401(k) · DOL Form 5500 · 2024

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

Data updated 2026-07-24

$2.9B
Total assets: 9,492
Participants: 99th
Percentile by assets: $302,560
Avg per participant

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.

99th percentile by assets (of 116,472 plans)

Coverage in Wisconsin

Gundersen Lutheran Employees' Retirement Plan covers 9,492 participants in Wisconsin, 17x the typical Wisconsin plan (state average ~565 per filing). Assets: $2.9B.

$2.9B
total plan assets (2024 EOY): 9,492
covered participants: 99th
percentile by assets (of 116,472 plans): $302,560
avg assets per participant

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 →

State

Wisconsin

Industry

Healthcare & Social Assistance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Gundersen Lutheran Employees' Retirement Plan reports 9,492 participants - 17x that state average ($2.9B EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)	$2.5B
Net Assets (End of Year)	$2.9B
Net Income	$323M
Employer EIN	391606449
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Gundersen Lutheran Administrative Services, Inc. plans on file

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

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Gundersen Lutheran Employees' Retirement… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gundersen Lutheran Employees' Retirement Plan by total assets, not by location.

Raymond James Financial, Inc. 401(k) Plan (FL) $2.9B · 15,535
Ally Financial Inc. Retirement Savings Plan (MI) $2.9B · 10,999
Hartford Healthcare 401(k) Retirement Plan (CT) $2.9B · 27,517
Piedmont Healthcare, Inc. 401(k) Tomorrowplan (GA) $2.9B · 33,958

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 116,472 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).

Next read for Gundersen Lutheran Employees' Retirement…

Filing takeaways

Ways to act on Gundersen Lutheran Employees' Retirement Plan's numbers.

By total assets, Gundersen Lutheran Employees' Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Gundersen Lutheran Administrative Services, Inc.'s sponsor-wide assets have grown 33.0% 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 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.