Other · DOL Form 5500 · 2023

Lwala Community Alliance Retirement Plan

Data updated 2026-08-25

$256K
Total assets Small plan by assets: 8
Participants Small participant base: 12th
Percentile by assets National rank: $31,988
Avg per participant Low balance/head

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Official DOL plan name: Lwala Community Alliance · Sponsored by Lwala Community Alliance · Tennessee · Healthcare & Social Assistance

$256K in assets, 8 participants

Lwala Community Alliance's Lwala Community Alliance reported $256K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

#1,546 in Healthcare & Social Assistance (17,684 peers)

Lwala Community Alliance multi-year trail

Lwala Community Alliance's plans moved +27.9% in assets from 2023 to 2024; this filing shows Lwala Community Alliance at $256K / 8 participants.

#1,546
in Healthcare & Social Assistance (17,684 peers): +45.7%
assets growth YoY

Lwala Community Alliance among the smaller filed plans by assets

Lwala Community Alliance vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$255,906 12th percentile higher than 12% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lwala Community Alliance among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lwala Community Alliance is a micro filing (8 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 261303951 · Lwala Community Alliance PY 2023 · Other

Lwala Community Alliance · $256K · 8 · 12th

EIN $256K
EIN 8
EIN 12th
EIN Other
EIN near Americano XII Realty Corp 401(k) Plan
EIN ind #1546

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 Tennessee →

End-of-year total assets ($M) among Lwala Community Alliance and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lwala Community Alliance multi-year asset trail

Latest sponsor-wide plan assets: $327K 27.904777535501317% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	8	$256K
2024	1	7	$327K

Lwala Community Alliance filing trail (2023)

Total Assets (Beginning of Year)	$176K
Net Assets (End of Year)	$256K
Net Income	$74K
Employer EIN	261303951
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Lwala Community Alliance vs. nearby Other plans in Tennessee, assets vs. participants

Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
Vanderbilt University Retirement Plan $2.3B · 6,887
St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
Ballad Health 403(b) Plan $616M · 11,769
Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882

Compare Lwala Community Alliance side-by-side with 3 peers →

Lwala Community Alliance's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Americano XII Realty Corp 401(k) Plan in FL ($256K); by covered participants it is Mendocino, Inc Sep IRA in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($256K here).

Americano XII Realty Corp 401(k) Plan (FL) $256K · 2
Dominic J. Medinger, Dds, Inc. 401(k) Plan (OH) $257K · 5
Colorado Medical Center PC Profit Plan (CO) $260K · 5
Farmworkers Institute for Education and Leadership Development 403(b) Plan (CA) $261K · 219

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

Mendocino, Inc Sep IRA (CA) 8 · 0 off
Lobo Energy Incorporated 403(b) DC Plan (NM) 8 · 0 off
Lj25-1305780 P 001 Sc19 (PA) 8 · 0 off
The American Society for Psychical Research Inc (NY) 8 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lwala Community Alliance assets move in 2023? ▼

Lwala Community Alliance surged - up 45.7% during 2023, from $176K to $256K. Reported net income was $74K.

How have Lwala Community Alliance plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Lwala Community Alliance's sponsor-wide assets grew 27.9%, from $256K to $327K.

Where does Lwala Community Alliance rank by assets among Form 5500 filers? ▼

Lwala Community Alliance ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Other plans are similar in size to Lwala Community Alliance? ▼

Among Other plans in other states, the closest by assets is Americano XII Realty Corp 401(k) Plan in FL ($256K, 2 participants).

Which Other plans cover a similar participant headcount to Lwala Community Alliance? ▼

Among Other plans in other states, the closest by covered participants is Mendocino, Inc Sep IRA in CA (8 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261303951.