of $480M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gundersen Lutheran Employees' Retirement Plan's outsized position by total assets
Gundersen Lutheran Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,159,979,493 Top 1% higher than 99% 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
Gundersen Lutheran Employees' 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. Gundersen Lutheran Employees' Retirement Plan lands in the large band (7,026 participants).
EBSA filing schedule strip
Filing strip 391606449 · Gundersen Lutheran Administrative Services, Inc. PY 2022 · 401(k)
Gundersen Lutheran Employees' Retirement Plan · $2.2B · 7,026 · 99th
- BOY $2.2B
- BOY 7,026
- BOY 99th
- BOY 401(k)
- BOY near Baycare Health System Retirement Plan
- BOY ind #19990
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 →
Gundersen Lutheran Employees' Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2.6B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | -$480M |
| Employer EIN | 391606449 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gundersen Lutheran Administrative Services, Inc.)
Sponsor-wide plan assets over time
All Gundersen Lutheran Administrative Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.9B 32.95952097263731% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,026 | $2.2B |
| 2023 | 1 | 7,313 | $2.5B |
| 2024 | 1 | 9,492 | $2.9B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Scale composition for Gundersen Lutheran Employees' Retirement Plan
Gundersen Lutheran Employees' Retirement Plan reports $2.2B in end-of-year assets across 7,026 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $307,427 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2022 was -$480M.
This plan identity (EIN 391606449, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.9B (+33.0%) while covered participants moved from 7,026 to 9,492 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,026 | $2.2B | This page |
| 2023 | 7,313 | $2.5B | Open filing |
| 2024 · index core | 9,492 | $2.9B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Gundersen Lutheran Employees' Retirement Plan (401(k), $2.9B, 9,492 participants)
Gundersen Lutheran Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Baycare Health System Retirement Plan in FL ($2.2B); by covered participants it is Vericast Corp. 401(k) Plan in TX (7,026 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- Baycare Health System Retirement Plan (FL) $2.2B · 27,548
- Ally Financial Inc. Retirement Savings Plan (MI) $2.1B · 10,291
- Penn State Health 401(k) Savings Plan (PA) $2.1B · 16,910
- Bellsouth Savings and Security Plan (TX) $2.1B · 13,450
Similar participant headcount
Nearest other-state filings by covered participants (7,026 participants); asset peers above are excluded.
- Vericast Corp. 401(k) Plan (TX) 7,026 · 0 off
- Dot Holdings Co. 401(k) and Profit Sharing Plan (MO) 7,027 · 1 off
- Boyne Resorts 401(k) Retirement Plan (MI) 7,029 · 3 off
- Tawa Supermarket, Inc. 401(k) Plan (CA) 7,023 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.