401(k) · DOL Form 5500 · 2022

Lund Family Center, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
180
Participants Small participant base
35th
Percentile by assets National rank
$11,714
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Lund Family Center, Inc. · Sponsored by Lund Family Center, Inc. · Vermont · Healthcare & Social Assistance

$2M in assets, 180 participants

Lund Family Center, Inc.'s 403(b) Thrift Plan of Lund Family Center, Inc. reported $2M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,219 in Healthcare & Social Assistance (20,060 peers)

Lund Family Center, Inc. multi-year trail

Lund Family Center, Inc.'s plans moved +27.4% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Lund Family Center, Inc. at $2M / 180 participants.

#7,219
in Healthcare & Social Assistance (20,060 peers)
+27.6%
assets growth YoY

403(b) Thrift Plan of Lund Family Center, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Lund Family Center, Inc. vs every filed plan by assets

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

$2,108,600 35th percentile higher than 35% 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

403(b) Thrift Plan of Lund Family Center, Inc. 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. 403(b) Thrift Plan of Lund Family Center, Inc. sits mid-pack in the medium band (180 participants).

DOL schedule card

Filing strip 030179434 · Lund Family Center, Inc. PY 2022 · 401(k)

403(b) Thrift Plan of Lund Family Center, Inc. · $2M · 180 · 35th

  • PART $2M
  • TYPE 180
  • NET 35th
  • BOOK 401(k)
  • VS-ST near Benj. E. Sherman & Sons 401(k) Plan and Trust
  • BOY ind #7219

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 Vermont →

403(b) Thrift Plan of Lund Family Center, Inc. in the asset neighbourhood

403(b) Thrift Plan of Lund Family Center, Inc.403(b) Thrift Plan of Lund F…$2MBenj. E. Sherman & Sons 401(k) Plan and TrustBenj. E. Sherman & Sons 401(…$2MBerkeley Hall Club Retirement Savings PlanBerkeley Hall Club Retiremen…$2MOdyssey 401(k) Plan and Trust$2MColumbus Memory Center 401(k) PlanColumbus Memory Center 401(k…$2M
End-of-year total assets ($M) among 403(b) Thrift Plan of Lund Family Center, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lund Family Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lund Family Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.388029972493598% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.11M $2.69M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 180 $2M
2023 1 119 $2M
2024 1 133 $3M

Lund Family Center, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$456K
Employer EIN030179434
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

403(b) Thrift Plan of Lund Family Center, Inc. vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants 403(b) Thrift Plan of Lund Family Center, Inc., Total assets ($B): 0.0021086 · Participants: 180403(b) Thrift Plan of Lund Family Center, Inc.The University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
403(b) Thrift Plan of Lund Family Center, Inc. vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare 403(b) Thrift Plan of Lund Family Center, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Lund Family Center, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Benj. E. Sherman & Sons 401(k) Plan and Trust in IL ($2M); by covered participants it is Severson Group 401(k) Plan in CA (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 403(b) Thrift Plan of Lund Family Center, Inc. assets move in 2022? ▼
403(b) Thrift Plan of Lund Family Center, Inc. grew sharply - up 27.6% during 2022, from $2M to $2M. Reported net income was $456K.
How have Lund Family Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lund Family Center, Inc.'s sponsor-wide assets grew 27.4%, from $2M to $3M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Lund Family Center, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Benj. E. Sherman & Sons 401(k) Plan and Trust in IL ($2M, 117 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Lund Family Center, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Severson Group 401(k) Plan in CA (180 participants, $16M 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 030179434.

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.