The Lutheran University Assoc
Plan context: Valparaiso University Retirement Plan
EIN 35-0868125 • Valparaiso, IN • 67 filings • 15 plans
Current Snapshot
Latest Year
2024
2024 Participants
761
2024 Assets
$236,208,637
2024 Contributions
$6,895,693
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 761 | $236,208,637 | $6,895,693 | $9,061iApproximate average salary by contribution assumption: employee only about $226,534 at 4% or $151,023 at 6%; with 50% employer match about $151,023 at 4% or $100,682 at 6%; with 100% employer match about $113,267 at 4% or $75,511 at 6%. |
| Valparaiso University Retirement Plan | - | 761 | $236,208,637 | $6,895,693 | $9,061iApproximate average salary by contribution assumption: employee only about $226,534 at 4% or $151,023 at 6%; with 50% employer match about $151,023 at 4% or $100,682 at 6%; with 100% employer match about $113,267 at 4% or $75,511 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 500 | - | - | - |
| 2023 | 2 | 752 | $224,652,628 | $5,836,186 | $7,761iApproximate average salary by contribution assumption: employee only about $194,022 at 4% or $129,348 at 6%; with 50% employer match about $129,348 at 4% or $86,232 at 6%; with 100% employer match about $97,011 at 4% or $64,674 at 6%. |
| Valparaiso University Retirement Plan | - | 752 | $224,652,628 | $5,836,186 | $7,761iApproximate average salary by contribution assumption: employee only about $194,022 at 4% or $129,348 at 6%; with 50% employer match about $129,348 at 4% or $86,232 at 6%; with 100% employer match about $97,011 at 4% or $64,674 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 512 | - | - | - |
| 2022 | 2 | 817 | $209,002,189 | $5,859,451 | $7,172iApproximate average salary by contribution assumption: employee only about $179,298 at 4% or $119,532 at 6%; with 50% employer match about $119,532 at 4% or $79,688 at 6%; with 100% employer match about $89,649 at 4% or $59,766 at 6%. |
| Valparaiso University Retirement Plan | - | 817 | $209,002,189 | $5,859,451 | $7,172iApproximate average salary by contribution assumption: employee only about $179,298 at 4% or $119,532 at 6%; with 50% employer match about $119,532 at 4% or $79,688 at 6%; with 100% employer match about $89,649 at 4% or $59,766 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 510 | - | - | - |
| 2021 | 2 | 1,156 | $246,255,031 | $3,379,772 | $2,924iApproximate average salary by contribution assumption: employee only about $73,092 at 4% or $48,728 at 6%; with 50% employer match about $48,728 at 4% or $32,485 at 6%; with 100% employer match about $36,546 at 4% or $24,364 at 6%. |
| Valparaiso University Retirement Plan | - | 1,156 | $246,255,031 | $3,379,772 | $2,924iApproximate average salary by contribution assumption: employee only about $73,092 at 4% or $48,728 at 6%; with 50% employer match about $48,728 at 4% or $32,485 at 6%; with 100% employer match about $36,546 at 4% or $24,364 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 561 | - | - | - |
| 2020 | 2 | 1,181 | $234,892,693 | $6,772,890 | $5,735iApproximate average salary by contribution assumption: employee only about $143,372 at 4% or $95,581 at 6%; with 50% employer match about $95,581 at 4% or $63,721 at 6%; with 100% employer match about $71,686 at 4% or $47,791 at 6%. |
| Valparaiso University Retirement Plan | - | 1,181 | $234,892,693 | $6,772,890 | $5,735iApproximate average salary by contribution assumption: employee only about $143,372 at 4% or $95,581 at 6%; with 50% employer match about $95,581 at 4% or $63,721 at 6%; with 100% employer match about $71,686 at 4% or $47,791 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 791 | - | - | - |
| 2019 | 2 | 1,188 | $217,647,261 | $8,199,030 | $6,902iApproximate average salary by contribution assumption: employee only about $172,539 at 4% or $115,026 at 6%; with 50% employer match about $115,026 at 4% or $76,684 at 6%; with 100% employer match about $86,269 at 4% or $57,513 at 6%. |
| Valparaiso University Retirement Plan | - | 1,188 | $217,647,261 | $8,199,030 | $6,902iApproximate average salary by contribution assumption: employee only about $172,539 at 4% or $115,026 at 6%; with 50% employer match about $115,026 at 4% or $76,684 at 6%; with 100% employer match about $86,269 at 4% or $57,513 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 713 | - | - | - |
| 2018 | 2 | 1,170 | $192,695,731 | $7,887,844 | $6,742iApproximate average salary by contribution assumption: employee only about $168,544 at 4% or $112,362 at 6%; with 50% employer match about $112,362 at 4% or $74,908 at 6%; with 100% employer match about $84,272 at 4% or $56,181 at 6%. |
| Valparaiso University Retirement Plan | - | 1,170 | $192,695,731 | $7,887,844 | $6,742iApproximate average salary by contribution assumption: employee only about $168,544 at 4% or $112,362 at 6%; with 50% employer match about $112,362 at 4% or $74,908 at 6%; with 100% employer match about $84,272 at 4% or $56,181 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 749 | - | - | - |
| 2017 | 2 | 1,094 | $204,367,262 | $7,651,699 | $6,994iApproximate average salary by contribution assumption: employee only about $174,856 at 4% or $116,571 at 6%; with 50% employer match about $116,571 at 4% or $77,714 at 6%; with 100% employer match about $87,428 at 4% or $58,285 at 6%. |
| Valparaiso University Retirement Plan | - | 1,094 | $204,367,262 | $7,651,699 | $6,994iApproximate average salary by contribution assumption: employee only about $174,856 at 4% or $116,571 at 6%; with 50% employer match about $116,571 at 4% or $77,714 at 6%; with 100% employer match about $87,428 at 4% or $58,285 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 758 | - | - | - |
| 2016 | 2 | 957 | $184,719,208 | $8,135,252 | $8,501iApproximate average salary by contribution assumption: employee only about $212,520 at 4% or $141,680 at 6%; with 50% employer match about $141,680 at 4% or $94,453 at 6%; with 100% employer match about $106,260 at 4% or $70,840 at 6%. |
| Valparaiso University Retirement Plan | - | 957 | $184,719,208 | $8,135,252 | $8,501iApproximate average salary by contribution assumption: employee only about $212,520 at 4% or $141,680 at 6%; with 50% employer match about $141,680 at 4% or $94,453 at 6%; with 100% employer match about $106,260 at 4% or $70,840 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 815 | - | - | - |
| 2015 | 2 | 1,035 | $178,582,890 | $7,961,136 | $7,692iApproximate average salary by contribution assumption: employee only about $192,298 at 4% or $128,199 at 6%; with 50% employer match about $128,199 at 4% or $85,466 at 6%; with 100% employer match about $96,149 at 4% or $64,099 at 6%. |
| Valparaiso University Retirement Plan | - | 1,035 | $178,582,890 | $7,961,136 | $7,692iApproximate average salary by contribution assumption: employee only about $192,298 at 4% or $128,199 at 6%; with 50% employer match about $128,199 at 4% or $85,466 at 6%; with 100% employer match about $96,149 at 4% or $64,099 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 839 | - | - | - |
| 2014 | 2 | 1,008 | $180,828,548 | $8,427,003 | $8,360iApproximate average salary by contribution assumption: employee only about $209,003 at 4% or $139,335 at 6%; with 50% employer match about $139,335 at 4% or $92,890 at 6%; with 100% employer match about $104,502 at 4% or $69,668 at 6%. |
| Valparaiso University Retirement Plan | - | 1,008 | $180,828,548 | $8,427,003 | $8,360iApproximate average salary by contribution assumption: employee only about $209,003 at 4% or $139,335 at 6%; with 50% employer match about $139,335 at 4% or $92,890 at 6%; with 100% employer match about $104,502 at 4% or $69,668 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 821 | - | - | - |
| 2013 | 2 | 1,056 | $175,111,507 | $9,045,115 | $8,565iApproximate average salary by contribution assumption: employee only about $214,136 at 4% or $142,757 at 6%; with 50% employer match about $142,757 at 4% or $95,172 at 6%; with 100% employer match about $107,068 at 4% or $71,379 at 6%. |
| Valparaiso University Retirement Plan | - | 1,056 | $175,111,507 | $9,045,115 | $8,565iApproximate average salary by contribution assumption: employee only about $214,136 at 4% or $142,757 at 6%; with 50% employer match about $142,757 at 4% or $95,172 at 6%; with 100% employer match about $107,068 at 4% or $71,379 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 812 | - | - | - |
| 2012 | 2 | 1,104 | $155,817,315 | $7,569,951 | $6,857iApproximate average salary by contribution assumption: employee only about $171,421 at 4% or $114,281 at 6%; with 50% employer match about $114,281 at 4% or $76,187 at 6%; with 100% employer match about $85,710 at 4% or $57,140 at 6%. |
| Valparaiso University Retirement Plan | - | 1,104 | $155,817,315 | $7,569,951 | $6,857iApproximate average salary by contribution assumption: employee only about $171,421 at 4% or $114,281 at 6%; with 50% employer match about $114,281 at 4% or $76,187 at 6%; with 100% employer match about $85,710 at 4% or $57,140 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 796 | - | - | - |
| 2011 | 2 | 1,234 | $143,480,057 | $7,483,636 | $6,065iApproximate average salary by contribution assumption: employee only about $151,613 at 4% or $101,076 at 6%; with 50% employer match about $101,076 at 4% or $67,384 at 6%; with 100% employer match about $75,807 at 4% or $50,538 at 6%. |
| Valparaiso University Retirement Plan | - | 1,234 | $143,480,057 | $7,483,636 | $6,065iApproximate average salary by contribution assumption: employee only about $151,613 at 4% or $101,076 at 6%; with 50% employer match about $101,076 at 4% or $67,384 at 6%; with 100% employer match about $75,807 at 4% or $50,538 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 1,000 | - | - | - |
| 2010 | 2 | 1,154 | $143,574,124 | $6,470,482 | $5,607iApproximate average salary by contribution assumption: employee only about $140,175 at 4% or $93,450 at 6%; with 50% employer match about $93,450 at 4% or $62,300 at 6%; with 100% employer match about $70,088 at 4% or $46,725 at 6%. |
| Valparaiso University Retirement Plan | - | 1,154 | $143,574,124 | $6,470,482 | $5,607iApproximate average salary by contribution assumption: employee only about $140,175 at 4% or $93,450 at 6%; with 50% employer match about $93,450 at 4% or $62,300 at 6%; with 100% employer match about $70,088 at 4% or $46,725 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 1,007 | - | - | - |
| 2009 | 2 | 1,621 | $132,987,668 | $6,602,686 | $4,073iApproximate average salary by contribution assumption: employee only about $101,830 at 4% or $67,887 at 6%; with 50% employer match about $67,887 at 4% or $45,258 at 6%; with 100% employer match about $50,915 at 4% or $33,943 at 6%. |
| Valparaiso University Retirement Plan | - | 1,621 | $132,987,668 | $6,602,686 | $4,073iApproximate average salary by contribution assumption: employee only about $101,830 at 4% or $67,887 at 6%; with 50% employer match about $67,887 at 4% or $45,258 at 6%; with 100% employer match about $50,915 at 4% or $33,943 at 6%. |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 966 | - | - | - |
| 2008 | 3 | 730 | $0 | $0 | - |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 730 | - | - | - |
| VALPARAISO UNIVERSITY TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| Valparaiso University Retirement Plan | - | 0 | - | - | - |
| 2007 | 3 | 700 | $0 | $0 | - |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 700 | - | - | - |
| Valparaiso University Retirement Plan | - | 0 | - | - | - |
| VALPARAISO UNIVERSITY TAX DEFERRED ANNUITY PLAN | - | 0 | - | - | - |
| 2006 | 4 | 700 | $0 | $0 | - |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 700 | - | - | - |
| TIAA-CREF INSTITUTION OWNED GROUP RETIREMENT ANNUITY-DEFERRED COMP PLAN | - | 0 | - | - | - |
| Valparaiso University Retirement Plan | - | 0 | - | - | - |
| TIAA-CREF TAX-DEFERRED ANNUITY PLAN FOR EMPLOYEES OF VALPARAISO UNIVERSITY | - | 0 | - | - | - |
| 2005 | 4 | 677 | $0 | $0 | - |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 677 | - | - | - |
| Valparaiso University Retirement Plan | - | 0 | - | - | - |
| TIAA-CREF TAX-DEFERRED ANNUITY PLAN FOR EMPLOYEES OF VALPARAISO UNIVERSITY | - | 0 | - | - | - |
| TIAA-CREF INSTITUTION-OWNED GROUP RETIREMENT ANNUITY-DEFERRED COMP PLAN | - | 0 | - | - | - |
| 2004 | 4 | 642 | $0 | $0 | - |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 642 | - | - | - |
| Valparaiso University Retirement Plan | - | 0 | - | - | - |
| TIAA-CREF TAX-DEFERRED ANNUITY PLAN FOR EMPLOYEES OF VALPARAISO UNIVERSITY | - | 0 | - | - | - |
| TIAA-CREF INSTITUTION-OWNED GROUP RETIREMENT ANNUITY-DEFERRED COMP PLAN | - | 0 | - | - | - |
| 2003 | 4 | 568 | $0 | $0 | - |
| TIAA-CREF INSTITUTION-OWNED GROUP RETIREMENT ANNUITY-DEFERRED COMP PLAN | - | 0 | - | - | - |
| TIAA-CREF TAX-DEFERRED ANNUITY PLAN FOR EMPLOYEES OF VALPARAISO UNIVERSITY | - | 0 | - | - | - |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 568 | - | - | - |
| Valparaiso University Retirement Plan | - | 0 | - | - | - |
| 2002 | 4 | 675 | $0 | $0 | - |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 675 | - | - | - |
| TIAA-CREF INSTITUTION-OWNED GROUP RETIREMENT ANNUI TY-DEFERRED COMP PLAN | - | 0 | - | - | - |
| TIAA-CREF TAX-DEFERRED ANNUITY PLAN FOR EMPLOYEES OF VALPARAISO UNIVERSITY | - | 0 | - | - | - |
| Valparaiso University Retirement Plan | - | 0 | - | - | - |
| 2001 | 4 | 667 | $0 | $0 | - |
| TIAA CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF VALPARAISO UNIVERSITY | - | 0 | - | - | - |
| Valparaiso University Retirement Plan | - | 0 | - | - | - |
| TIAA-CREF INSTITUTION-OWNED GROUP RETIREMENT ANNUITY-DEFINED COMP PLAN | - | 0 | - | - | - |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 667 | - | - | - |
| 2000 | 4 | 684 | $0 | $0 | - |
| TIAA-CREF INSTITUTION-OWNED GROUP RETIREMENT ANNUITY-DEFERRED COMP PLAN | - | 0 | - | - | - |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 684 | - | - | - |
| Valparaiso University Retirement Plan | - | 0 | - | - | - |
| TIAA-CREF TAX-DEFERRED ANNUITY PLAN FOR EMPLOYEES OF VALPARAISO UNIVERSITY | - | 0 | - | - | - |
| 1999 | 1 | 593 | $0 | $0 | - |
| Comprehensive Health Plans for Valparaiso University Employee & Retirees | - | 593 | - | - | - |