Other · DOL Form 5500 · 2024

Lwala Community Alliance Retirement Plan

Data updated 2026-08-25

$327K
Total assets Small plan by assets
7
Participants Small participant base
14th
Percentile by assets National rank
$46,759
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lwala Community Alliance · Sponsored by Lwala Community Alliance · Tennessee · Healthcare & Social Assistance

$327K in assets, 7 participants

Lwala Community Alliance's Lwala Community Alliance reported $327K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,691 in Healthcare & Social Assistance (16,916 peers)

Lwala Community Alliance multi-year trail

Lwala Community Alliance's plans moved +27.9% in assets from 2023 to 2024; this filing shows Lwala Community Alliance at $327K / 7 participants.

#1,691
in Healthcare & Social Assistance (16,916 peers)
+27.9%
assets growth YoY

Lwala Community Alliance among the smaller filed plans by assets

Lwala Community Alliance vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$327,316 14th percentile higher than 14% of 123,620 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 2024

Lwala Community Alliance among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lwala Community Alliance is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lwala Community Alliance end-of-year assets rose from $256K in the plan year 2023 filing to $327K in the plan year 2024 filing.
  • Lwala Community Alliance reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 261303951 · Lwala Community Alliance PY 2024 · Other

Lwala Community Alliance · $327K · 7 · 14th

  • NET $327K
  • BOOK 7
  • VS-ST 14th
  • BOY Other
  • SCH near Helen Newberry Joy Hospital Corporation 403(b) Plan
  • EBSA ind #1691

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 Tennessee →

Lwala Community Alliance in the asset neighbourhood

Back Mountain Library Association Retirement PlanBack Mountain Library Associ…$339KLwala Community Alliance$327KHelen Newberry Joy Hospital Corporation 403(b) PlanHelen Newberry Joy Hospital …$325KJefferson County Child Development Council 403(b) PlanJefferson County Child Devel…$322KStock Bonus Plan of Scientific Analytical Institute IncStock Bonus Plan of Scientif…$321K
End-of-year total assets ($M) among Lwala Community Alliance and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Lwala Community Alliance multi-year asset trail

Sponsor-wide plan assets over time

All Lwala Community Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$327K 27.904777535501317% vs 2023
2024 filing year
$0.25M$0.3M$0.35M 20232024 $0.26M $0.33M ▲ +26.9%
Year Plans Participants Total Assets
2023 1 8 $256K
2024 1 7 $327K

Lwala Community Alliance filing trail (2024)

Total Assets (Beginning of Year)$256K
Net Assets (End of Year)$327K
Net Income$71K
Employer EIN261303951
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Lwala Community Alliance vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Lwala Community Alliance, Total assets ($B): 0.000327316 · Participants: 7Lwala Community AllianceVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.7144704 · Participants: 31810Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.506327745 · Participants: 7926Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.307808572 · Participants: 6588St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.731254873 · Participants: 12134Ballad Health 403(b) PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.445900164 · Participants: 5578Dialysis Clinic, Inc. Thrift Plan
Lwala Community Alliance vs. nearby Other plans in Tennessee, assets vs. participants

Lwala Community Alliance's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Helen Newberry Joy Hospital Corporation 403(b) Plan in MI ($325K); by covered participants it is Freedom Energy, Inc. Profit Sharing Plan in TX (7 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lwala Community Alliance assets move in 2024?
Lwala Community Alliance grew sharply - up 27.9% during 2024, from $256K to $327K. Reported net income was $71K.
How have Lwala Community Alliance plan assets changed over time?
Across 2 plan years on file (2023-2024), Lwala Community Alliance's sponsor-wide assets grew 27.9%, from $256K to $327K.
Where does Lwala Community Alliance rank by assets among Form 5500 filers?
Lwala Community Alliance ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Lwala Community Alliance?
Among Other plans in other states, the closest by assets is Helen Newberry Joy Hospital Corporation 403(b) Plan in MI ($325K, N/A participants).
Which Other plans cover a similar participant headcount to Lwala Community Alliance?
Among Other plans in other states, the closest by covered participants is Freedom Energy, Inc. Profit Sharing Plan in TX (7 participants, N/A in assets).