401(k) · DOL Form 5500 · 2023

Lutheran Social Services of Colorado 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
178
Participants Small participant base
46th
Percentile by assets National rank
$30,732
Avg per participant Low balance/head
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Official DOL plan name: Lutheran Social Services of Colorado 401(k) Plan · Sponsored by Lutheran Social Services of Colorado · Colorado · Healthcare & Social Assistance

$5M in assets, 178 participants

Lutheran Social Services of Colorado's Lutheran Social Services of Colorado 401(k) Plan reported $5M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,922 in Healthcare & Social Assistance (17,684 peers)

Coverage in Colorado

Lutheran Social Services of Colorado 401(k) Plan covers 178 participants in Colorado, about 47% of the average Colorado filer (state average ~376 per filing). Assets: $5M.

#8,922
in Healthcare & Social Assistance (17,684 peers)
+9.2%
assets growth YoY

Lutheran Social Services of Colorado 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lutheran Social Services of Colorado 401(k) Plan vs every filed plan by assets

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

$5,470,322 46th percentile higher than 46% 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 Social Services of Colorado 401(k) 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 Social Services of Colorado 401(k) Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lutheran Social Services of Colorado 401(k) Plan reported net income rose from $321K in the plan year 2022 filing to $461K in the plan year 2023 filing.
  • Lutheran Social Services of Colorado 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lutheran Social Services of Colorado 401(k) Plan reported participants rose from 176 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 840775550 · Lutheran Social Services of Colorado PY 2023 · 401(k)

Lutheran Social Services of Colorado 401(k) Plan · $5M · 178 · 46th

  • BOY $5M
  • BOY 178
  • BOY 46th
  • BOY 401(k)
  • BOY near Cascade Hernia and Surgical Solutions, P.S. 401(k) Profit Sharing Plan
  • BOY ind #8922

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 Colorado →

Lutheran Social Services of Colorado 401(k) Plan in the asset neighbourhood

Lutheran Social Services of Colorado 401(k) PlanLutheran Social Services of …$5MCascade Hernia and Surgical Solutions, P.S. 401(k) Profit Sharing PlanCascade Hernia and Surgical …$5MJeffrey J Kimbell & Associates 401(k) Profit Sharing PlanJeffrey J Kimbell & Associat…$5MV & L Management Company, Inc. 401(k) PlanV & L Management Company, In…$5MIdcus Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Lutheran Social Services of Colorado 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$461K
Employer EIN840775550
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Social Services of Colorado)

Sponsor-wide plan assets over time

All Lutheran Social Services of Colorado plans reported in each filing year

Latest sponsor-wide plan assets
$6M 24.838422640016244% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.01M $6.25M ▲ +24.8%
Year Plans Participants Total Assets
2022 1 176 $5M
2023 1 178 $5M
2024 1 213 $6M

Nearby 401(k) Plans in Colorado

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

Lutheran Social Services of Colorado 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Lutheran Social Services of Colorado 401(k) Plan, Total assets ($B): 0.005470322 · Participants: 178Lutheran Social Services of Colorado 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Lutheran Social Services of Colorado 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Lutheran Social Services of Colorado 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Cascade Hernia and Surgical Solutions, P.S. 401(k) Profit Sharing Plan in WA ($5M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Social Services of Colorado 401(k) Plan assets move in 2023?
Lutheran Social Services of Colorado 401(k) Plan grew at a solid clip - up 9.2% during 2023, from $5M to $5M. Reported net income was $461K.
How have Lutheran Social Services of Colorado plan assets changed over time?
Across 3 plan years on file (2022-2024), Lutheran Social Services of Colorado's sponsor-wide assets grew 24.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Lutheran Social Services of Colorado 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cascade Hernia and Surgical Solutions, P.S. 401(k) Profit Sharing Plan in WA ($5M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Lutheran Social Services of Colorado 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants, N/A in assets).