401(k) · DOL Form 5500 · 2022

Lutheran Social Services of 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
180
Participants Small participant base
76th
Percentile by assets National rank
$99,082
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Plan for Employees of Lutheran Social Services of Illinois · Sponsored by Lutheran Social Services of · Illinois · Healthcare & Social Assistance

$18M in assets, 180 participants

Lutheran Social Services of's 403(b) Plan for Employees of Lutheran Social Services of Illinois reported $18M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,956 in Healthcare & Social Assistance (20,060 peers)

Coverage in Illinois

403(b) Plan for Employees of Lutheran Social Services of Illinois covers 180 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $18M.

#15,956
in Healthcare & Social Assistance (20,060 peers)
-7.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Plan for Employees of Lutheran Social Services of Illinois's outsized position by total assets

403(b) Plan for Employees of Lutheran Social Services of Illinois vs every filed plan by assets

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

$17,834,774 Top 24% higher than 76% 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

403(b) Plan for Employees of Lutheran Social Services of Illinois 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. 403(b) Plan for Employees of Lutheran Social Services of Illinois sits mid-pack in the medium band (180 participants).

Published 5500 schedule card

Filing strip 362584799 · Lutheran Social Services of PY 2022 · 401(k)

403(b) Plan for Employees of Lutheran Social Services of Illinois · $18M · 180 · 76th

  • SCH $18M
  • SCH 180
  • SCH 76th
  • SCH 401(k)
  • SCH near Mccabe Heidrich & Wong, P.C. 401(k) Profit Sharing Plan
  • SCH ind #15956

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 Illinois →

403(b) Plan for Employees of Lutheran Social Services of Illinois in the asset neighbourhood

Bonitz, Inc. 401(k) Retirement Savings PlanBonitz, Inc. 401(k) Retireme…$18MTransact Technologies Incorporated Retirement Savings PlanTransact Technologies Incorp…$18M403(b) Plan for Employees of Lutheran Social Services of Illinois403(b) Plan for Employees of…$18MMccabe Heidrich & Wong, P.C. 401(k) Profit Sharing PlanMccabe Heidrich & Wong, P.C.…$18MBelvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing PlanBelvedere Hotel Partnership …$18M
End-of-year total assets ($M) among 403(b) Plan for Employees of Lutheran Social Services of Illinois and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$1M
Employer EIN362584799
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Social Services of)

Sponsor-wide plan assets over time

All Lutheran Social Services of plans reported in each filing year

Latest sponsor-wide plan assets
$28M 59.2492228945542% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $28.4M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 180 $18M
2023 1 1,282 $23M
2024 1 1,371 $28M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Plan for Employees of Lutheran Social Services of Illinois vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants 403(b) Plan for Employees of Lutheran Social Services of Illinois, Total assets ($B): 0.017834774 · Participants: 180403(b) Plan for Employees of Lutheran Social Services of IllinoisState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
403(b) Plan for Employees of Lutheran Social Services of Illinois vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare 403(b) Plan for Employees of Lutheran Social Services of Illinois side-by-side with 3 peers →

403(b) Plan for Employees of Lutheran Social Services of Illinois's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mccabe Heidrich & Wong, P.C. 401(k) Profit Sharing Plan in NJ ($18M); by covered participants it is Severson Group 401(k) Plan in CA (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 403(b) Plan for Employees of Lutheran Social Services of Illinois assets move in 2022? ▼
403(b) Plan for Employees of Lutheran Social Services of Illinois pulled back noticeably - down 7.0% during 2022, from $19M to $18M. Reported net income was -$1M.
How have Lutheran Social Services of plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Social Services of's sponsor-wide assets grew 59.2%, from $18M to $28M.
Where does 403(b) Plan for Employees of Lutheran Social Services of Illinois rank by assets among Form 5500 filers? ▼
403(b) Plan for Employees of Lutheran Social Services of Illinois ranks in the 76th 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 401(k) plans are similar in size to 403(b) Plan for Employees of Lutheran Social Services of Illinois? ▼
Among 401(k) plans in other states, the closest by assets is Mccabe Heidrich & Wong, P.C. 401(k) Profit Sharing Plan in NJ ($18M, 22 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Plan for Employees of Lutheran Social Services of Illinois? ▼
Among 401(k) plans in other states, the closest by covered participants is Severson Group 401(k) Plan in CA (180 participants, $16M 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 362584799.

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.