Other · DOL Form 5500 · 2023
Lutheran Seniorlife/Passavant Retirement & Health Center Retirement Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 1,177
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $41,678
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Seniorlife Employees' Retirement Savings Plan · Sponsored by Lutheran Seniorlife/Passavant Retirement & Health Center · Pennsylvania · Healthcare & Social Assistance
$49M in assets, 1,177 participants
Lutheran Seniorlife/Passavant Retirement & Health Center's Lutheran Seniorlife Employees' Retirement Savings Plan reported $49M in total assets and 1,177 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #15,487 in Healthcare & Social Assistance (17,684 peers)
Where Lutheran Seniorlife Employees' Retirement Savings Plan sits by assets
Lutheran Seniorlife Employees' Retirement Savings Plan sits in the top quartile of all filed plans by assets, $49M for 1,177 participants (~$41,678/participant), up 16.4% in 2023.
- #15,487
- in Healthcare & Social Assistance (17,684 peers)
- +16.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Lutheran Seniorlife Employees' Retirement Savings Plan's outsized position by total assets
Lutheran Seniorlife Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,055,542 Top 15% higher than 85% 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 Seniorlife Employees' Retirement Savings 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 Seniorlife Employees' Retirement Savings Plan lands in the large band (1,177 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lutheran Seniorlife Employees' Retirement Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Lutheran Seniorlife Employees' Retirement Savings Plan end-of-year assets rose from $42M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- Lutheran Seniorlife Employees' Retirement Savings Plan reported participants fell from 1,256 in the plan year 2022 filing to 1,177 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 251527666 · Lutheran Seniorlife/Passavant Retirement & Health Center PY 2023 · Other
Lutheran Seniorlife Employees' Retirement Savings Plan · $49M · 1,177 · 85th
- TYPE $49M
- NET 1,177
- BOOK 85th
- VS-ST Other
- BOY near Greater Lawrence Family Health Center 403(b) Plan
- SCH ind #15487
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 Pennsylvania →
Lutheran Seniorlife Employees' Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $7M |
| Employer EIN | 251527666 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lutheran Seniorlife/Passavant Retirement & Health Center)
Sponsor-wide plan assets over time
All Lutheran Seniorlife/Passavant Retirement & Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 26.410888681690547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,256 | $42M |
| 2023 | 1 | 1,177 | $49M |
| 2024 | 1 | 1,189 | $53M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Lutheran Seniorlife Employees' Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Greater Lawrence Family Health Center 403(b) Plan in MA ($49M); by covered participants it is New York Institute of Technology Defined Contribution Retirement Plan in NY (1,175 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,177 participants); asset peers above are excluded.
- New York Institute of Technology Defined Contribution Retirement Plan (NY) 1,175 · 2 off
- University Hospital 403(b) Plan (KY) 1,180 · 3 off
- St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan (NY) 1,172 · 5 off
- Bentley University Retirement Plan (MA) 1,171 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.