Other · DOL Form 5500 · 2022
Lutheran Social Services of Southern California Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $21,088
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Social Services of Southern California 403(b) Plan · Sponsored by Lutheran Social Services of Southern California · California · Healthcare & Social Assistance
$2M in assets, 115 participants
Lutheran Social Services of Southern California's Lutheran Social Services of Southern California 403(b) Plan reported $2M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #7,838 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Lutheran Social Services of Southern California 403(b) Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $2M.
- #7,838
- in Healthcare & Social Assistance (20,060 peers)
- +28.1%
- assets growth YoY
Lutheran Social Services of Southern California 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lutheran Social Services of Southern California 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,425,144 37th percentile higher than 37% 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 Social Services of Southern California 403(b) 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 Social Services of Southern California 403(b) Plan sits mid-pack in the medium band (115 participants).
Published 5500 schedule card
Filing strip 952225798 · Lutheran Social Services of Southern California PY 2022 · Other
Lutheran Social Services of Southern California 403(b) Plan · $2M · 115 · 37th
- VS-ST $2M
- BOY 115
- SCH 37th
- EBSA Other
- PART near Seabury Resources for Aging 403(b) Plan
- TYPE ind #7838
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 California →
Lutheran Social Services of Southern California 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $531K |
| Employer EIN | 952225798 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lutheran Social Services of Southern California)
Sponsor-wide plan assets over time
All Lutheran Social Services of Southern California plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 35.29514123697397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $2M |
| 2023 | 1 | 224 | $3M |
| 2024 | 1 | 233 | $3M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Lutheran Social Services of Southern California 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Seabury Resources for Aging 403(b) Plan in DC ($2M); by covered participants it is Old Salem, Inc. Retirement Plan in NC (115 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 (115 participants); asset peers above are excluded.
- Old Salem, Inc. Retirement Plan (NC) 115 · 0 off
- Sreb Retirement Plan (GA) 115 · 0 off
- Pathways to Housing DC 403(b) Group Retirement Plan (DC) 115 · 0 off
- Overbrook Friedlander Programs 403(b) Retirement Plan (PA) 115 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.