Other · DOL Form 5500 · 2022
Concordia Lutheran Ministries Retirement Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 2,890
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $33,801
- Avg per participant Low balance/head
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.
- #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.
- #18,787
- in Healthcare & Social Assistance (20,060 peers)
- -13.5%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania's outsized position 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
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania'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. 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania lands in the large band (2,890 participants).
Published 5500 schedule card
Filing strip 250969458 · Concordia Lutheran Ministries PY 2022 · Other
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania · $98M · 2,890 · 93rd
- BOY $98M
- BOY 2,890
- BOY 93rd
- BOY Other
- BOY near Door County Memorial Hospital Tax Deferred Annuity Plan
- BOY ind #18787
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 Pennsylvania →
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Concordia Lutheran Ministries plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 36.79832381357186% vs 2022
- 2024 filing year
| 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.
- 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
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Door County Memorial Hospital Tax Deferred Annuity Plan in WI ($98M); by covered participants it is Uhealth Retirement Savings Plan III in FL (2,898 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,890 participants); asset peers above are excluded.
- Uhealth Retirement Savings Plan III (FL) 2,898 · 8 off
- Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings Plan (IN) 2,899 · 9 off
- Metropolitan Jewish Health System 403(b) Plan (NY) 2,872 · 18 off
- Umass Memorial Health Care 403(b) Plan (MA) 2,872 · 18 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.