401(k) · DOL Form 5500 · 2023
Gundersen Lutheran Administrative Services, Inc. 401(k) Plan
Data updated 2026-08-06
- $2.5B
- Total assets
- 7,313
- Participants
- 99th
- Percentile by assets
- $344,238
- Avg per participant
Official DOL plan name: Gundersen Lutheran Employees' Retirement Plan · Sponsored by Gundersen Lutheran Administrative Services, Inc. · Wisconsin · Healthcare & Social Assistance
$2.5B in assets, 7,313 participants
Gundersen Lutheran Administrative Services, Inc.'s Gundersen Lutheran Employees' Retirement Plan reported $2.5B in total assets and 7,313 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 126,618 plans)
- #17,554 in Healthcare & Social Assistance (17,626 peers)
Coverage in Wisconsin
Gundersen Lutheran Employees' Retirement Plan covers 7,313 participants in Wisconsin, 13x the typical Wisconsin plan (state average ~565 per filing). Assets: $2.5B.
- $2.5B
- total plan assets (2023 EOY)
- 7,313
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $344,238
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gundersen Lutheran Employees' Retirement Plan reported net income rose from -$480M in the plan year 2022 filing to $351M in the plan year 2023 filing.
- Gundersen Lutheran Employees' Retirement Plan end-of-year assets rose from $2.2B in the plan year 2022 filing to $2.5B in the plan year 2023 filing.
- Gundersen Lutheran Employees' Retirement Plan reported participants rose from 7,026 in the plan year 2022 filing to 7,313 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Gundersen Lutheran Employees' Retirement Plan reports 7,313 participants - 13x that state average ($2.5B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | $351M |
| Employer EIN | 391606449 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gundersen Lutheran Administrative Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,026 | $2.2B |
| 2023 | 1 | 7,313 | $2.5B |
| 2024 | 1 | 9,492 | $2.9B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Gundersen Lutheran Employees' Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Scale composition for Gundersen Lutheran Employees' Retirement Plan
Gundersen Lutheran Employees' Retirement Plan reports $2.5B in end-of-year assets across 7,313 participants (0.022% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.008% of 89,805,449 covered participants) - about $344,238 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2023 was $351M.
This plan identity (EIN 391606449, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.9B (+33.0%) while covered participants moved from 7,026 to 9,492 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,026 | $2.2B | Open filing |
| 2023 | 7,313 | $2.5B | This page |
| 2024 · index core | 9,492 | $2.9B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Gundersen Lutheran Employees' Retirement Plan (401(k), $2.9B, 9,492 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Gundersen Lutheran Employees' Retirement Plan by total assets, not by location.
- Dxc Technology Matched Asset Plan (VA) $2.5B · 10,947
- Gordon Food Service, Inc. Profit Sharing Plan (MI) $2.5B · 13,416
- Trinet Select 401(k) Plan (FL) $2.5B · 21,888
- Highmark Investment Plan (PA) $2.5B · 15,996
Frequently Asked Questions
How did Gundersen Lutheran Employees' Retirement Plan assets move in 2023? ▼
How have Gundersen Lutheran Administrative Services, Inc. plan assets changed over time? ▼
Where does Gundersen Lutheran Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Gundersen Lutheran Employees' Retirement Plan? ▼
Next read for Gundersen Lutheran Employees' Retirement…
Filing takeaways
Ways to act on Gundersen Lutheran Employees' Retirement Plan's numbers.
- By total assets, Gundersen Lutheran Employees' Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Gundersen Lutheran Administrative Services, Inc.'s sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans