Other · DOL Form 5500 · 2023

Lutheran Social Services of Wisconsin and Upper Michigan Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
767
Participants Near avg headcount
76th
Percentile by assets National rank
$32,727
Avg per participant Low balance/head
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Official DOL plan name: Lutheran Social Services Tax Deferred Annuity Plan · Sponsored by Lutheran Social Services of Wisconsin and Upper Michigan · Wisconsin · Healthcare & Social Assistance

$25M in assets, 767 participants

Lutheran Social Services of Wisconsin and Upper Michigan's Lutheran Social Services Tax Deferred Annuity Plan reported $25M in total assets and 767 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,180 in Healthcare & Social Assistance (17,684 peers)

Where Lutheran Social Services Tax Deferred Annuity Plan sits by assets

Lutheran Social Services Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $25M for 767 participants (~$32,727/participant), up 17.8% in 2023.

#14,180
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lutheran Social Services Tax Deferred Annuity Plan's outsized position by total assets

Lutheran Social Services Tax Deferred Annuity Plan vs every filed plan by assets

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

$25,101,369 Top 24% higher than 76% 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

Lutheran Social Services Tax Deferred Annuity 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 Social Services Tax Deferred Annuity Plan sits mid-pack in the medium band (767 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lutheran Social Services Tax Deferred Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lutheran Social Services Tax Deferred Annuity Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Lutheran Social Services Tax Deferred Annuity Plan reported participants rose from 756 in the plan year 2022 filing to 767 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390816846 · Lutheran Social Services of Wisconsin and Upper Michigan PY 2023 · Other

Lutheran Social Services Tax Deferred Annuity Plan · $25M · 767 · 76th

  • NET $25M
  • NET 767
  • NET 76th
  • NET Other
  • NET near Corus International Inc. 403b Plan
  • NET ind #14180

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 Social Services Tax Deferred Annuity Plan in the asset neighbourhood

Goodwill of Central and Southern Indiana Inc. Employee Retirement Savings PlanGoodwill of Central and Sout…$25MInstitute for the Future DC PlanInstitute for the Future DC …$25MLutheran Social Services Tax Deferred Annuity PlanLutheran Social Services Tax…$25MCorus International Inc. 403b PlanCorus International Inc. 403…$25MThe Common Application Inc. 403b PlanThe Common Application Inc. …$25M
End-of-year total assets ($M) among Lutheran Social Services Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN390816846
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Social Services of Wisconsin and Upper Michigan)

Sponsor-wide plan assets over time

All Lutheran Social Services of Wisconsin and Upper Michigan plans reported in each filing year

Latest sponsor-wide plan assets
$28M 33.46825154734073% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.3M $28.4M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 756 $21M
2023 1 767 $25M
2024 1 827 $28M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Lutheran Social Services Tax Deferred Annuity Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -10123 Total assets ($B) Participants Lutheran Social Services Tax Deferred Annuity Plan, Total assets ($B): 0.025101369 · Participants: 767Lutheran Social Services Tax Deferred Annuity PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Lutheran Social Services Tax Deferred Annuity Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Lutheran Social Services Tax Deferred Annuity Plan side-by-side with 3 peers →

Lutheran Social Services Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Corus International Inc. 403b Plan in DC ($25M); by covered participants it is St. Mary's University Defined Contribution Retirement Plan in TX (767 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (767 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 Lutheran Social Services Tax Deferred Annuity Plan assets move in 2023? ▼
Lutheran Social Services Tax Deferred Annuity Plan grew sharply - up 17.8% during 2023, from $21M to $25M. Reported net income was $4M.
How have Lutheran Social Services of Wisconsin and Upper Michigan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Social Services of Wisconsin and Upper Michigan's sponsor-wide assets grew 33.5%, from $21M to $28M.
Where does Lutheran Social Services Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Lutheran Social Services Tax Deferred Annuity Plan ranks in the 76th 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 Other plans are similar in size to Lutheran Social Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Corus International Inc. 403b Plan in DC ($25M, 188 participants).
Which Other plans cover a similar participant headcount to Lutheran Social Services Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Mary's University Defined Contribution Retirement Plan in TX (767 participants, $181M 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 390816846.

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.