Other · DOL Form 5500 · 2023
Lutheran Homes of Michigan, Inc Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 498
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $31,851
- Avg per participant Low balance/head
Official DOL plan name: Wellspring Senior Support Services 403(b) Retirement Plan · Sponsored by Lutheran Homes of Michigan, Inc · Michigan · Healthcare & Social Assistance
$16M in assets, 498 participants
Lutheran Homes of Michigan, Inc's Wellspring Senior Support Services 403(b) Retirement Plan reported $16M in total assets and 498 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,958 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Wellspring Senior Support Services 403(b) Retirement Plan grew at a solid clip 9.9% in 2023 ($14M → $16M) for 498 participants.
- #12,958
- in Healthcare & Social Assistance (17,684 peers)
- +9.9%
- assets growth YoY
Wellspring Senior Support Services 403(b) Retirement Plan's outsized position by total assets
Wellspring Senior Support Services 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,861,938 Top 32% higher than 68% 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
Wellspring Senior Support Services 403(b) Retirement 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. Wellspring Senior Support Services 403(b) Retirement Plan sits mid-pack in the medium band (498 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wellspring Senior Support Services 403(b) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Wellspring Senior Support Services 403(b) Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Wellspring Senior Support Services 403(b) Retirement Plan reported participants fell from 528 in the plan year 2022 filing to 498 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 381358410 · Lutheran Homes of Michigan, Inc PY 2023 · Other
Wellspring Senior Support Services 403(b) Retirement Plan · $16M · 498 · 68th
- PART $16M
- TYPE 498
- NET 68th
- BOOK Other
- VS-ST near Morehouse College Tax Deferred Annuity Plan
- BOY ind #12958
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 Michigan →
Wellspring Senior Support Services 403(b) Retirement Plan in the asset neighbourhood
Lutheran Homes of Michigan, Inc years around the 2023 move
Sponsor-wide plan assets over time
All Lutheran Homes of Michigan, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 7.755554938303631% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 528 | $14M |
| 2023 | 1 | 498 | $16M |
| 2024 | 1 | 513 | $16M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $1M |
| Employer EIN | 381358410 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.8B · 16,630
- Fca US LLC UAW Savings Plan $4.7B · 49,473
- Beaumont Health 403(b) Retirement Savings Plan $2.6B · 33,717
- Henry Ford Health System Heritage 403(b) Plan $1.3B · 15,298
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.0B · 8,357
Wellspring Senior Support Services 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Morehouse College Tax Deferred Annuity Plan in GA ($16M); by covered participants it is The Eliza Jennings Senior Care Network Retirement Savings Plan in OH (498 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Morehouse College Tax Deferred Annuity Plan (GA) $16M · 268
- Christian Academy School System 403(b) Plan (KY) $16M · 775
- Tax Deferred Savings Plan (NY) $16M · 246
- Nami 403(b) Plan (VA) $16M · 137
Similar participant headcount
Nearest other-state filings by covered participants (498 participants); asset peers above are excluded.
- The Eliza Jennings Senior Care Network Retirement Savings Plan (OH) 498 · 0 off
- Cerenity Senior Care 403(b) Plan (MN) 498 · 0 off
- Camarena Health 403(b) Retirement Plan (CA) 497 · 1 off
- Bethany St. Joseph Corporation Retirement Plan (WI) 499 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.