401(k) · DOL Form 5500 · 2022

Grace Lutheran Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
380
Participants Below avg headcount
38th
Percentile by assets National rank
$6,929
Avg per participant Low balance/head
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Official DOL plan name: Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan · Sponsored by Grace Lutheran Foundation, Inc. · Wisconsin · Healthcare & Social Assistance

$3M in assets, 380 participants

Grace Lutheran Foundation, Inc.'s Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan reported $3M in total assets and 380 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,191 in Healthcare & Social Assistance (20,060 peers)

Grace Lutheran Foundation, Inc. multi-year trail

Grace Lutheran Foundation, Inc.'s plans moved +33.7% in assets from 2022 to 2023; this filing shows Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan at $3M / 380 participants.

#8,191
in Healthcare & Social Assistance (20,060 peers)
+18.1%
assets growth YoY

Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan vs every filed plan by assets

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

$2,633,177 38th percentile higher than 38% 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

Grace Lutheran Foundation, Inc. and Affiliates 401(k) 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. Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan sits mid-pack in the medium band (380 participants).

DOL schedule card

Filing strip 396040444 · Grace Lutheran Foundation, Inc. PY 2022 · 401(k)

Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan · $3M · 380 · 38th

  • BOOK $3M
  • VS-ST 380
  • BOY 38th
  • SCH 401(k)
  • EBSA near Boston Red Sox 401(k) Plan
  • PART ind #8191

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 →

Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan in the asset neighbourhood

Grace Lutheran Foundation, Inc. and Affiliates 401(k) PlanGrace Lutheran Foundation, I…$3MBoston Red Sox 401(k) Plan$3MAspire Financial 401(k) Plan$3MGalaxy Desserts 401(k) Plan$3MHabeeb & Associates Architects, Inc. 401(k) Profit Sharing PlanHabeeb & Associates Architec…$3M
End-of-year total assets ($M) among Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Grace Lutheran Foundation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Grace Lutheran Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.722001977079394% vs 2022
2023 filing year
$2.5M$3M$3.5M$4M 20222023 $2.63M $3.52M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 380 $3M
2023 1 323 $4M

Grace Lutheran Foundation, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$403K
Employer EIN396040444
Plan Effective Date2021-09-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan, Total assets ($B): 0.002633177 · Participants: 380Grace Lutheran Foundation, Inc. and Affiliates 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan side-by-side with 3 peers →

Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Boston Red Sox 401(k) Plan in MA ($3M); by covered participants it is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan assets move in 2022? ▼
Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan grew sharply - up 18.1% during 2022, from $2M to $3M. Reported net income was $403K.
How have Grace Lutheran Foundation, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Grace Lutheran Foundation, Inc.'s sponsor-wide assets grew 33.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boston Red Sox 401(k) Plan in MA ($3M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 participants, N/A 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 396040444.

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.