Other · DOL Form 5500 · 2022
The Lutheran University Association , Inc Retirement Plan
Data updated 2026-08-11
- $209M
- Total assets
- 720
- Participants
- 96th
- Percentile by assets
- $290,281
- Avg per participant
Official DOL plan name: Valparaiso University Retirement Plan · Sponsored by The Lutheran University Association , Inc · Indiana · Educational Services
$209M in assets, 720 participants
The Lutheran University Association , Inc's Valparaiso University Retirement Plan reported $209M in total assets and 720 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #3,745 in Educational Services (4,024 peers)
Where Valparaiso University Retirement Plan sits by assets
Valparaiso University Retirement Plan sits in the top 5% of all filed plans by assets, $209M for 720 participants (~$290,281/participant), down 15.1% in 2022.
- $209M
- total plan assets (2022 EOY)
- 720
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $290,281
- avg assets per participant
The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valparaiso University Retirement Plan vs the 2022 asset distribution
By assets, Valparaiso University Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $246M |
|---|---|
| Net Assets (End of Year) | $209M |
| Net Income | -$37M |
| Employer EIN | 350868125 |
| Plan Effective Date | 1940-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lutheran University Association , Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 720 | $209M |
| 2023 | 1 | 848 | $225M |
| 2024 | 1 | 783 | $236M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
Valparaiso University Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
Similar-Sized Other Plans Nationally
Other plans in other states closest to Valparaiso University Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Valparaiso University Retirement Plan assets move in 2022? ▼
How have The Lutheran University Association , Inc plan assets changed over time? ▼
Where does Valparaiso University Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Valparaiso University Retirement Plan
Scale reading
Ways to act on Valparaiso University Retirement Plan's numbers.
- By total assets, Valparaiso University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Indiana. Compare plans
- The Lutheran University Association , Inc's sponsor-wide assets have grown 13.0% since 2022 across 3 plan years on file. More Educational Services plans