401(k) · DOL Form 5500 · 2022
Wisconsin Lutheran Child & Family Service, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 248
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $19,239
- Avg per participant Low balance/head
Official DOL plan name: Wlcfs Retirement Readiness Plan · Sponsored by Wisconsin Lutheran Child & Family Service, Inc. · Wisconsin · Healthcare & Social Assistance
$5M in assets, 248 participants
Wisconsin Lutheran Child & Family Service, Inc.'s Wlcfs Retirement Readiness Plan reported $5M in total assets and 248 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #11,056 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Wlcfs Retirement Readiness Plan covers 248 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.
- #11,056
- in Healthcare & Social Assistance (20,060 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $311K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wlcfs Retirement Readiness Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Wlcfs Retirement Readiness Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,771,212 Top 50% higher than 50% 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
Wlcfs Retirement Readiness 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. Wlcfs Retirement Readiness Plan sits mid-pack in the medium band (248 participants).
Published 5500 schedule card
Filing strip 391047224 · Wisconsin Lutheran Child & Family Service, Inc. PY 2022 · 401(k)
Wlcfs Retirement Readiness Plan · $5M · 248 · 50th
- IND $5M
- EOY 248
- 5500 50th
- ASSETS 401(k)
- PCT near Chicago Cardiology Institute 401(k) Profit Sharing Plan and Trust
- EIN ind #11056
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 →
Wlcfs Retirement Readiness Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$311K |
| Employer EIN | 391047224 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wisconsin Lutheran Child & Family Service, Inc.)
Sponsor-wide plan assets over time
All Wisconsin Lutheran Child & Family Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 18.703360907039972% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $5M |
| 2023 | 1 | 220 | $6M |
| 2024 | 1 | 161 | $6M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Wlcfs Retirement Readiness Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Chicago Cardiology Institute 401(k) Profit Sharing Plan and Trust in IL ($5M); by covered participants it is Emmis Operating Company 401(k) Plan in IN (248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.
- Emmis Operating Company 401(k) Plan (IN) 248 · 0 off
- Houston Country Club 401(k) Plan (TX) 248 · 0 off
- California School Employees Association 401(k) Plan (CA) 248 · 0 off
- Neo Philanthropy, Inc. 401(k) Plan (NY) 248 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.