401(k) · DOL Form 5500 · 2022

Lakeland Medical Associates 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
74
Participants Small participant base
71st
Percentile by assets National rank
$182,148
Avg per participant Above avg balance/head
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Official DOL plan name: Lakeland Medical Associates 401(k) Profit Sharing Plan · Sponsored by Lakeland Medical Associates · Texas · Healthcare & Social Assistance

$13M in assets, 74 participants

Lakeland Medical Associates's Lakeland Medical Associates 401(k) Profit Sharing Plan reported $13M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,122 in Healthcare & Social Assistance (20,060 peers)

Lakeland Medical Associates multi-year trail

Lakeland Medical Associates's plans moved +33.9% in assets from 2022 to 2024; this filing shows Lakeland Medical Associates 401(k) Profit Sharing Plan at $13M / 74 participants.

#15,122
in Healthcare & Social Assistance (20,060 peers)
-22.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lakeland Medical Associates 401(k) Profit Sharing Plan's outsized position by total assets

Lakeland Medical Associates 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,478,960 Top 29% higher than 71% of 139,123 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 2022

Lakeland Medical Associates 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeland Medical Associates 401(k) Profit Sharing Plan is a small filing (74 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 751662981 · Lakeland Medical Associates PY 2022 · 401(k)

Lakeland Medical Associates 401(k) Profit Sharing Plan · $13M · 74 · 71st

  • PHOTO $13M
  • PHOTO 74
  • PHOTO 71st
  • PHOTO 401(k)
  • PHOTO near Woodburn and Wedge Profit Sharing Plan
  • PHOTO ind #15122

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 Texas →

Lakeland Medical Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Lakeland Medical Associates 401(k) Profit Sharing PlanLakeland Medical Associates …$13MWoodburn and Wedge Profit Sharing PlanWoodburn and Wedge Profit Sh…$13MMonticello Bankshares, Inc. Retirement Savings PlanMonticello Bankshares, Inc. …$13MAdapt 401(k) Profit Sharing Plan & TrustAdapt 401(k) Profit Sharing …$13MPacific Fibre Products, Inc. 401(k) Profit Sharing PlanPacific Fibre Products, Inc.…$13M
End-of-year total assets ($M) among Lakeland Medical Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lakeland Medical Associates multi-year asset trail

Sponsor-wide plan assets over time

All Lakeland Medical Associates plans reported in each filing year

Latest sponsor-wide plan assets
$18M 33.933055666015775% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.5M $18.1M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 74 $13M
2023 1 81 $17M
2024 1 81 $18M

Lakeland Medical Associates filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$13M
Net Income-$4M
Employer EIN751662981
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lakeland Medical Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Lakeland Medical Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.01347896 · Participants: 74Lakeland Medical Associates 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Lakeland Medical Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lakeland Medical Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lakeland Medical Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Woodburn and Wedge Profit Sharing Plan in NV ($13M); by covered participants it is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lakeland Medical Associates 401(k) Profit Sharing Plan assets move in 2022? ▼
Lakeland Medical Associates 401(k) Profit Sharing Plan declined sharply - down 22.9% during 2022, from $17M to $13M. Reported net income was -$4M.
How have Lakeland Medical Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeland Medical Associates's sponsor-wide assets grew 33.9%, from $13M to $18M.
Which 401(k) plans are similar in size to Lakeland Medical Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodburn and Wedge Profit Sharing Plan in NV ($13M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Lakeland Medical Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751662981.

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.