401(k) · DOL Form 5500 · 2024
Lutheran Retirement Ministries 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 429
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $32,035
- Avg per participant Low balance/head
Official DOL plan name: Lutheran Retirement Ministries Employees' Retirement Plan and Trust · Sponsored by Lutheran Retirement Ministries · North Carolina · Other Services
$14M in assets, 429 participants
Lutheran Retirement Ministries's Lutheran Retirement Ministries Employees' Retirement Plan and Trust reported $14M in total assets and 429 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #6,093 in Other Services (7,719 peers)
Lutheran Retirement Ministries multi-year trail
Lutheran Retirement Ministries's plans moved +62.0% in assets from 2022 to 2024; this filing shows Lutheran Retirement Ministries Employees' Retirement Plan and Trust at $14M / 429 participants.
- #6,093
- in Other Services (7,719 peers)
- +26.4%
- assets growth YoY
Lutheran Retirement Ministries Employees' Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers
Lutheran Retirement Ministries Employees' Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,743,099 Top 37% higher than 63% 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 Retirement Ministries Employees' Retirement Plan and Trust 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 Retirement Ministries Employees' Retirement Plan and Trust sits mid-pack in the medium band (429 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lutheran Retirement Ministries Employees' Retirement Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Lutheran Retirement Ministries Employees' Retirement Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Lutheran Retirement Ministries Employees' Retirement Plan and Trust reported participants rose from 416 in the plan year 2023 filing to 429 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 561270984 · Lutheran Retirement Ministries PY 2024 · 401(k)
Lutheran Retirement Ministries Employees' Retirement Plan and Trust · $14M · 429 · 63rd
- BOOK $14M
- BOOK 429
- BOOK 63rd
- BOOK 401(k)
- BOOK near Alec 401(k) Retirement Plan
- BOOK ind #6093
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 North Carolina →
Lutheran Retirement Ministries Employees' Retirement Plan and Trust in the asset neighbourhood
Lutheran Retirement Ministries multi-year asset trail
Sponsor-wide plan assets over time
All Lutheran Retirement Ministries plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 61.9599356218902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 390 | $8M |
| 2023 | 1 | 416 | $11M |
| 2024 | 1 | 429 | $14M |
Lutheran Retirement Ministries filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 561270984 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Lutheran Retirement Ministries Employees' Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Alec 401(k) Retirement Plan in IL ($14M); by covered participants it is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ (429 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Alec 401(k) Retirement Plan (IL) $14M · 101
- Family & Nursing Care, Inc. 401(k) Plan (MD) $14M · 835
- Carton Service Csi, LLC 401(k) Plan (OH) $14M · 107
- Absci Corporation 401(k) Plan (WA) $14M · 142
Similar participant headcount
Nearest other-state filings by covered participants (429 participants); asset peers above are excluded.
- Longbridge Financial LLC 401(k) Profit Sharing Plan (NJ) 429 · 0 off
- Premier America Retirement and Savings Plan (CA) 429 · 0 off
- Orrstown Bank 401(k) Plan (PA) 429 · 0 off
- Production Sheet Metal Workers' Local 10 Retirement Plan (MN) 429 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.