401(k) · DOL Form 5500 · 2023

Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
253
Participants Below avg headcount
65th
Percentile by assets National rank
$54,547
Avg per participant Low balance/head
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Official DOL plan name: Crean Lutheran High School 403(b) Plan · Sponsored by Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School · California · Educational Services

$14M in assets, 253 participants

Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School's Crean Lutheran High School 403(b) Plan reported $14M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,788 in Educational Services (3,735 peers)

Coverage in California

Crean Lutheran High School 403(b) Plan covers 253 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $14M.

#1,788
in Educational Services (3,735 peers)
+28.0%
assets growth YoY

Crean Lutheran High School 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Crean Lutheran High School 403(b) Plan vs every filed plan by assets

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

$13,800,286 Top 35% higher than 65% 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

Crean Lutheran High School 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. Crean Lutheran High School 403(b) Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Crean Lutheran High School 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Crean Lutheran High School 403(b) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Crean Lutheran High School 403(b) Plan reported participants rose from 213 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 550909201 · Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School PY 2023 · 401(k)

Crean Lutheran High School 403(b) Plan · $14M · 253 · 65th

  • PHOTO $14M
  • IND 253
  • EOY 65th
  • 5500 401(k)
  • ASSETS near Waters 401(k) Profit Sharing Plan
  • PCT ind #1788

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 California →

Crean Lutheran High School 403(b) Plan in the asset neighbourhood

Crean Lutheran High School 403(b) PlanCrean Lutheran High School 4…$14MWaters 401(k) Profit Sharing PlanWaters 401(k) Profit Sharing…$14MGordon US, LLC 401(k) Profit Sharing PlanGordon US, LLC 401(k) Profit…$14MSupplycore Inc. 401(k) Profit Sharing PlanSupplycore Inc. 401(k) Profi…$14MStrohm Ballweg, LLP Retirement Savings PlanStrohm Ballweg, LLP Retireme…$14M
End-of-year total assets ($M) among Crean Lutheran High School 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN550909201
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School)

Sponsor-wide plan assets over time

All Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School plans reported in each filing year

Latest sponsor-wide plan assets
$17M 60.715600748733124% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.8M $17.3M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 213 $11M
2023 1 253 $14M
2024 1 280 $17M

Nearby 401(k) Plans in California

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

Crean Lutheran High School 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Crean Lutheran High School 403(b) Plan, Total assets ($B): 0.013800286 · Participants: 253Crean Lutheran High School 403(b) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Crean Lutheran High School 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Crean Lutheran High School 403(b) Plan side-by-side with 3 peers →

Crean Lutheran High School 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Waters 401(k) Profit Sharing Plan in MS ($14M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Crean Lutheran High School 403(b) Plan assets move in 2023? ▼
Crean Lutheran High School 403(b) Plan grew sharply - up 28.0% during 2023, from $11M to $14M. Reported net income was $3M.
How have Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran High South-Orange County,Inc. Dba Crean Lutheran High School's sponsor-wide assets grew 60.7%, from $11M to $17M.
Which 401(k) plans are similar in size to Crean Lutheran High School 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Waters 401(k) Profit Sharing Plan in MS ($14M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Crean Lutheran High School 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helm Group, Inc. 401(k) Plan in IL (253 participants, $56M 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 550909201.

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.