Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS

This Defined Benefit (Pension) plan holds $5M in total assets and serves 14 participants as of 2023. It is sponsored by LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS in Illinois. The plan reported a net loss of $5M for the year.

Total Assets (2023)
$5M
Participants
14
State
Industry
Healthcare & Social Assistance

What the Filing Says About EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS

EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS is a Defined Benefit (Pension) retirement plan sponsored by LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 14 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 362167778, and the plan has been effective since 1981-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2023 to $5M at year-end — a decline of 50.0%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-5,450,744 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-5,450,744
Plan TypeDefined Benefit (Pension)
Employer EIN362167778
Plan Effective Date1981-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS)

Year Plans Participants Total Assets
2022 2 413 $20M
2023 2 442 $16M
2024 1 N/A N/A

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS?
As of the 2023 Form 5500 filing, EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS holds $5M in total assets with 14 participants. It is sponsored by LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS.
What type of plan is EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS?
EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS is a Defined Benefit (Pension) plan. It has been effective since 1981-03-01. The plan is filed with the U.S. Department of Labor under EIN 362167778.
Who sponsors the EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS?
EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS is sponsored by LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS, located in Illinois. The sponsor's EIN is 362167778 and the plan operates in the Healthcare & Social Assistance industry.
How did EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS perform in 2023?
EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS declined by 50.0% during 2023, moving from $11M to $5M in total assets. Net income was $-5,450,744.
Where can I find official filings for EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS?
Official Form 5500 filings for EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362167778 or plan name at efast.dol.gov.
How does EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS compare to other plans?
You can compare EBP OF LUTHERAN CHILD & FAMILY SERVICES OF ILLINOIS against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 362167778.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.