Other · DOL Form 5500 · 2024
Lutheranliving Services, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 485
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $30,222
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Home & Harwood Place 403(b) Plan · Sponsored by Lutheranliving Services, Inc. · Wisconsin · Healthcare & Social Assistance
$15M in assets, 485 participants
Lutheranliving Services, Inc.'s Lutheran Home & Harwood Place 403(b) Plan reported $15M in total assets and 485 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #11,666 in Healthcare & Social Assistance (16,916 peers)
Lutheranliving Services, Inc. multi-year trail
Lutheranliving Services, Inc.'s plans moved +19.5% in assets from 2022 to 2024; this filing shows Lutheran Home & Harwood Place 403(b) Plan at $15M / 485 participants.
- #11,666
- in Healthcare & Social Assistance (16,916 peers)
- +5.2%
- assets growth YoY
Lutheran Home & Harwood Place 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lutheran Home & Harwood Place 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,657,661 Top 36% higher than 64% 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
Lutheran Home & Harwood Place 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Home & Harwood Place 403(b) Plan sits mid-pack in the medium band (485 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lutheran Home & Harwood Place 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $718K in the plan year 2024 filing.
- Lutheran Home & Harwood Place 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Lutheran Home & Harwood Place 403(b) Plan reported participants rose from 470 in the plan year 2023 filing to 485 in the plan year 2024 filing.
DOL schedule card
Filing strip 390807205 · Lutheranliving Services, Inc. PY 2024 · Other
Lutheran Home & Harwood Place 403(b) Plan · $15M · 485 · 64th
- PART $15M
- TYPE 485
- NET 64th
- BOOK Other
- VS-ST near Relay Resources 403(b) Retirement Plan
- BOY ind #11666
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 Wisconsin →
Lutheran Home & Harwood Place 403(b) Plan in the asset neighbourhood
Lutheranliving Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lutheranliving Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 19.45443316753737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 521 | $12M |
| 2023 | 1 | 470 | $14M |
| 2024 | 1 | 485 | $15M |
Lutheranliving Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $718K |
| Employer EIN | 390807205 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Lutheran Home & Harwood Place 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Relay Resources 403(b) Retirement Plan in OR ($15M); by covered participants it is Motion Picture and Television Fund 403(b) Plan in CA (485 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Relay Resources 403(b) Retirement Plan (OR) $15M · 787
- Louisburg College 403(b) Plan (NC) $15M · 81
- Education Commission of the States 403 (B) DC Plan (CO) $15M · 35
- Woodlynde School Retirement Plan (PA) $15M · 83
Similar participant headcount
Nearest other-state filings by covered participants (485 participants); asset peers above are excluded.
- Motion Picture and Television Fund 403(b) Plan (CA) 485 · 0 off
- John Fitzgibbon Memorial Hospital Section 403b Retirement Plan (MO) 485 · 0 off
- Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan (NC) 486 · 1 off
- Texas Association of School Boards, Inc. Retirement Plan (TX) 486 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.