401(k) · DOL Form 5500 · 2024
Lutheran Social Services of Illinois 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 1,371
- Participants Near avg headcount
- 76th
- Percentile by assets National rank
- $20,716
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Plan for Employees of Lutheran Social Services of Illinois · Sponsored by Lutheran Social Services of Illinois · Illinois · Healthcare & Social Assistance
$28M in assets, 1,371 participants
Lutheran Social Services of Illinois's 403(b) Plan for Employees of Lutheran Social Services of Illinois reported $28M in total assets and 1,371 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #13,527 in Healthcare & Social Assistance (16,916 peers)
Where 403(b) Plan for Employees of Lutheran Social Services of Illinois sits by assets
403(b) Plan for Employees of Lutheran Social Services of Illinois sits in the top quartile of all filed plans by assets, $28M for 1,371 participants (~$20,716/participant), up 23.9% in 2024.
- #13,527
- in Healthcare & Social Assistance (16,916 peers)
- +23.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
403(b) Plan for Employees of Lutheran Social Services of Illinois's outsized position by total assets
403(b) Plan for Employees of Lutheran Social Services of Illinois vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,401,739 Top 24% higher than 76% 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
403(b) Plan for Employees of Lutheran Social Services of Illinois's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Plan for Employees of Lutheran Social Services of Illinois lands in the large band (1,371 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Plan for Employees of Lutheran Social Services of Illinois end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- 403(b) Plan for Employees of Lutheran Social Services of Illinois reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- 403(b) Plan for Employees of Lutheran Social Services of Illinois reported participants rose from 1,282 in the plan year 2023 filing to 1,371 in the plan year 2024 filing.
DOL schedule card
Filing strip 362584799 · Lutheran Social Services of Illinois PY 2024 · 401(k)
403(b) Plan for Employees of Lutheran Social Services of Illinois · $28M · 1,371 · 76th
- RANK $28M
- PHOTO 1,371
- IND 76th
- EOY 401(k)
- 5500 near Maul Foster & Alongi, Inc. 401(k) Plan
- ASSETS ind #13527
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 Illinois →
403(b) Plan for Employees of Lutheran Social Services of Illinois in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 362584799 |
| Plan Effective Date | 2007-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lutheran Social Services of Illinois)
Sponsor-wide plan assets over time
All Lutheran Social Services of Illinois plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 59.2492228945542% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $18M |
| 2023 | 1 | 1,282 | $23M |
| 2024 | 1 | 1,371 | $28M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
403(b) Plan for Employees of Lutheran Social Services of Illinois's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Maul Foster & Alongi, Inc. 401(k) Plan in WA ($28M); by covered participants it is Zenith American Solutions, Inc. Retirement Savings 401(k) Plan in FL (1,371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,371 participants); asset peers above are excluded.
- Zenith American Solutions, Inc. Retirement Savings 401(k) Plan (FL) 1,371 · 0 off
- Berkshire Hathaway Guard Profit Sharing/401(k) Plan (PA) 1,371 · 0 off
- Retirement Savings Plan of Flad Affiliated Corp. (WI) 1,371 · 0 off
- Watlow Group 401(k) Plan (MO) 1,371 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.