Other · DOL Form 5500 · 2023

Concordia Lutheran Ministries Retirement Plan

Data updated 2026-08-11

$119M
Total assets: 3,210
Participants: 92nd
Percentile by assets: $36,950
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$119M
total plan assets (2023 EOY): 3,210
covered participants: 92nd
percentile by assets (of 127,072 plans): $36,950
avg assets per participant

Where 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania sits 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 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.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Healthcare & Social Assistance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania reports 3,210 participants - 3.9x that state average ($119M EOY assets).

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)

Total plan assets by year, all Concordia Lutheran Ministries plans on file

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.

403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania vs. nearby Other plans in Pennsylvania, assets vs. participants

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

Compare 403(b) Thrift Plan for Concordia Luthera… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania by total assets, not by location.

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

Frequently Asked Questions

How did 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania assets move in 2023? ▼

403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania grew sharply - up 21.4% during 2023, from $98M to $119M. Reported net income was $21M.

How have Concordia Lutheran Ministries plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Concordia Lutheran Ministries's sponsor-wide assets grew 36.8%, from $98M to $134M.

Where does 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania rank by assets among Form 5500 filers? ▼

403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Other plans are similar in size to 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania? ▼

Among Other plans in other states, the closest by assets is The Loomis Institute Pension Plan in CT ($119M, 305 participants).

Next read for 403(b) Thrift Plan for Concordia Luthera…

Filing takeaways

Ways to act on 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania's numbers.

By total assets, 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
Concordia Lutheran Ministries's sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 250969458.