401(k) · DOL Form 5500 · 2024
Lutheran Social Services of Southern California 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 233
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $14,082
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California · Sponsored by Lutheran Social Services of Southern California · California · Other Services
$3M in assets, 233 participants
Lutheran Social Services of Southern California's 403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California reported $3M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #4,553 in Other Services (7,719 peers)
Coverage in California
403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California covers 233 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $3M.
- #4,553
- in Other Services (7,719 peers)
- +12.8%
- assets growth YoY
403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California's mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,281,102 35th percentile higher than 35% 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
403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California 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. 403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California sits mid-pack in the medium band (233 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California reported net income fell from $484K in the plan year 2023 filing to $371K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California reported participants rose from 224 in the plan year 2023 filing to 233 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 952225798 · Lutheran Social Services of Southern California PY 2024 · 401(k)
403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California · $3M · 233 · 35th
- VS-ST $3M
- BOY 233
- SCH 35th
- EBSA 401(k)
- PART near Naples Heritage Golf & Country Club Employee 401(k) Plan
- TYPE ind #4553
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 California →
403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $371K |
| Employer EIN | 952225798 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lutheran Social Services of Southern California)
Sponsor-wide plan assets over time
All Lutheran Social Services of Southern California plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 35.29514123697397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $2M |
| 2023 | 1 | 224 | $3M |
| 2024 | 1 | 233 | $3M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
403(b) Thrift Plan for Employees of Lutheran Social Services of Southern California's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Naples Heritage Golf & Country Club Employee 401(k) Plan in FL ($3M); by covered participants it is Mccloud Inc. 401(k) Plan in KY (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Naples Heritage Golf & Country Club Employee 401(k) Plan (FL) $3M · 74
- Equalizer Industries, Inc. 401(k) Plan (TX) $3M · 25
- 123. Net, Inc. 401(k) Plan (MI) $3M · 295
- Doc 401(k) Plan (TX) $3M · 240
Similar participant headcount
Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.
- Mccloud Inc. 401(k) Plan (KY) 233 · 0 off
- Verdun 401(k) Retirement Plan (TX) 233 · 0 off
- Korber Pharma Packaging Materials LLC 401(k) Plan (NJ) 233 · 0 off
- Craneworks, Inc. 401(k) Plan (AL) 233 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.