Other · DOL Form 5500 · 2022
Lutheran Seniorlife/Passavant Retirement & Health Center Retirement Plan
Data updated 2026-08-11
- $42M
- Total assets
- 1,256
- Participants
- 86th
- Percentile by assets
- $33,547
- Avg per participant
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.
- 86th percentile by assets (of 139,126 plans)
- #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.
- $42M
- total plan assets (2022 EOY)
- 1,256
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $33,547
- avg assets per participant
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.
Where Lutheran Seniorlife Employees' Retirement Savings Plan sits 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 vs the 2022 asset distribution
By assets, Lutheran Seniorlife Employees' Retirement Savings Plan outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Lutheran Seniorlife Employees' Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lutheran Seniorlife Employees' Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Lutheran Seniorlife Employees' Retirement Savings Plan assets move in 2022? ▼
How have Lutheran Seniorlife/Passavant Retirement & Health Center plan assets changed over time? ▼
Where does Lutheran Seniorlife Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Lutheran Seniorlife Employees' Retirement Savings Plan? ▼
Next read for Lutheran Seniorlife Employees' Retiremen…
Scale reading
Ways to act on Lutheran Seniorlife Employees' Retirement Savings Plan's numbers.
- By total assets, Lutheran Seniorlife Employees' Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Lutheran Seniorlife/Passavant Retirement & Health Center's sponsor-wide assets have grown 26.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans