Other · DOL Form 5500 · 2023

The Lutheran University Association, Inc Retirement Plan

Data updated 2026-08-25

$225M
Total assets Near avg plan size
848
Participants Near avg headcount
95th
Percentile by assets National rank
$264,921
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valparaiso University Retirement Plan · Sponsored by The Lutheran University Association, Inc · Indiana · Educational Services

$225M in assets, 848 participants

The Lutheran University Association, Inc's Valparaiso University Retirement Plan reported $225M in total assets and 848 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,440 in Educational Services (3,735 peers)

Where Valparaiso University Retirement Plan sits by assets

Valparaiso University Retirement Plan sits in the top 5% of all filed plans by assets, $225M for 848 participants (~$264,921/participant), up 7.5% in 2023.

#3,440
in Educational Services (3,735 peers)
+7.5%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Valparaiso University Retirement Plan's outsized position by total assets

Valparaiso University Retirement Plan vs every filed plan by assets

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

$224,652,628 Top 5% higher than 95% 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

Valparaiso University 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. Valparaiso University Retirement Plan sits mid-pack in the medium band (848 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valparaiso University Retirement Plan reported net income rose from -$37M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Valparaiso University Retirement Plan reported participants rose from 720 in the plan year 2022 filing to 848 in the plan year 2023 filing.
  • Valparaiso University Retirement Plan end-of-year assets rose from $209M in the plan year 2022 filing to $225M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 350868125 · The Lutheran University Association, Inc PY 2023 · Other

Valparaiso University Retirement Plan · $225M · 848 · 95th

  • 5500 $225M
  • 5500 848
  • 5500 95th
  • 5500 Other
  • 5500 near Greenwich Hospital Tax Deferred Annuity Retirement Plan
  • 5500 ind #3440

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 Educational Services retirement plans → · Plans in Indiana →

Valparaiso University Retirement Plan in the asset neighbourhood

Stonehill College 403(b) Retirement Savings PlanStonehill College 403(b) Ret…$225MUniversity Health Physicians 403(b) Retirement PlanUniversity Health Physicians…$225MGreenwich Hospital Tax Deferred Annuity Retirement PlanGreenwich Hospital Tax Defer…$225MValparaiso University Retirement PlanValparaiso University Retire…$225MThe Children's Hospital Corporation Joint Appointees Retirement PlanThe Children's Hospital Corp…$224M
End-of-year total assets ($M) among Valparaiso University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$209M
Net Assets (End of Year)$225M
Net Income$16M
Employer EIN350868125
Plan Effective Date1940-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lutheran University Association, Inc)

Sponsor-wide plan assets over time

All The Lutheran University Association, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$236M 13.017302895329962% vs 2022
2024 filing year
$200M$210M$220M$230M$240M 202220232024 $209M $236M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 720 $209M
2023 1 848 $225M
2024 1 783 $236M

Nearby Other Plans in Indiana

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

Valparaiso University Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 02004006008001000 Total assets ($M) Participants Valparaiso University Retirement Plan, Total assets ($M): 224.652628 · Participants: 848Valparaiso University Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
Valparaiso University Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Valparaiso University Retirement Plan side-by-side with 3 peers →

Valparaiso University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Greenwich Hospital Tax Deferred Annuity Retirement Plan in CT ($225M); by covered participants it is Tax Deferred Annuity Plan of Visiting Nurse in NJ (848 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (848 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 Valparaiso University Retirement Plan assets move in 2023? ▼
Valparaiso University Retirement Plan grew at a solid clip - up 7.5% during 2023, from $209M to $225M. Reported net income was $16M.
How have The Lutheran University Association, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lutheran University Association, Inc's sponsor-wide assets grew 13.0%, from $209M to $236M.
Where does Valparaiso University Retirement Plan rank by assets among Form 5500 filers? ▼
Valparaiso University Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Valparaiso University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Greenwich Hospital Tax Deferred Annuity Retirement Plan in CT ($225M, 2,314 participants).
Which Other plans cover a similar participant headcount to Valparaiso University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Plan of Visiting Nurse in NJ (848 participants, $64M 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 350868125.

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.