401(k) · DOL Form 5500 · 2024

Lutheran Immigration and Refugee Service 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
546
Participants Below avg headcount
70th
Percentile by assets National rank
$36,821
Avg per participant Low balance/head
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Official DOL plan name: Lutheran Immigration and Refugee Service 403(b) Plan · Sponsored by Lutheran Immigration and Refugee Service · Maryland · Other Services

$20M in assets, 546 participants

Lutheran Immigration and Refugee Service's Lutheran Immigration and Refugee Service 403(b) Plan reported $20M in total assets and 546 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,457 in Other Services (7,719 peers)

Lutheran Immigration and Refugee Service multi-year trail

Lutheran Immigration and Refugee Service's plans moved +96.5% in assets from 2022 to 2024; this filing shows Lutheran Immigration and Refugee Service 403(b) Plan at $20M / 546 participants.

#6,457
in Other Services (7,719 peers)
+43.7%
assets growth YoY

Lutheran Immigration and Refugee Service 403(b) Plan's outsized position by total assets

Lutheran Immigration and Refugee Service 403(b) Plan vs every filed plan by assets

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

$20,104,408 Top 30% higher than 70% 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 Immigration and Refugee Service 403(b) 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 Immigration and Refugee Service 403(b) Plan sits mid-pack in the medium band (546 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lutheran Immigration and Refugee Service 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Lutheran Immigration and Refugee Service 403(b) Plan reported participants rose from 361 in the plan year 2023 filing to 546 in the plan year 2024 filing.
  • Lutheran Immigration and Refugee Service 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132574854 · Lutheran Immigration and Refugee Service PY 2024 · 401(k)

Lutheran Immigration and Refugee Service 403(b) Plan · $20M · 546 · 70th

  • IND $20M
  • EOY 546
  • 5500 70th
  • ASSETS 401(k)
  • PCT near United Chester Industries, Inc. 401(k) Plan
  • EIN ind #6457

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 Other Services retirement plans → · Plans in Maryland →

Lutheran Immigration and Refugee Service 403(b) Plan in the asset neighbourhood

Pacific Dealership Group Retirement PlanPacific Dealership Group Ret…$20MLutheran Immigration and Refugee Service 403(b) PlanLutheran Immigration and Ref…$20MUnited Chester Industries, Inc. 401(k) PlanUnited Chester Industries, I…$20MPermco 401(k) Profit Sharing PlanPermco 401(k) Profit Sharing…$20MNhk Seating of America, Inc. 401(k) Ps Plan and TrustNhk Seating of America, Inc.…$20M
End-of-year total assets ($M) among Lutheran Immigration and Refugee Service 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lutheran Immigration and Refugee Service multi-year asset trail

Sponsor-wide plan assets over time

All Lutheran Immigration and Refugee Service plans reported in each filing year

Latest sponsor-wide plan assets
$20M 96.45731254117614% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.2M $20.1M ▲ +96.5%
Year Plans Participants Total Assets
2022 1 206 $10M
2023 1 361 $14M
2024 1 546 $20M

Lutheran Immigration and Refugee Service filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$20M
Net Income$6M
Employer EIN132574854
Plan Effective Date2020-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Lutheran Immigration and Refugee Service 403(b) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lutheran Immigration and Refugee Service 403(b) Plan, Total assets ($B): 0.020104408 · Participants: 546Lutheran Immigration and Refugee Service 403(b) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Lutheran Immigration and Refugee Service 403(b) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Lutheran Immigration and Refugee Service 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is United Chester Industries, Inc. 401(k) Plan in TX ($20M); by covered participants it is The Robins Financial Credit Union 401(k) Savings and Investment Plan and in GA (546 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (546 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 Immigration and Refugee Service 403(b) Plan assets move in 2024?
Lutheran Immigration and Refugee Service 403(b) Plan surged - up 43.7% during 2024, from $14M to $20M. Reported net income was $6M.
How have Lutheran Immigration and Refugee Service plan assets changed over time?
Across 3 plan years on file (2022-2024), Lutheran Immigration and Refugee Service's sponsor-wide assets grew 96.5%, from $10M to $20M.
Which 401(k) plans are similar in size to Lutheran Immigration and Refugee Service 403(b) Plan?
Among 401(k) plans in other states, the closest by assets is United Chester Industries, Inc. 401(k) Plan in TX ($20M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Lutheran Immigration and Refugee Service 403(b) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Robins Financial Credit Union 401(k) Savings and Investment Plan and in GA (546 participants, $61M in assets).