Other · DOL Form 5500 · 2022
Lutheran Seniorlife/Passavant Retirement & Health Center Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 1,256
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $33,547
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Seniorlife Employees' Retirement Savings Plan · Sponsored by Lutheran Seniorlife/Passavant Retirement & Health Center · Pennsylvania · Healthcare & Social Assistance
$42M in assets, 1,256 participants
Lutheran Seniorlife/Passavant Retirement & Health Center's Lutheran Seniorlife Employees' Retirement Savings Plan reported $42M in total assets and 1,256 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #17,782 in Healthcare & Social Assistance (20,060 peers)
Where Lutheran Seniorlife Employees' Retirement Savings Plan sits by assets
Lutheran Seniorlife Employees' Retirement Savings Plan sits in the top quartile of all filed plans by assets, $42M for 1,256 participants (~$33,547/participant), down 14.0% in 2022.
- #17,782
- in Healthcare & Social Assistance (20,060 peers)
- -14.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lutheran Seniorlife Employees' Retirement Savings Plan's outsized position by total assets
Lutheran Seniorlife Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$42,134,614 Top 14% higher than 86% 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
Lutheran Seniorlife Employees' Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Seniorlife Employees' Retirement Savings Plan lands in the large band (1,256 participants).
Published 5500 schedule card
Filing strip 251527666 · Lutheran Seniorlife/Passavant Retirement & Health Center PY 2022 · Other
Lutheran Seniorlife Employees' Retirement Savings Plan · $42M · 1,256 · 86th
- SCH $42M
- EBSA 1,256
- PART 86th
- TYPE Other
- NET near Fielding Graduate University 403(b) Plan
- BOOK ind #17782
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 Pennsylvania →
Lutheran Seniorlife Employees' Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$7M |
| Employer EIN | 251527666 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lutheran Seniorlife/Passavant Retirement & Health Center)
Sponsor-wide plan assets over time
All Lutheran Seniorlife/Passavant Retirement & Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 26.410888681690547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,256 | $42M |
| 2023 | 1 | 1,177 | $49M |
| 2024 | 1 | 1,189 | $53M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Lutheran Seniorlife Employees' Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Fielding Graduate University 403(b) Plan in CA ($42M); by covered participants it is Community Systems, Inc. Contributory 403 (B) Plan in MA (1,255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,256 participants); asset peers above are excluded.
- Community Systems, Inc. Contributory 403 (B) Plan (MA) 1,255 · 1 off
- Olean General Hospital Savings Incentive Plan (NY) 1,257 · 1 off
- Wellesley College 403(b) Retirement Plan (MA) 1,254 · 2 off
- Oaks Integrated Care, Inc. 403(b) Savings Plan (NJ) 1,254 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.