Other · DOL Form 5500 · 2024
Lutheran Services Florida Inc. Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 2,842
- Participants Above avg headcount
- 73rd
- Percentile by assets National rank
- $8,327
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Services Florida Retirement Plan · Sponsored by Lutheran Services Florida Inc. · Florida · Healthcare & Social Assistance
$24M in assets, 2,842 participants
Lutheran Services Florida Inc.'s Lutheran Services Florida Retirement Plan reported $24M in total assets and 2,842 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,096 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Lutheran Services Florida Retirement Plan covers 2,842 participants in Florida, 4.5x the typical Florida plan (state average ~628 per filing). Assets: $24M.
- #13,096
- in Healthcare & Social Assistance (16,916 peers)
- +21.0%
- assets growth YoY
Lutheran Services Florida Retirement Plan's outsized position by total assets
Lutheran Services Florida Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,665,216 Top 27% higher than 73% 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 Services Florida Retirement Plan'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. Lutheran Services Florida Retirement Plan lands in the large band (2,842 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lutheran Services Florida Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Lutheran Services Florida Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Lutheran Services Florida Retirement Plan reported participants rose from 2,612 in the plan year 2023 filing to 2,842 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 592198911 · Lutheran Services Florida Inc. PY 2024 · Other
Lutheran Services Florida Retirement Plan · $24M · 2,842 · 73rd
- BOOK $24M
- BOOK 2,842
- BOOK 73rd
- BOOK Other
- BOOK near Association of Graduates Retirement Savings Plan
- BOOK ind #13096
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 Florida →
Lutheran Services Florida Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 592198911 |
| Plan Effective Date | 2016-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lutheran Services Florida Inc.)
Sponsor-wide plan assets over time
All Lutheran Services Florida Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 62.5083450861537% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,428 | $15M |
| 2023 | 1 | 2,612 | $20M |
| 2024 | 1 | 2,842 | $24M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Lutheran Services Florida Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Association of Graduates Retirement Savings Plan in NY ($24M); by covered participants it is Employee Benefit Plan of Sea-Mar Community Health Centers in WA (2,847 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Association of Graduates Retirement Savings Plan (NY) $24M · 126
- U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan (KS) $24M · 227
- Heritage University Retirement Plan (WA) $24M · 252
- Afs-USA 403(b)Plan (NY) $24M · 134
Similar participant headcount
Nearest other-state filings by covered participants (2,842 participants); asset peers above are excluded.
- Employee Benefit Plan of Sea-Mar Community Health Centers (WA) 2,847 · 5 off
- Centrastate Healthcare System 403(b) Retirement Savings Plan (NJ) 2,849 · 7 off
- Claro Puerto Rico Employees Savings Plan (PR) 2,850 · 8 off
- Aim Services, Inc. 403(b) Plan (NY) 2,827 · 15 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.