Other · DOL Form 5500 · 2024
Concordia Lutheran Ministries Retirement Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 3,350
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $39,889
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania · Sponsored by Concordia Lutheran Ministries · Pennsylvania · Healthcare & Social Assistance
$134M in assets, 3,350 participants
Concordia Lutheran Ministries's 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania reported $134M in total assets and 3,350 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,781 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania covers 3,350 participants in Pennsylvania, 4.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $134M.
- #15,781
- in Healthcare & Social Assistance (16,916 peers)
- +12.7%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania's outsized position by total assets
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$133,629,589 Top 8% higher than 92% 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) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania'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) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania lands in the large band (3,350 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania reported net income fell from $21M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania end-of-year assets rose from $119M in the plan year 2023 filing to $134M in the plan year 2024 filing.
- 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania reported participants rose from 3,210 in the plan year 2023 filing to 3,350 in the plan year 2024 filing.
DOL schedule card
Filing strip 250969458 · Concordia Lutheran Ministries PY 2024 · Other
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania · $134M · 3,350 · 92nd
- BOY $134M
- SCH 3,350
- EBSA 92nd
- PART Other
- TYPE near Education Development Center Supplemental Retirement Plan
- NET ind #15781
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 Pennsylvania →
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $15M |
| Employer EIN | 250969458 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concordia Lutheran Ministries)
Sponsor-wide plan assets over time
All Concordia Lutheran Ministries plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 36.79832381357186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,890 | $98M |
| 2023 | 1 | 3,210 | $119M |
| 2024 | 1 | 3,350 | $134M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Education Development Center Supplemental Retirement Plan in MA ($134M); by covered participants it is Electrical Workers Local 369 Retirement Fund in KY (3,350 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,350 participants); asset peers above are excluded.
- Electrical Workers Local 369 Retirement Fund (KY) 3,350 · 0 off
- Electrical Workers Local 369 Retirement Fund (KY) 3,367 · 17 off
- Goodwill of Colorado Retirement Savings 403(b) Plan (CO) 3,329 · 21 off
- Chimes International Limited 403(b) Plan (MD) 3,312 · 38 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.