Other · DOL Form 5500 · 2022

Lutheran Social Services of Wisconsin and Upper Michigan Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
756
Participants Near avg headcount
78th
Percentile by assets National rank
$28,182
Avg per participant Low balance/head
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Official DOL plan name: Lutheran Social Services Tax Deferred Annuity Plan · Sponsored by Lutheran Social Services of Wisconsin and Upper Michigan · Wisconsin · Healthcare & Social Assistance

$21M in assets, 756 participants

Lutheran Social Services of Wisconsin and Upper Michigan's Lutheran Social Services Tax Deferred Annuity Plan reported $21M in total assets and 756 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,369 in Healthcare & Social Assistance (20,060 peers)

Where Lutheran Social Services Tax Deferred Annuity Plan sits by assets

Lutheran Social Services Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $21M for 756 participants (~$28,182/participant), down 14.0% in 2022.

#16,369
in Healthcare & Social Assistance (20,060 peers)
-14.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lutheran Social Services Tax Deferred Annuity Plan's outsized position by total assets

Lutheran Social Services Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,305,747 Top 22% higher than 78% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lutheran Social Services Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Social Services Tax Deferred Annuity Plan sits mid-pack in the medium band (756 participants).

EBSA filing schedule strip

Filing strip 390816846 · Lutheran Social Services of Wisconsin and Upper Michigan PY 2022 · Other

Lutheran Social Services Tax Deferred Annuity Plan · $21M · 756 · 78th

  • BOY $21M
  • SCH 756
  • EBSA 78th
  • PART Other
  • TYPE near Umrc 403(b) Tax Sheltered Annuity Plan
  • NET ind #16369

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 →

Lutheran Social Services Tax Deferred Annuity Plan in the asset neighbourhood

Goodwill of North Georgia, Inc Tax Deferred Annuity PlanGoodwill of North Georgia, I…$21MLutheran Social Services Tax Deferred Annuity PlanLutheran Social Services Tax…$21MUmrc 403(b) Tax Sheltered Annuity PlanUmrc 403(b) Tax Sheltered An…$21MUsga Defined Contribution Retirement PlanUsga Defined Contribution Re…$21MFull Circle Health, Inc. 403(b) PlanFull Circle Health, Inc. 403…$21M
End-of-year total assets ($M) among Lutheran Social Services Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN390816846
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Social Services of Wisconsin and Upper Michigan)

Sponsor-wide plan assets over time

All Lutheran Social Services of Wisconsin and Upper Michigan plans reported in each filing year

Latest sponsor-wide plan assets
$28M 33.46825154734073% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.3M $28.4M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 756 $21M
2023 1 767 $25M
2024 1 827 $28M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Lutheran Social Services Tax Deferred Annuity Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Lutheran Social Services Tax Deferred Annuity Plan, Total assets ($B): 0.021305747 · Participants: 756Lutheran Social Services Tax Deferred Annuity PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Lutheran Social Services Tax Deferred Annuity Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Lutheran Social Services Tax Deferred Annuity Plan side-by-side with 3 peers →

Lutheran Social Services Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Umrc 403(b) Tax Sheltered Annuity Plan in MI ($21M); by covered participants it is Bryn Mawr College Retirement Plan in PA (757 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (756 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lutheran Social Services Tax Deferred Annuity Plan assets move in 2022? ▼
Lutheran Social Services Tax Deferred Annuity Plan pulled back noticeably - down 14.0% during 2022, from $25M to $21M. Reported net income was -$3M.
How have Lutheran Social Services of Wisconsin and Upper Michigan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Social Services of Wisconsin and Upper Michigan's sponsor-wide assets grew 33.5%, from $21M to $28M.
Where does Lutheran Social Services Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Lutheran Social Services Tax Deferred Annuity Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lutheran Social Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Umrc 403(b) Tax Sheltered Annuity Plan in MI ($21M, 1,183 participants).
Which Other plans cover a similar participant headcount to Lutheran Social Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Bryn Mawr College Retirement Plan in PA (757 participants, $275M in assets).

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 390816846.

Read our methodology - how this data is sourced, computed, and verified.

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