Other · DOL Form 5500 · 2024
The Lutheran University Association, Inc. Retirement Plan
Data updated 2026-08-25
- $236M
- Total assets Near avg plan size
- 783
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $301,671
- Avg per participant High balance/head
Official DOL plan name: Valparaiso University Retirement Plan · Sponsored by The Lutheran University Association, Inc. · Indiana · Educational Services
$236M in assets, 783 participants
The Lutheran University Association, Inc.'s Valparaiso University Retirement Plan reported $236M in total assets and 783 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,332 in Educational Services (3,638 peers)
Where Valparaiso University Retirement Plan sits by assets
Valparaiso University Retirement Plan sits in the top 5% of all filed plans by assets, $236M for 783 participants (~$301,671/participant), up 5.1% in 2024.
- #3,332
- in Educational Services (3,638 peers)
- +5.1%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Valparaiso University Retirement Plan's outsized position by total assets
Valparaiso University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$236,208,637 Top 5% higher than 95% 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
Valparaiso University Retirement 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. Valparaiso University Retirement Plan sits mid-pack in the medium band (783 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Valparaiso University Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Valparaiso University Retirement Plan reported participants fell from 848 in the plan year 2023 filing to 783 in the plan year 2024 filing.
- Valparaiso University Retirement Plan end-of-year assets rose from $225M in the plan year 2023 filing to $236M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 350868125 · The Lutheran University Association, Inc. PY 2024 · Other
Valparaiso University Retirement Plan · $236M · 783 · 95th
- EIN $236M
- RANK 783
- PHOTO 95th
- IND Other
- EOY near Hunterdon Healthcare 403(b) Retirement Savings Plan
- 5500 ind #3332
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 Educational Services retirement plans → · Plans in Indiana →
Valparaiso University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $225M |
|---|---|
| Net Assets (End of Year) | $236M |
| Net Income | $12M |
| Employer EIN | 350868125 |
| Plan Effective Date | 1940-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lutheran University Association, Inc.)
Sponsor-wide plan assets over time
All The Lutheran University Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $236M 13.017302895329962% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 720 | $209M |
| 2023 | 1 | 848 | $225M |
| 2024 | 1 | 783 | $236M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Valparaiso University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Hunterdon Healthcare 403(b) Retirement Savings Plan in NJ ($236M); by covered participants it is Womens League Tax Sheltered Annuity Plan in NY (783 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($236M here).
- Hunterdon Healthcare 403(b) Retirement Savings Plan (NJ) $236M · 2,624
- Anmed Health Retirement Savings Plan (SC) $237M · 3,605
- Philadelphia College of Osteopathic Medicine Retirement Plan (PA) $237M · 1,978
- Calvin University 403(b) Retirement Plan (MI) $235M · 1,118
Similar participant headcount
Nearest other-state filings by covered participants (783 participants); asset peers above are excluded.
- Womens League Tax Sheltered Annuity Plan (NY) 783 · 0 off
- The Museum of Fine Arts, Houston Retirement Savings Plan (TX) 783 · 0 off
- Rediscover Retirement Plan (MO) 784 · 1 off
- Options Educational 403(b) Retirement Plan (CA) 781 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.