401(k) · DOL Form 5500 · 2024

Gundersen Lutheran Administrative Services, Inc. 401(k) Plan

Data updated 2026-08-25

$2.9B
Total assets Very large vs avg
9,492
Participants Very large workforce
99th
Percentile by assets National rank
$302,560
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gundersen Lutheran Employees' Retirement Plan · Sponsored by Gundersen Lutheran Administrative Services, Inc. · Wisconsin · Healthcare & Social Assistance

$2.9B in assets, 9,492 participants

Gundersen Lutheran Administrative Services, Inc.'s Gundersen Lutheran Employees' Retirement Plan reported $2.9B in total assets and 9,492 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #16,845 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Gundersen Lutheran Employees' Retirement Plan covers 9,492 participants in Wisconsin, 17x the typical Wisconsin plan (state average ~563 per filing). Assets: $2.9B.

#16,845
in Healthcare & Social Assistance (16,916 peers)
+14.1%
assets growth YoY
29×
vs typical plan assets (national mean)

Gundersen Lutheran Employees' Retirement Plan's outsized position by total assets

Gundersen Lutheran Employees' Retirement Plan vs every filed plan by assets

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

$2,871,898,387 Top 1% higher than 99% 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

Gundersen Lutheran Employees' Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gundersen Lutheran Employees' Retirement Plan lands in the large band (9,492 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gundersen Lutheran Employees' Retirement Plan reported participants rose from 7,313 in the plan year 2023 filing to 9,492 in the plan year 2024 filing.
  • Gundersen Lutheran Employees' Retirement Plan end-of-year assets rose from $2.5B in the plan year 2023 filing to $2.9B in the plan year 2024 filing.
  • Gundersen Lutheran Employees' Retirement Plan reported net income fell from $351M in the plan year 2023 filing to $323M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391606449 · Gundersen Lutheran Administrative Services, Inc. PY 2024 · 401(k)

Gundersen Lutheran Employees' Retirement Plan · $2.9B · 9,492 · 99th

  • NET $2.9B
  • BOOK 9,492
  • VS-ST 99th
  • BOY 401(k)
  • SCH near Raymond James Financial, Inc. 401(k) Plan
  • EBSA ind #16845

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 →

Gundersen Lutheran Employees' Retirement Plan in the asset neighbourhood

Ally Financial Inc. Retirement Savings PlanAlly Financial Inc. Retireme…$2.9BGundersen Lutheran Employees' Retirement PlanGundersen Lutheran Employees…$2.9BRaymond James Financial, Inc. 401(k) PlanRaymond James Financial, Inc…$2.9BHartford Healthcare 401(k) Retirement PlanHartford Healthcare 401(k) R…$2.9BPiedmont Healthcare, Inc. 401(k) TomorrowplanPiedmont Healthcare, Inc. 40…$2.9B
End-of-year total assets ($B) among Gundersen Lutheran Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$2.5B
Net Assets (End of Year)$2.9B
Net Income$323M
Employer EIN391606449
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gundersen Lutheran Administrative Services, Inc.)

Sponsor-wide plan assets over time

All Gundersen Lutheran Administrative Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.9B 32.95952097263731% vs 2022
2024 filing year
$2B$2.5B$3B 202220232024 $2.16B $2.87B ▲ +32.9%
Year Plans Participants Total Assets
2022 1 7,026 $2.2B
2023 1 7,313 $2.5B
2024 1 9,492 $2.9B

Nearby 401(k) Plans in Wisconsin

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

Gundersen Lutheran Employees' Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 24681012 Total assets ($B) Participants Gundersen Lutheran Employees' Retirement Plan, Total assets ($B): 2.871898387 · Participants: 9492Gundersen Lutheran Employees' Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Gundersen Lutheran Employees' Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Gundersen Lutheran Employees' Retirement Plan side-by-side with 3 peers →

Scale composition for Gundersen Lutheran Employees' Retirement Plan

Gundersen Lutheran Employees' Retirement Plan reports $2.9B in end-of-year assets across 9,492 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $302,560 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2024 was $323M.

This plan identity (EIN 391606449, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.9B (+33.0%) while covered participants moved from 7,026 to 9,492 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,026 $2.2B Open filing
2023 7,313 $2.5B Open filing
2024 · index core 9,492 $2.9B This page

Gundersen Lutheran Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Raymond James Financial, Inc. 401(k) Plan in FL ($2.9B); by covered participants it is Beacon Mobility Transportation Employee Retirement Plan in OH (9,496 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (9,492 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 Gundersen Lutheran Employees' Retirement Plan assets move in 2024? ▼
Gundersen Lutheran Employees' Retirement Plan grew at a solid clip - up 14.1% during 2024, from $2.5B to $2.9B. Reported net income was $323M.
How have Gundersen Lutheran Administrative Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gundersen Lutheran Administrative Services, Inc.'s sponsor-wide assets grew 33.0%, from $2.2B to $2.9B.
Where does Gundersen Lutheran Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Gundersen Lutheran Employees' Retirement Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Gundersen Lutheran Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Raymond James Financial, Inc. 401(k) Plan in FL ($2.9B, 15,535 participants).
Which 401(k) plans cover a similar participant headcount to Gundersen Lutheran Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beacon Mobility Transportation Employee Retirement Plan in OH (9,496 participants, $89M 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 391606449.

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.