Other · DOL Form 5500 · 2023
Lutheranliving Services, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 470
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $29,659
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Home & Harwood Place 403(b) Plan · Sponsored by Lutheranliving Services, Inc. · Wisconsin · Healthcare & Social Assistance
$14M in assets, 470 participants
Lutheranliving Services, Inc.'s Lutheran Home & Harwood Place 403(b) Plan reported $14M in total assets and 470 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #12,522 in Healthcare & Social Assistance (17,684 peers)
Lutheranliving Services, Inc. multi-year trail
Lutheranliving Services, Inc.'s plans moved +19.5% in assets from 2022 to 2024; this filing shows Lutheran Home & Harwood Place 403(b) Plan at $14M / 470 participants.
- #12,522
- in Healthcare & Social Assistance (17,684 peers)
- +13.6%
- assets growth YoY
Lutheran Home & Harwood Place 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lutheran Home & Harwood Place 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,939,523 Top 34% higher than 66% 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
Lutheran Home & Harwood Place 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Home & Harwood Place 403(b) Plan sits mid-pack in the medium band (470 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lutheran Home & Harwood Place 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Lutheran Home & Harwood Place 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Lutheran Home & Harwood Place 403(b) Plan reported participants fell from 521 in the plan year 2022 filing to 470 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 390807205 · Lutheranliving Services, Inc. PY 2023 · Other
Lutheran Home & Harwood Place 403(b) Plan · $14M · 470 · 66th
- EOY $14M
- 5500 470
- ASSETS 66th
- PCT Other
- EIN near Los Angeles Opera Company Retirement Plan
- RANK ind #12522
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 Wisconsin →
Lutheran Home & Harwood Place 403(b) Plan in the asset neighbourhood
Lutheranliving Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lutheranliving Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 19.45443316753737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 521 | $12M |
| 2023 | 1 | 470 | $14M |
| 2024 | 1 | 485 | $15M |
Lutheranliving Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 390807205 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Lutheran Home & Harwood Place 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Los Angeles Opera Company Retirement Plan in CA ($14M); by covered participants it is Sequoia Living Inc. 403(b) Plan in CA (470 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (470 participants); asset peers above are excluded.
- Sequoia Living Inc. 403(b) Plan (CA) 470 · 0 off
- Urban Affairs Coalition 403(b) Retirement Plan (PA) 470 · 0 off
- Bellarmine University Defined Contribution Plan (KY) 471 · 1 off
- Summitstone Health Partners 403(b) Retirement Plan (CO) 471 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.