401(k) · DOL Form 5500 · 2023

Lutheran Social Services of Illinois 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,282
Participants Near avg headcount
75th
Percentile by assets National rank
$17,880
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Plan for Employees of Lutheran Social Services of Illinois · Sponsored by Lutheran Social Services of Illinois · Illinois · Healthcare & Social Assistance

$23M in assets, 1,282 participants

Lutheran Social Services of Illinois's 403(b) Plan for Employees of Lutheran Social Services of Illinois reported $23M in total assets and 1,282 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,973 in Healthcare & Social Assistance (17,684 peers)

Where 403(b) Plan for Employees of Lutheran Social Services of Illinois sits by assets

403(b) Plan for Employees of Lutheran Social Services of Illinois sits in the top quartile of all filed plans by assets, $23M for 1,282 participants (~$17,880/participant), up 28.5% in 2023.

#13,973
in Healthcare & Social Assistance (17,684 peers)
+28.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

403(b) Plan for Employees of Lutheran Social Services of Illinois's outsized position by total assets

403(b) Plan for Employees of Lutheran Social Services of Illinois vs every filed plan by assets

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

$22,922,710 Top 25% higher than 75% of 127,068 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 2023

403(b) Plan for Employees of Lutheran Social Services of Illinois's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Plan for Employees of Lutheran Social Services of Illinois lands in the large band (1,282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Plan for Employees of Lutheran Social Services of Illinois reported participants rose from 180 in the plan year 2022 filing to 1,282 in the plan year 2023 filing.
  • 403(b) Plan for Employees of Lutheran Social Services of Illinois reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • 403(b) Plan for Employees of Lutheran Social Services of Illinois end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362584799 · Lutheran Social Services of Illinois PY 2023 · 401(k)

403(b) Plan for Employees of Lutheran Social Services of Illinois · $23M · 1,282 · 75th

  • ASSETS $23M
  • PCT 1,282
  • EIN 75th
  • RANK 401(k)
  • PHOTO near Continental Office Interests Savings Plan
  • IND ind #13973

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 Illinois →

403(b) Plan for Employees of Lutheran Social Services of Illinois in the asset neighbourhood

California Association of Winegrape Growers Retirement Plan and TrustCalifornia Association of Wi…$23MPortland Cement Association Long-Term Savings and Thrift PlansPortland Cement Association …$23M403(b) Plan for Employees of Lutheran Social Services of Illinois403(b) Plan for Employees of…$23MContinental Office Interests Savings PlanContinental Office Interests…$23MFi-Tek Group 401(k) Plan$23M
End-of-year total assets ($M) among 403(b) Plan for Employees of Lutheran Social Services of Illinois and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN362584799
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Social Services of Illinois)

Sponsor-wide plan assets over time

All Lutheran Social Services of Illinois plans reported in each filing year

Latest sponsor-wide plan assets
$28M 59.2492228945542% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.8M $28.4M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 180 $18M
2023 1 1,282 $23M
2024 1 1,371 $28M

Nearby 401(k) Plans in Illinois

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

403(b) Plan for Employees of Lutheran Social Services of Illinois vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants 403(b) Plan for Employees of Lutheran Social Services of Illinois, Total assets ($B): 0.02292271 · Participants: 1282403(b) Plan for Employees of Lutheran Social Services of IllinoisAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
403(b) Plan for Employees of Lutheran Social Services of Illinois vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare 403(b) Plan for Employees of Lutheran Social Services of Illinois side-by-side with 3 peers →

403(b) Plan for Employees of Lutheran Social Services of Illinois's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Continental Office Interests Savings Plan in OH ($23M); by covered participants it is Jim Ellis Atlanta, Inc. 401(k) Plan in GA (1,282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,282 participants); asset peers above are excluded.

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 403(b) Plan for Employees of Lutheran Social Services of Illinois assets move in 2023? ▼
403(b) Plan for Employees of Lutheran Social Services of Illinois grew sharply - up 28.5% during 2023, from $18M to $23M. Reported net income was $5M.
How have Lutheran Social Services of Illinois plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Social Services of Illinois's sponsor-wide assets grew 59.2%, from $18M to $28M.
Where does 403(b) Plan for Employees of Lutheran Social Services of Illinois rank by assets among Form 5500 filers? ▼
403(b) Plan for Employees of Lutheran Social Services of Illinois ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 403(b) Plan for Employees of Lutheran Social Services of Illinois? ▼
Among 401(k) plans in other states, the closest by assets is Continental Office Interests Savings Plan in OH ($23M, 158 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Plan for Employees of Lutheran Social Services of Illinois? ▼
Among 401(k) plans in other states, the closest by covered participants is Jim Ellis Atlanta, Inc. 401(k) Plan in GA (1,282 participants, $53M 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 362584799.

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.