Other · DOL Form 5500 · 2024
Lutheran Social Services of Wisconsin and Upper Michigan Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 827
- Participants Near avg headcount
- 76th
- Percentile by assets National rank
- $34,385
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Social Services Tax Deferred Annuity Plan · Sponsored by Lutheran Social Services of Wisconsin and Upper Michigan · Wisconsin · Healthcare & Social Assistance
$28M in assets, 827 participants
Lutheran Social Services of Wisconsin and Upper Michigan's Lutheran Social Services Tax Deferred Annuity Plan reported $28M in total assets and 827 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.
- #13,529 in Healthcare & Social Assistance (16,916 peers)
Where Lutheran Social Services Tax Deferred Annuity Plan sits by assets
Lutheran Social Services Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $28M for 827 participants (~$34,385/participant), up 13.3% in 2024.
- #13,529
- in Healthcare & Social Assistance (16,916 peers)
- +13.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lutheran Social Services Tax Deferred Annuity Plan's outsized position by total assets
Lutheran Social Services Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,436,408 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
Lutheran Social Services Tax Deferred Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lutheran Social Services Tax Deferred Annuity Plan sits mid-pack in the medium band (827 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lutheran Social Services Tax Deferred Annuity Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Lutheran Social Services Tax Deferred Annuity Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Lutheran Social Services Tax Deferred Annuity Plan reported participants rose from 767 in the plan year 2023 filing to 827 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390816846 · Lutheran Social Services of Wisconsin and Upper Michigan PY 2024 · Other
Lutheran Social Services Tax Deferred Annuity Plan · $28M · 827 · 76th
- EBSA $28M
- PART 827
- TYPE 76th
- NET Other
- BOOK near 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland
- VS-ST ind #13529
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 Wisconsin →
Lutheran Social Services Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 390816846 |
| Plan Effective Date | 1988-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lutheran Social Services of Wisconsin and Upper Michigan)
Sponsor-wide plan assets over time
All Lutheran Social Services of Wisconsin and Upper Michigan plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 33.46825154734073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 756 | $21M |
| 2023 | 1 | 767 | $25M |
| 2024 | 1 | 827 | $28M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Lutheran Social Services Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland in IA ($28M); by covered participants it is Healthright 360 403(b) Retirement Plan in CA (826 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 (827 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.