401(k) · DOL Form 5500 · 2024

Lutheran Family Services of Virginia, Inc. Dba Encircle 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
398
Participants Below avg headcount
64th
Percentile by assets National rank
$36,701
Avg per participant Low balance/head
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Official DOL plan name: Lutheran Family Services of Virginia, Inc. 401(k) Plan · Sponsored by Lutheran Family Services of Virginia, Inc. Dba Encircle · Virginia · Healthcare & Social Assistance

$15M in assets, 398 participants

Lutheran Family Services of Virginia, Inc. Dba Encircle's Lutheran Family Services of Virginia, Inc. 401(k) Plan reported $15M in total assets and 398 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.

  • #11,655 in Healthcare & Social Assistance (16,916 peers)

Lutheran Family Services of Virginia, Inc. Dba Encircle multi-year trail

Lutheran Family Services of Virginia, Inc. Dba Encircle's plans moved +51.8% in assets from 2022 to 2024; this filing shows Lutheran Family Services of Virginia, Inc. 401(k) Plan at $15M / 398 participants.

#11,655
in Healthcare & Social Assistance (16,916 peers)
+21.7%
assets growth YoY

Lutheran Family Services of Virginia, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lutheran Family Services of Virginia, Inc. 401(k) Plan vs every filed plan by assets

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

$14,607,007 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

Lutheran Family Services of Virginia, Inc. 401(k) 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 Family Services of Virginia, Inc. 401(k) Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lutheran Family Services of Virginia, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Lutheran Family Services of Virginia, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lutheran Family Services of Virginia, Inc. 401(k) Plan reported participants rose from 381 in the plan year 2023 filing to 398 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 541222012 · Lutheran Family Services of Virginia, Inc. Dba Encircle PY 2024 · 401(k)

Lutheran Family Services of Virginia, Inc. 401(k) Plan · $15M · 398 · 64th

  • EIN $15M
  • EIN 398
  • EIN 64th
  • EIN 401(k)
  • EIN near Steelman Partners, LLP 401(k) Plan
  • EIN ind #11655

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 Virginia →

Lutheran Family Services of Virginia, Inc. 401(k) Plan in the asset neighbourhood

Lutheran Family Services of Virginia, Inc. 401(k) PlanLutheran Family Services of …$15MSteelman Partners, LLP 401(k) PlanSteelman Partners, LLP 401(k…$15MCalifornia Retina Consultants 401(k) PlanCalifornia Retina Consultant…$15MVoss Electric Company 401(k) PlanVoss Electric Company 401(k)…$15MPegasus Residential, LLC 401(k) PlanPegasus Residential, LLC 401…$15M
End-of-year total assets ($M) among Lutheran Family Services of Virginia, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lutheran Family Services of Virginia, Inc. Dba Encircle multi-year asset trail

Sponsor-wide plan assets over time

All Lutheran Family Services of Virginia, Inc. Dba Encircle plans reported in each filing year

Latest sponsor-wide plan assets
$15M 51.784782229415725% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.62M $14.6M ▲ +51.9%
Year Plans Participants Total Assets
2022 1 351 $10M
2023 1 381 $12M
2024 1 398 $15M

Lutheran Family Services of Virginia, Inc. Dba Encircle filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN541222012
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Lutheran Family Services of Virginia, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lutheran Family Services of Virginia, Inc. 401(k) Plan, Total assets ($B): 0.014607007 · Participants: 398Lutheran Family Services of Virginia, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Lutheran Family Services of Virginia, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Lutheran Family Services of Virginia, Inc. 401(k) Plan side-by-side with 3 peers →

Lutheran Family Services of Virginia, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Steelman Partners, LLP 401(k) Plan in NV ($15M); by covered participants it is Hoover Treated Wood Products, Inc. 401(k) Retirement Plan in GA (398 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Family Services of Virginia, Inc. 401(k) Plan assets move in 2024? ▼
Lutheran Family Services of Virginia, Inc. 401(k) Plan grew sharply - up 21.7% during 2024, from $12M to $15M. Reported net income was $3M.
How have Lutheran Family Services of Virginia, Inc. Dba Encircle plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lutheran Family Services of Virginia, Inc. Dba Encircle's sponsor-wide assets grew 51.8%, from $10M to $15M.
Which 401(k) plans are similar in size to Lutheran Family Services of Virginia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steelman Partners, LLP 401(k) Plan in NV ($15M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Lutheran Family Services of Virginia, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoover Treated Wood Products, Inc. 401(k) Retirement Plan in GA (398 participants, N/A 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 541222012.

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.