401(k) · DOL Form 5500 · 2024

Lutheran Services in Iowa, Inc 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
424
Participants Below avg headcount
64th
Percentile by assets National rank
$34,933
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. · Sponsored by Lutheran Services in Iowa, Inc · Iowa · Healthcare & Social Assistance

$15M in assets, 424 participants

Lutheran Services in Iowa, Inc's 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. reported $15M in total assets and 424 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #11,703 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. holds $15M for 424 participants - about $34,933 per participant, above the median plan by assets.

#11,703
in Healthcare & Social Assistance (16,916 peers)
+1.8%
assets growth YoY

401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. vs every filed plan by assets

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

$14,811,778 Top 36% higher than 64% 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

401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. 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. 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. sits mid-pack in the medium band (424 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. reported net income fell from $428K in the plan year 2023 filing to $266K in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. reported participants fell from 491 in the plan year 2023 filing to 424 in the plan year 2024 filing.
  • 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420698267 · Lutheran Services in Iowa, Inc PY 2024 · 401(k)

401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. · $15M · 424 · 64th

  • BOOK $15M
  • BOOK 424
  • BOOK 64th
  • BOOK 401(k)
  • BOOK near Pve, LLC 401(k) Plan
  • BOOK ind #11703

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 Iowa →

401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc.401(k) Profit Sharing Plan f…$15MPve, LLC 401(k) Plan$15MRochester Auto Group 401(k) Profit Sharing PlanRochester Auto Group 401(k) …$15MDenney Electric Supply Company, Inc. 401(k) PlanDenney Electric Supply Compa…$15MSpectrum Health and Human Services Retirement TrustSpectrum Health and Human Se…$15M
End-of-year total assets ($M) among 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$266K
Employer EIN420698267
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lutheran Services in Iowa, Inc)

Sponsor-wide plan assets over time

All Lutheran Services in Iowa, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 4.916664659724062% vs 2022
2024 filing year
$14M$14.5M$15M 202220232024 $14.1M $14.8M ▲ +4.9%
Year Plans Participants Total Assets
2022 1 N/A $14M
2023 1 491 $15M
2024 1 424 $15M

Nearby 401(k) Plans in Iowa

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

401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc., Total assets ($B): 0.014811778 · Participants: 424401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc.The Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. side-by-side with 3 peers →

401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Pve, LLC 401(k) Plan in PA ($15M); by covered participants it is Verbal Beginnings LLC 401(k) Plan in MD (424 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (424 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 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. assets move in 2024? ▼
401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc. edged up modestly - up 1.8% during 2024, from $15M to $15M. Reported net income was $266K.
How have Lutheran Services in Iowa, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Services in Iowa, Inc's sponsor-wide assets grew 4.9%, from $14M to $15M.
Which 401(k) plans are similar in size to 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Pve, LLC 401(k) Plan in PA ($15M, 161 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Verbal Beginnings LLC 401(k) Plan in MD (424 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 420698267.

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.