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
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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

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

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.

See the national 2023→2024 release diff →

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

Lutheran Home & Harwood Place 403(b) PlanLutheran Home & Harwood Plac…$15MRelay Resources 403(b) Retirement PlanRelay Resources 403(b) Retir…$15MLouisburg College 403(b) Plan$15MEducation Commission of the States 403 (B) DC PlanEducation Commission of the …$15MWoodlynde School Retirement PlanWoodlynde School Retirement …$15M
End-of-year total assets ($M) among Lutheran Home & Harwood Place 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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
$12M$13M$14M$15M 202220232024 $12.3M $14.7M ▲ +19.5%
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 EIN390807205
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

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

Lutheran Home & Harwood Place 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Lutheran Home & Harwood Place 403(b) Plan, Total assets ($B): 0.014657661 · Participants: 485Lutheran Home & Harwood Place 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement Plan
Lutheran Home & Harwood Place 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (485 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.

Frequently Asked Questions

How did Lutheran Home & Harwood Place 403(b) Plan assets move in 2024?
Lutheran Home & Harwood Place 403(b) Plan grew at a solid clip - up 5.2% during 2024, from $14M to $15M. Reported net income was $718K.
How have Lutheranliving Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lutheranliving Services, Inc.'s sponsor-wide assets grew 19.5%, from $12M to $15M.
Which Other plans are similar in size to Lutheran Home & Harwood Place 403(b) Plan?
Among Other plans in other states, the closest by assets is Relay Resources 403(b) Retirement Plan in OR ($15M, 787 participants).
Which Other plans cover a similar participant headcount to Lutheran Home & Harwood Place 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Motion Picture and Television Fund 403(b) Plan in CA (485 participants, $40M in assets).