Other · DOL Form 5500 · 2023
Lutheran Services Florida Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 2,612
- Participants Above avg headcount
- 72nd
- Percentile by assets National rank
- $7,490
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Services Florida Retirement Plan · Sponsored by Lutheran Services Florida Inc. · Florida · Healthcare & Social Assistance
$20M in assets, 2,612 participants
Lutheran Services Florida Inc.'s Lutheran Services Florida Retirement Plan reported $20M in total assets and 2,612 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #13,561 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Lutheran Services Florida Retirement Plan covers 2,612 participants in Florida, 4.2x the typical Florida plan (state average ~628 per filing). Assets: $20M.
- #13,561
- in Healthcare & Social Assistance (17,684 peers)
- +34.3%
- assets growth YoY
Lutheran Services Florida Retirement Plan's outsized position by total assets
Lutheran Services Florida Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,562,989 Top 28% higher than 72% 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 Services Florida Retirement Plan'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. Lutheran Services Florida Retirement Plan lands in the large band (2,612 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lutheran Services Florida Retirement Plan reported net income rose from -$767K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Lutheran Services Florida Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Lutheran Services Florida Retirement Plan reported participants rose from 2,428 in the plan year 2022 filing to 2,612 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 592198911 · Lutheran Services Florida Inc. PY 2023 · Other
Lutheran Services Florida Retirement Plan · $20M · 2,612 · 72nd
- EOY $20M
- 5500 2,612
- ASSETS 72nd
- PCT Other
- EIN near 403(b) Thrift Plan of the Catholic Charities
- RANK ind #13561
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 Florida →
Lutheran Services Florida Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $5M |
| Employer EIN | 592198911 |
| Plan Effective Date | 2016-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lutheran Services Florida Inc.)
Sponsor-wide plan assets over time
All Lutheran Services Florida Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 62.5083450861537% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,428 | $15M |
| 2023 | 1 | 2,612 | $20M |
| 2024 | 1 | 2,842 | $24M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Lutheran Services Florida Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is 403(b) Thrift Plan of the Catholic Charities in CO ($20M); by covered participants it is Jax 403(b) Retirement Plan in ME (2,592 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- 403(b) Thrift Plan of the Catholic Charities (CO) $20M · 576
- Miami Valley School DC Retirement Plan (OH) $20M · 180
- International Longshoremen's Association, AFL-CIO (NJ) $20M · 54
- Smoc 403(b) Savings Plan (MA) $20M · 486
Similar participant headcount
Nearest other-state filings by covered participants (2,612 participants); asset peers above are excluded.
- Jax 403(b) Retirement Plan (ME) 2,592 · 20 off
- Aim Services, Inc. 403(b) Plan (NY) 2,632 · 20 off
- Care Initiatives 403 (B) Group Retirement Plan (IA) 2,633 · 21 off
- Norc, Inc. Supplemental Retirement Plan (IL) 2,589 · 23 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.