401(k) · DOL Form 5500 · 2022

Lutheran Family Services of Virginia, Inc. Dba Encircle 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
351
Participants Below avg headcount
64th
Percentile by assets National rank
$27,417
Avg per participant Low balance/head
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Official DOL plan name: Lutheran Family Services of Virginia, Inc. 401(k) Plan · Sponsored by Lutheran Family Services of Virginia, Inc. Dba Encircle · Virginia · Healthcare & Social Assistance

$10M in assets, 351 participants

Lutheran Family Services of Virginia, Inc. Dba Encircle's Lutheran Family Services of Virginia, Inc. 401(k) Plan reported $10M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,957 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Lutheran Family Services of Virginia, Inc. 401(k) Plan covers 351 participants in Virginia, about 45% of the average Virginia filer (state average ~782 per filing). Assets: $10M.

#13,957
in Healthcare & Social Assistance (20,060 peers)
+26.4%
assets growth YoY

Lutheran Family Services of Virginia, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lutheran Family Services of Virginia, Inc. 401(k) Plan vs every filed plan by assets

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

$9,623,499 Top 36% higher than 64% 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

Lutheran Family Services of Virginia, Inc. 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. Lutheran Family Services of Virginia, Inc. 401(k) Plan sits mid-pack in the medium band (351 participants).

Plan-year Form 5500 strip

Filing strip 541222012 · Lutheran Family Services of Virginia, Inc. Dba Encircle PY 2022 · 401(k)

Lutheran Family Services of Virginia, Inc. 401(k) Plan · $10M · 351 · 64th

  • IND $10M
  • IND 351
  • IND 64th
  • IND 401(k)
  • IND near Skeffington Enterprises, Inc. 401(k) Plan
  • IND ind #13957

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 Virginia →

Lutheran Family Services of Virginia, Inc. 401(k) Plan in the asset neighbourhood

Lutheran Family Services of Virginia, Inc. 401(k) PlanLutheran Family Services of …$10MSkeffington Enterprises, Inc. 401(k) PlanSkeffington Enterprises, Inc…$10MThe German Marshall Fund of the United States 401(k) Retirement PlanThe German Marshall Fund of …$10MUwba 401(k) Plan$10MWalters Management Company, Inc. 401(k) PlanWalters Management Company, …$10M
End-of-year total assets ($M) among Lutheran Family Services of Virginia, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN541222012
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Family Services of Virginia, Inc. Dba Encircle)

Sponsor-wide plan assets over time

All Lutheran Family Services of Virginia, Inc. Dba Encircle plans reported in each filing year

Latest sponsor-wide plan assets
$15M 51.784782229415725% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.62M $14.6M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 351 $10M
2023 1 381 $12M
2024 1 398 $15M

Nearby 401(k) Plans in Virginia

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

Lutheran Family Services of Virginia, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Lutheran Family Services of Virginia, Inc. 401(k) Plan, Total assets ($B): 0.009623499 · Participants: 351Lutheran Family Services of Virginia, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Lutheran Family Services of Virginia, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Lutheran Family Services of Virginia, Inc. 401(k) Plan side-by-side with 3 peers →

Lutheran Family Services of Virginia, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Skeffington Enterprises, Inc. 401(k) Plan in CA ($10M); by covered participants it is Natrol 401(k) Profit Sharing Plan in CA (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Lutheran Family Services of Virginia, Inc. 401(k) Plan assets move in 2022? ▼
Lutheran Family Services of Virginia, Inc. 401(k) Plan grew sharply - up 26.4% during 2022, from $8M to $10M. Reported net income was $2M.
How have Lutheran Family Services of Virginia, Inc. Dba Encircle plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Family Services of Virginia, Inc. Dba Encircle's sponsor-wide assets grew 51.8%, from $10M to $15M.
Which 401(k) plans are similar in size to Lutheran Family Services of Virginia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skeffington Enterprises, Inc. 401(k) Plan in CA ($10M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Lutheran Family Services of Virginia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Natrol 401(k) Profit Sharing Plan in CA (351 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 541222012.

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.