Other · DOL Form 5500 · 2023
Concordia Lutheran Ministries Retirement Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 3,210
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $36,950
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania · Sponsored by Concordia Lutheran Ministries · Pennsylvania · Healthcare & Social Assistance
$119M in assets, 3,210 participants
Concordia Lutheran Ministries's 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania reported $119M in total assets and 3,210 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,502 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania covers 3,210 participants in Pennsylvania, 3.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $119M.
- #16,502
- in Healthcare & Social Assistance (17,684 peers)
- +21.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania's outsized position by total assets
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$118,608,679 Top 8% higher than 92% 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
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania'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) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania lands in the large band (3,210 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania reported net income rose from -$15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania end-of-year assets rose from $98M in the plan year 2022 filing to $119M in the plan year 2023 filing.
- 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania reported participants rose from 2,890 in the plan year 2022 filing to 3,210 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 250969458 · Concordia Lutheran Ministries PY 2023 · Other
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania · $119M · 3,210 · 92nd
- SCH $119M
- SCH 3,210
- SCH 92nd
- SCH Other
- SCH near The Loomis Institute Pension Plan
- SCH ind #16502
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 Pennsylvania →
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | $21M |
| Employer EIN | 250969458 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concordia Lutheran Ministries)
Sponsor-wide plan assets over time
All Concordia Lutheran Ministries plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 36.79832381357186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,890 | $98M |
| 2023 | 1 | 3,210 | $119M |
| 2024 | 1 | 3,350 | $134M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Loomis Institute Pension Plan in CT ($119M); by covered participants it is Retirement Plan of Saratoga Hospital in NY (3,206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
- The Loomis Institute Pension Plan (CT) $119M · 305
- Regional Enterprises, Inc. 403(b) Plan (WI) $119M · 1,027
- Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan (CT) $118M · 141
- Willis-Knighton Health System 403(b) Plan (LA) $118M · 6,985
Similar participant headcount
Nearest other-state filings by covered participants (3,210 participants); asset peers above are excluded.
- Retirement Plan of Saratoga Hospital (NY) 3,206 · 4 off
- Goodwill of Colorado Retirement Savings 403(b) Plan (CO) 3,220 · 10 off
- Blanchard Valley Health System 403(b) Plan (OH) 3,178 · 32 off
- Union Health 403(b)Retirement Plan (IN) 3,178 · 32 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.