Other · DOL Form 5500 · 2024
Lutheran Social Services of Wisconsin and Upper Michigan Retirement Plan
Data updated 2026-08-06
- $28M
- Total assets
- 827
- Participants
- 76th
- Percentile by assets
- $34,385
- Avg per participant
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.
- 76th percentile by assets (of 116,472 plans)
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.
- $28M
- total plan assets (2024 EOY)
- 827
- covered participants
- 76th
- percentile by assets (of 116,472 plans)
- $34,385
- avg assets per participant
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.
Lutheran Social Services Tax Deferred Annuity Plan vs the 2024 asset distribution
By assets, Lutheran Social Services Tax Deferred Annuity Plan outranks 76% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).
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)
| 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.
Lutheran Social Services Tax Deferred Annuity Plan vs. nearby Other plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lutheran Social Services Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Lutheran Social Services Tax Deferred Annuity Plan assets move in 2024? ▼
How have Lutheran Social Services of Wisconsin and Upper Michigan plan assets changed over time? ▼
Where does Lutheran Social Services Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Lutheran Social Services Tax Deferred Annuity Plan? ▼
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Ways to act on Lutheran Social Services Tax Deferred Annuity Plan's numbers.
- By total assets, Lutheran Social Services Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- Lutheran Social Services of Wisconsin and Upper Michigan's sponsor-wide assets have grown 33.5% 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 390816846.
Read our methodology - how this data is sourced, computed, and verified.