401(k) · DOL Form 5500 · 2023

Lutheran Immigration and Refugee Service 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
361
Participants Below avg headcount
66th
Percentile by assets National rank
$38,759
Avg per participant Low balance/head
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Official DOL plan name: Lutheran Immigration and Refugee Service 403(b) Plan · Sponsored by Lutheran Immigration and Refugee Service · Maryland · Other Services

$14M in assets, 361 participants

Lutheran Immigration and Refugee Service's Lutheran Immigration and Refugee Service 403(b) Plan reported $14M in total assets and 361 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,345 in Other Services (7,857 peers)

Coverage in Maryland

Lutheran Immigration and Refugee Service 403(b) Plan covers 361 participants in Maryland, about 39% of the average Maryland filer (state average ~929 per filing). Assets: $14M.

#6,345
in Other Services (7,857 peers)
+36.7%
assets growth YoY

Lutheran Immigration and Refugee Service 403(b) Plan's mid-pack asset rank among Other Services and all filers

Lutheran Immigration and Refugee Service 403(b) Plan vs every filed plan by assets

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

$13,992,060 Top 34% higher than 66% 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 Immigration and Refugee Service 403(b) 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 Immigration and Refugee Service 403(b) Plan sits mid-pack in the medium band (361 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lutheran Immigration and Refugee Service 403(b) Plan reported net income rose from -$995K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lutheran Immigration and Refugee Service 403(b) Plan reported participants rose from 206 in the plan year 2022 filing to 361 in the plan year 2023 filing.
  • Lutheran Immigration and Refugee Service 403(b) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132574854 · Lutheran Immigration and Refugee Service PY 2023 · 401(k)

Lutheran Immigration and Refugee Service 403(b) Plan · $14M · 361 · 66th

  • BOY $14M
  • SCH 361
  • EBSA 66th
  • PART 401(k)
  • TYPE near Westmoreland Mechanical Testing and Research Profit Sharing Plan
  • NET ind #6345

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 Other Services retirement plans → · Plans in Maryland →

Lutheran Immigration and Refugee Service 403(b) Plan in the asset neighbourhood

Lutheran Immigration and Refugee Service 403(b) PlanLutheran Immigration and Ref…$14MWestmoreland Mechanical Testing and Research Profit Sharing PlanWestmoreland Mechanical Test…$14MChandler Industries, Inc. 401(k) Savings PlanChandler Industries, Inc. 40…$14MBamboo Rose, LLC 401(k) Plan$14MSt. Anne's Credit Union 401(k) Retirement PlanSt. Anne's Credit Union 401(…$14M
End-of-year total assets ($M) among Lutheran Immigration and Refugee Service 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN132574854
Plan Effective Date2020-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Immigration and Refugee Service)

Sponsor-wide plan assets over time

All Lutheran Immigration and Refugee Service plans reported in each filing year

Latest sponsor-wide plan assets
$20M 96.45731254117614% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.2M $20.1M ▲ +96.5%
Year Plans Participants Total Assets
2022 1 206 $10M
2023 1 361 $14M
2024 1 546 $20M

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lutheran Immigration and Refugee Service 403(b) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lutheran Immigration and Refugee Service 403(b) Plan, Total assets ($B): 0.01399206 · Participants: 361Lutheran Immigration and Refugee Service 403(b) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Lutheran Immigration and Refugee Service 403(b) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Lutheran Immigration and Refugee Service 403(b) Plan side-by-side with 3 peers →

Lutheran Immigration and Refugee Service 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Westmoreland Mechanical Testing and Research Profit Sharing Plan in PA ($14M); by covered participants it is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Immigration and Refugee Service 403(b) Plan assets move in 2023? ▼
Lutheran Immigration and Refugee Service 403(b) Plan surged - up 36.7% during 2023, from $10M to $14M. Reported net income was $4M.
How have Lutheran Immigration and Refugee Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Immigration and Refugee Service's sponsor-wide assets grew 96.5%, from $10M to $20M.
Which 401(k) plans are similar in size to Lutheran Immigration and Refugee Service 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westmoreland Mechanical Testing and Research Profit Sharing Plan in PA ($14M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Lutheran Immigration and Refugee Service 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grunt Style, LLC 401(k) Profit Sharing Plan in TX (361 participants, $4M 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 132574854.

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.