401(k) · DOL Form 5500 · 2024

Lutheran Social Service Group, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
136
Participants Small participant base
58th
Percentile by assets National rank
$80,917
Avg per participant Below avg balance/head
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Official DOL plan name: Lutheran Social Services Group, Inc. 401(k) Retirement Plan · Sponsored by Lutheran Social Service Group, Inc. · New York · Healthcare & Social Assistance

$11M in assets, 136 participants

Lutheran Social Service Group, Inc.'s Lutheran Social Services Group, Inc. 401(k) Retirement Plan reported $11M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #10,686 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Lutheran Social Services Group, Inc. 401(k) Retirement Plan covers 136 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $11M.

#10,686
in Healthcare & Social Assistance (16,916 peers)
-18.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lutheran Social Services Group, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lutheran Social Services Group, Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,004,664 Top 42% higher than 58% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Lutheran Social Services Group, Inc. 401(k) 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. Lutheran Social Services Group, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lutheran Social Services Group, Inc. 401(k) Retirement Plan reported net income fell from -$165K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Lutheran Social Services Group, Inc. 401(k) Retirement Plan end-of-year assets fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Lutheran Social Services Group, Inc. 401(k) Retirement Plan reported participants fell from 167 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161548940 · Lutheran Social Service Group, Inc. PY 2024 · 401(k)

Lutheran Social Services Group, Inc. 401(k) Retirement Plan · $11M · 136 · 58th

  • 5500 $11M
  • 5500 136
  • 5500 58th
  • 5500 401(k)
  • 5500 near Community First Bank of Indiana 401(k)/ Profit Sharing Plan
  • 5500 ind #10686

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 New York →

Lutheran Social Services Group, Inc. 401(k) Retirement Plan in the asset neighbourhood

Community First Bank of Indiana 401(k)/ Profit Sharing PlanCommunity First Bank of Indi…$11MFirst Federal Bank 401(k)Plan$11MLutheran Social Services Group, Inc. 401(k) Retirement PlanLutheran Social Services Gro…$11MThames Valley Council for Community Action, Inc. Employee Contribution PlanThames Valley Council for Co…$11MSeer Team Retirement Plan$11M
End-of-year total assets ($M) among Lutheran Social Services Group, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN161548940
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Social Service Group, Inc.)

Sponsor-wide plan assets over time

All Lutheran Social Service Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 19.648296316632617% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $13.7M $11M ▼ -19.7%
Year Plans Participants Total Assets
2022 1 188 $14M
2023 1 167 $14M
2024 1 136 $11M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lutheran Social Services Group, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lutheran Social Services Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.011004664 · Participants: 136Lutheran Social Services Group, Inc. 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Lutheran Social Services Group, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lutheran Social Services Group, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Lutheran Social Services Group, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Community First Bank of Indiana 401(k)/ Profit Sharing Plan in IN ($11M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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.

Frequently Asked Questions

How did Lutheran Social Services Group, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Lutheran Social Services Group, Inc. 401(k) Retirement Plan declined sharply - down 18.7% during 2024, from $14M to $11M. Reported net income was -$3M.
How have Lutheran Social Service Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Social Service Group, Inc.'s sponsor-wide assets declined 19.6%, from $14M to $11M.
Which 401(k) plans are similar in size to Lutheran Social Services Group, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community First Bank of Indiana 401(k)/ Profit Sharing Plan in IN ($11M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Lutheran Social Services Group, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M in assets).

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 161548940.

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.