401(k) · DOL Form 5500 · 2022
Lutheran Services in Iowa, Inc 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 71st
- Percentile by assets National rank
Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. · Sponsored by Lutheran Services in Iowa, Inc · Iowa · Healthcare & Social Assistance
$14M in assets, N/A participants
Lutheran Services in Iowa, Inc's 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. reported $14M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,269 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. declined sharply 17.2% in 2022 ($17M → $14M) for N/A participants.
- #15,269
- in Healthcare & Social Assistance (20,060 peers)
- -17.2%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc.'s outsized position by total assets
401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,117,660 Top 29% higher than 71% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 420698267 · Lutheran Services in Iowa, Inc PY 2022 · 401(k)
401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. · $14M · N/A · 71st
- BOOK $14M
- VS-ST N/A
- BOY 71st
- SCH 401(k)
- EBSA near Cedar Gate Technologies 401(k) Plan
- PART ind #15269
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 Iowa →
401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. in the asset neighbourhood
Lutheran Services in Iowa, Inc years around the 2022 move
Sponsor-wide plan assets over time
All Lutheran Services in Iowa, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 4.916664659724062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $14M |
| 2023 | 1 | 491 | $15M |
| 2024 | 1 | 424 | $15M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 420698267 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc.'s closest out-of-state 401(k) peers by assets
Outside Iowa, the nearest 401(k) by end-of-year assets is Cedar Gate Technologies 401(k) Plan in TX at $14M (this filing: $14M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Cedar Gate Technologies 401(k) Plan (TX) $14M · 322
- Balboa Travel, Inc. Profit Sharing and 401(k) Plan (CA) $14M · 75
- Growth Orthopaedics 401(k) Profit Sharing Plan (FL) $14M · 241
- Access Vg LLC 401(k) Plan (UT) $14M · 103
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.