Other · DOL Form 5500 · 2024

Concordia Lutheran Ministries Retirement Plan

Data updated 2026-08-06

$134M
Total assets: 3,350
Participants: 92nd
Percentile by assets: $39,889
Avg per participant

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.

92nd percentile by assets (of 116,472 plans)
#14,536 in Healthcare & Social Assistance (15,613 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 ~824 per filing). Assets: $134M.

$134M
total plan assets (2024 EOY): 3,350
covered participants: 92nd
percentile by assets (of 116,472 plans): $39,889
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Healthcare & Social Assistance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania reports 3,350 participants - 4.1x that state average ($134M EOY assets).

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)

Total plan assets by year, all Concordia Lutheran Ministries plans on file

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.

403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania vs. nearby Other plans in Pennsylvania, assets vs. participants

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

Compare 403(b) Thrift Plan for Concordia Luthera… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania by total assets, not by location.

Marymount University Defined Contribution Retirement Plan (VA) $134M · 971
Woodward Academy Retirement Plan (GA) $134M · 725
Saint Anselm College Defined Contribution Retirement Plan (NH) $133M · 558
Memorial Health System 403(b) Plan (IL) $134M · 1,499

Frequently Asked Questions

How did 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania assets move in 2024? ▼

403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania grew at a solid clip - up 12.7% during 2024, from $119M to $134M. Reported net income was $15M.

How have Concordia Lutheran Ministries plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Concordia Lutheran Ministries's sponsor-wide assets grew 36.8%, from $98M to $134M.

Where does 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania rank by assets among Form 5500 filers? ▼

403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania ranks in the 92nd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Other plans are similar in size to 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania? ▼

Among Other plans in other states, the closest by assets is Marymount University Defined Contribution Retirement Plan in VA ($134M, 971 participants).

Next read for 403(b) Thrift Plan for Concordia Luthera…

Filing takeaways

Ways to act on 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania's numbers.

By total assets, 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
Concordia Lutheran Ministries's sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250969458.