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
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
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.
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
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
| 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 EIN | 261303951 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($327K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.