Other · DOL Form 5500 · 2024

Lutheran Services Florida Inc. Retirement Plan

Data updated 2026-08-11

$24M
Total assets
2,842
Participants
73rd
Percentile by assets
$8,327
Avg per participant
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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.

  • 73rd percentile by assets (of 123,622 plans)
  • #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.

$24M
total plan assets (2024 EOY)
2,842
covered participants
73rd
percentile by assets (of 123,622 plans)
$8,327
avg assets per participant

Where Lutheran Services Florida Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Florida
Industry
Healthcare & Social Assistance

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Lutheran Services Florida Retirement Plan reports 2,842 participants - 4.5x that state average ($24M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN592198911
Plan Effective Date2016-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Services Florida Inc.)

$10M$15M$20M$25M 202220232024 $14.6M $23.7M ▲ +62.6%
Total plan assets by year, all Lutheran Services Florida Inc. plans on file
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.

Lutheran Services Florida Retirement Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -10123 Total assets ($B) Participants Lutheran Services Fl…, Total assets ($B): 0.023665216 · Participants: 2842Lutheran Services Fl…Baptist Health South…, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South…University of Miami …, Total assets ($B): 2.071141138 · Participants: 12711University of Miami …Orlando Health Retir…, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retir…The Nemours Foundati…, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundati…Lee Health System 40…, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 40…
Lutheran Services Florida Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Lutheran Services Florida Retirement Pla… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lutheran Services Florida Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Lutheran Services Florida Retirement Plan assets move in 2024? ▼
Lutheran Services Florida Retirement Plan grew sharply - up 21.0% during 2024, from $20M to $24M. Reported net income was $4M.
How have Lutheran Services Florida Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Services Florida Inc.'s sponsor-wide assets grew 62.5%, from $15M to $24M.
Which Other plans are similar in size to Lutheran Services Florida Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Association of Graduates Retirement Savings Plan in NY ($24M, 126 participants).

Next read for Lutheran Services Florida Retirement Pla…

Filing takeaways

Ways to act on Lutheran Services Florida Retirement Plan's numbers.

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 592198911.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.