Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Concordia Lutheran Ministries · Pennsylvania · Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania holds $98M for 2,890 participants — about $33,801 per participant, down 13.5% over the 2022 plan year.

$98M
total plan assets (2022 EOY)
2,890
covered participants
$33,801
avg assets per participant
-13.5%
assets change YoY

The plan reported a net loss of $15M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$98M
Participants
2,890
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania

403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania is a Profit Sharing retirement plan sponsored by Concordia Lutheran Ministries, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $98M in total end-of-year assets and covers 2,890 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 250969458, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $113M at the beginning of 2022 to $98M at year-end — a decline of 13.5%. Net assets (after liabilities) closed the year at $98M, with reported net income of $-15,181,948 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$113M
Total Assets (End of Year)$98M
Net Assets (End of Year)$98M
Net Income$-15,181,948
Plan TypeProfit Sharing
Employer EIN250969458
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concordia Lutheran Ministries)

Year Plans Participants Total Assets
2022 1 2,890 $98M
2023 1 3,210 $119M
2024 1 3,350 $134M

Nearby Profit Sharing Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania?
As of the 2022 Form 5500 filing, 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania holds $98M in total assets with 2,890 participants. It is sponsored by Concordia Lutheran Ministries.
What type of plan is 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania?
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania is a Profit Sharing plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 250969458.
Who sponsors the 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania?
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania is sponsored by Concordia Lutheran Ministries, located in Pennsylvania. The sponsor's EIN is 250969458 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania perform in 2022?
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania declined by 13.5% during 2022, moving from $113M to $98M in total assets. Net income was $-15,181,948.
Where can I find official filings for 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania?
Official Form 5500 filings for 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 250969458 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania compare to other plans?
You can compare 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania against other Profit Sharing plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 250969458.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.