401(k) · DOL Form 5500 · 2023

Lutheran Family Services of Virginia, Inc. Dba Encircle 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
381
Participants Below avg headcount
63rd
Percentile by assets National rank
$31,514
Avg per participant Low balance/head
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Official DOL plan name: Lutheran Family Services of Virginia, Inc. 401(k) Plan · Sponsored by Lutheran Family Services of Virginia, Inc. Dba Encircle · Virginia · Healthcare & Social Assistance

$12M in assets, 381 participants

Lutheran Family Services of Virginia, Inc. Dba Encircle's Lutheran Family Services of Virginia, Inc. 401(k) Plan reported $12M in total assets and 381 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,023 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Lutheran Family Services of Virginia, Inc. 401(k) Plan covers 381 participants in Virginia, about 49% of the average Virginia filer (state average ~782 per filing). Assets: $12M.

#12,023
in Healthcare & Social Assistance (17,684 peers)
+24.8%
assets growth YoY

Lutheran Family Services of Virginia, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lutheran Family Services of Virginia, Inc. 401(k) Plan vs every filed plan by assets

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

$12,006,755 Top 37% higher than 63% 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 Family Services of Virginia, Inc. 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 Family Services of Virginia, Inc. 401(k) Plan sits mid-pack in the medium band (381 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lutheran Family Services of Virginia, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Lutheran Family Services of Virginia, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lutheran Family Services of Virginia, Inc. 401(k) Plan reported participants rose from 351 in the plan year 2022 filing to 381 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541222012 · Lutheran Family Services of Virginia, Inc. Dba Encircle PY 2023 · 401(k)

Lutheran Family Services of Virginia, Inc. 401(k) Plan · $12M · 381 · 63rd

  • ASSETS $12M
  • PCT 381
  • EIN 63rd
  • RANK 401(k)
  • PHOTO near Solomon Realty Advisors, Inc.401 (K) Profit Sharing Plan
  • IND ind #12023

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 Virginia →

Lutheran Family Services of Virginia, Inc. 401(k) Plan in the asset neighbourhood

Lutheran Family Services of Virginia, Inc. 401(k) PlanLutheran Family Services of …$12MSolomon Realty Advisors, Inc.401 (K) Profit Sharing PlanSolomon Realty Advisors, Inc…$12MEast/West Industries, Inc. 401(k) Savings and Profit Sharing PlanEast/West Industries, Inc. 4…$12MHeitech Services, Inc. 401(k) PlanHeitech Services, Inc. 401(k…$12MFecon 401(k) Profit Sharing PlanFecon 401(k) Profit Sharing …$12M
End-of-year total assets ($M) among Lutheran Family Services of Virginia, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN541222012
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Family Services of Virginia, Inc. Dba Encircle)

Sponsor-wide plan assets over time

All Lutheran Family Services of Virginia, Inc. Dba Encircle plans reported in each filing year

Latest sponsor-wide plan assets
$15M 51.784782229415725% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.62M $14.6M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 351 $10M
2023 1 381 $12M
2024 1 398 $15M

Nearby 401(k) Plans in Virginia

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

Lutheran Family Services of Virginia, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Lutheran Family Services of Virginia, Inc. 401(k) Plan, Total assets ($B): 0.012006755 · Participants: 381Lutheran Family Services of Virginia, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Lutheran Family Services of Virginia, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Lutheran Family Services of Virginia, Inc. 401(k) Plan side-by-side with 3 peers →

Lutheran Family Services of Virginia, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Solomon Realty Advisors, Inc.401 (K) Profit Sharing Plan in NJ ($12M); by covered participants it is Feeding America 401(k) Plan in IL (381 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (381 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 Family Services of Virginia, Inc. 401(k) Plan assets move in 2023? ▼
Lutheran Family Services of Virginia, Inc. 401(k) Plan grew sharply - up 24.8% during 2023, from $10M to $12M. Reported net income was $2M.
How have Lutheran Family Services of Virginia, Inc. Dba Encircle plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Family Services of Virginia, Inc. Dba Encircle's sponsor-wide assets grew 51.8%, from $10M to $15M.
Which 401(k) plans are similar in size to Lutheran Family Services of Virginia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solomon Realty Advisors, Inc.401 (K) Profit Sharing Plan in NJ ($12M, 598 participants).
Which 401(k) plans cover a similar participant headcount to Lutheran Family Services of Virginia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Feeding America 401(k) Plan in IL (381 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 541222012.

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.