Other · DOL Form 5500 · 2024
Lutheran Seniorlife/Passavant Retirement & Health Center Retirement Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 1,189
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $44,796
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Seniorlife Employees' Retirement Savings Plan · Sponsored by Lutheran Seniorlife/Passavant Retirement & Health Center · Pennsylvania · Healthcare & Social Assistance
$53M in assets, 1,189 participants
Lutheran Seniorlife/Passavant Retirement & Health Center's Lutheran Seniorlife Employees' Retirement Savings Plan reported $53M in total assets and 1,189 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #14,723 in Healthcare & Social Assistance (16,916 peers)
Where Lutheran Seniorlife Employees' Retirement Savings Plan sits by assets
Lutheran Seniorlife Employees' Retirement Savings Plan sits in the top quartile of all filed plans by assets, $53M for 1,189 participants (~$44,796/participant), up 8.6% in 2024.
- #14,723
- in Healthcare & Social Assistance (16,916 peers)
- +8.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Lutheran Seniorlife Employees' Retirement Savings Plan's outsized position by total assets
Lutheran Seniorlife Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,262,740 Top 15% higher than 85% 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
Lutheran Seniorlife Employees' Retirement Savings 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. Lutheran Seniorlife Employees' Retirement Savings Plan lands in the large band (1,189 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lutheran Seniorlife Employees' Retirement Savings Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Lutheran Seniorlife Employees' Retirement Savings Plan end-of-year assets rose from $49M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Lutheran Seniorlife Employees' Retirement Savings Plan reported participants rose from 1,177 in the plan year 2023 filing to 1,189 in the plan year 2024 filing.
DOL schedule card
Filing strip 251527666 · Lutheran Seniorlife/Passavant Retirement & Health Center PY 2024 · Other
Lutheran Seniorlife Employees' Retirement Savings Plan · $53M · 1,189 · 85th
- IND $53M
- IND 1,189
- IND 85th
- IND Other
- IND near Children's Miracle Network 403(b) Plan
- IND ind #14723
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 Pennsylvania →
Lutheran Seniorlife Employees' Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $4M |
| Employer EIN | 251527666 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lutheran Seniorlife/Passavant Retirement & Health Center)
Sponsor-wide plan assets over time
All Lutheran Seniorlife/Passavant Retirement & Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 26.410888681690547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,256 | $42M |
| 2023 | 1 | 1,177 | $49M |
| 2024 | 1 | 1,189 | $53M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Lutheran Seniorlife Employees' Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Children's Miracle Network 403(b) Plan in UT ($53M); by covered participants it is Abilene Christian University 403(b) Retirement Plan in TX (1,190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,189 participants); asset peers above are excluded.
- Abilene Christian University 403(b) Retirement Plan (TX) 1,190 · 1 off
- Bowen Health 403(b) Plan (IN) 1,187 · 2 off
- University of Maryland Capital Region Health Retirement Savings Plan (MD) 1,187 · 2 off
- Union Hospital 403(b) Savings Plan (OH) 1,193 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.