Other · DOL Form 5500 · 2022

The Lakes Community Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
366
Participants Below avg headcount
74th
Percentile by assets National rank
$44,603
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lakes Community Health Center, Inc. 403(b) Plan · Sponsored by The Lakes Community Health Center, Inc. · Wisconsin · Healthcare & Social Assistance

$16M in assets, 366 participants

The Lakes Community Health Center, Inc.'s The Lakes Community Health Center, Inc. 403(b) Plan reported $16M in total assets and 366 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,711 in Healthcare & Social Assistance (20,060 peers)

The Lakes Community Health Center, Inc. multi-year trail

The Lakes Community Health Center, Inc.'s plans moved +59.5% in assets from 2022 to 2024; this filing shows The Lakes Community Health Center, Inc. 403(b) Plan at $16M / 366 participants.

#15,711
in Healthcare & Social Assistance (20,060 peers)
-8.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Lakes Community Health Center, Inc. 403(b) Plan's outsized position by total assets

The Lakes Community Health Center, Inc. 403(b) Plan vs every filed plan by assets

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

$16,324,717 Top 26% higher than 74% 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

The Lakes Community Health Center, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lakes Community Health Center, Inc. 403(b) Plan sits mid-pack in the medium band (366 participants).

EBSA filing schedule strip

Filing strip 352297925 · The Lakes Community Health Center, Inc. PY 2022 · Other

The Lakes Community Health Center, Inc. 403(b) Plan · $16M · 366 · 74th

  • TYPE $16M
  • NET 366
  • BOOK 74th
  • VS-ST Other
  • BOY near United States Energy Foundation 403(b) Retirement Plan
  • SCH ind #15711

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 Wisconsin →

The Lakes Community Health Center, Inc. 403(b) Plan in the asset neighbourhood

Foothill Family Service 403b PlanFoothill Family Service 403b…$16MThe Lakes Community Health Center, Inc. 403(b) PlanThe Lakes Community Health C…$16MUnited States Energy Foundation 403(b) Retirement PlanUnited States Energy Foundat…$16MCherokee Regional Medical Center Tax Deferred Annuity PlanCherokee Regional Medical Ce…$16MGaudenzia 403b Plan$16M
End-of-year total assets ($M) among The Lakes Community Health Center, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

The Lakes Community Health Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Lakes Community Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 59.536376648979584% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.3M $26M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 366 $16M
2023 1 371 $20M
2024 1 421 $26M

The Lakes Community Health Center, Inc. filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN352297925
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

The Lakes Community Health Center, Inc. 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants The Lakes Community Health Center, Inc. 403(b) Plan, Total assets ($B): 0.016324717 · Participants: 366The Lakes Community Health Center, Inc. 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
The Lakes Community Health Center, Inc. 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants

The Lakes Community Health Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is United States Energy Foundation 403(b) Retirement Plan in CA ($16M); by covered participants it is Immaculata University DC Retirement Plan in PA (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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 The Lakes Community Health Center, Inc. 403(b) Plan assets move in 2022?
The Lakes Community Health Center, Inc. 403(b) Plan pulled back noticeably - down 8.4% during 2022, from $18M to $16M. Reported net income was -$2M.
How have The Lakes Community Health Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Lakes Community Health Center, Inc.'s sponsor-wide assets grew 59.5%, from $16M to $26M.
Which Other plans are similar in size to The Lakes Community Health Center, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is United States Energy Foundation 403(b) Retirement Plan in CA ($16M, 83 participants).
Which Other plans cover a similar participant headcount to The Lakes Community Health Center, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Immaculata University DC Retirement Plan in PA (366 participants, $36M in assets).