Other · DOL Form 5500 · 2022
Concordia Lutheran Ministries Retirement Plan
Data updated 2026-08-11
- $98M
- Total assets
- 2,890
- Participants
- 93rd
- Percentile by assets
- $33,801
- Avg per participant
Official DOL plan name: 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania · Sponsored by Concordia Lutheran Ministries · Pennsylvania · Healthcare & Social Assistance
$98M in assets, 2,890 participants
Concordia Lutheran Ministries's 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania reported $98M in total assets and 2,890 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #18,787 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania covers 2,890 participants in Pennsylvania, 3.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $98M.
- $98M
- total plan assets (2022 EOY)
- 2,890
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $33,801
- avg assets per participant
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.
Where 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania sits by total assets
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$97,683,645 Top 7% higher than 93% 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
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania reports 2,890 participants - 3.5x that state average ($98M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$15M |
| Employer EIN | 250969458 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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 Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Similar-Sized Other Plans Nationally
Other plans in other states closest to 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania by total assets, not by location.
- Door County Memorial Hospital Tax Deferred Annuity Plan (WI) $98M · 695
- Cassia 403(b) Retirement Plan (MN) $98M · 3,535
- Regional Enterprises, Inc. 403(b) Plan (WI) $98M · 971
- National Audubon Society Tax Deferred Annuity Plan (NY) $98M · 697
Frequently Asked Questions
How did 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania assets move in 2022? ▼
How have Concordia Lutheran Ministries plan assets changed over time? ▼
Where does 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania? ▼
Next read for 403(b) Thrift Plan for Concordia Luthera…
Filing takeaways
Ways to act on 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania's numbers.
- By total assets, 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Concordia Lutheran Ministries's sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans