Other · DOL Form 5500 · 2022

The Lutheran University Association , Inc Retirement Plan

Data updated 2026-08-25

$209M
Total assets Near avg plan size
720
Participants Below avg headcount
96th
Percentile by assets National rank
$290,281
Avg per participant High balance/head
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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.

  • #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.

#3,745
in Educational Services (4,024 peers)
-15.1%
assets change YoY
2.1×
vs typical plan assets (national mean)

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's outsized position by total assets

Valparaiso University Retirement Plan vs every filed plan by assets

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

$209,002,189 Top 4% higher than 96% 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

Valparaiso University Retirement 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. Valparaiso University Retirement Plan sits mid-pack in the medium band (720 participants).

EBSA filing schedule strip

Filing strip 350868125 · The Lutheran University Association , Inc PY 2022 · Other

Valparaiso University Retirement Plan · $209M · 720 · 96th

  • EOY $209M
  • 5500 720
  • ASSETS 96th
  • PCT Other
  • EIN near La Salle University Defined Contribution and Tax- Deferred Annuity Plan
  • RANK ind #3745

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 Educational Services retirement plans → · Plans in Indiana →

Valparaiso University Retirement Plan in the asset neighbourhood

Valparaiso University Retirement PlanValparaiso University Retire…$209MLa Salle University Defined Contribution and Tax- Deferred Annuity PlanLa Salle University Defined …$209MHobart and William Smith Colleges Retirement PlanHobart and William Smith Col…$209MPratt Institute Defined Contribution Retirement PlanPratt Institute Defined Cont…$209MIBEW Local No. 86 Annuity FundIBEW Local No. 86 Annuity Fu…$208M
End-of-year total assets ($M) among Valparaiso University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$246M
Net Assets (End of Year)$209M
Net Income-$37M
Employer EIN350868125
Plan Effective Date1940-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lutheran University Association , Inc)

Sponsor-wide plan assets over time

All The Lutheran University Association , Inc plans reported in each filing year

Latest sponsor-wide plan assets
$236M 13.017302895329962% vs 2022
2024 filing year
$200M$210M$220M$230M$240M 202220232024 $209M $236M ▲ +13.0%
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 Scatter plot of 6 data points. 050001000015000 100200300400500600700 Total assets ($M) Participants Valparaiso University Retirement Plan, Total assets ($M): 209.002189 · Participants: 720Valparaiso University Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Valparaiso University Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Valparaiso University Retirement Plan side-by-side with 3 peers →

Valparaiso University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is La Salle University Defined Contribution and Tax- Deferred Annuity Plan in PA ($209M); by covered participants it is Ticua 403(b) Defined Contribution Plan in TN (720 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (720 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 Valparaiso University Retirement Plan assets move in 2022? ▼
Valparaiso University Retirement Plan declined sharply - down 15.1% during 2022, from $246M to $209M. Reported net income was -$37M.
How have The Lutheran University Association , Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lutheran University Association , Inc's sponsor-wide assets grew 13.0%, from $209M to $236M.
Where does Valparaiso University Retirement Plan rank by assets among Form 5500 filers? ▼
Valparaiso University Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Valparaiso University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is La Salle University Defined Contribution and Tax- Deferred Annuity Plan in PA ($209M, 1,193 participants).
Which Other plans cover a similar participant headcount to Valparaiso University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ticua 403(b) Defined Contribution Plan in TN (720 participants, $84M 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 350868125.

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.