Other
2022 plan-year Other DOL Form 5500

The Lakes Community Health Center, Inc. 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Lakes Community Health Center, Inc. ยท Wisconsin ยท Healthcare & Social Assistance

What the 2023 filing shows

The Lakes Community Health Center, Inc. 403(b) Plan holds $16M for 366 participants - about $44,603 per participant, down 8.4% over the 2022 plan year.

$16M
total plan assets (2022 EOY)
366
covered participants
$44,603
avg assets per participant
-8.4%
assets change YoY

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

Total Assets (2023)
$16M
Participants
366
State
Industry
Healthcare & Social Assistance

What the Filing Says About The Lakes Community Health Center, Inc. 403(b) Plan

The Lakes Community Health Center, Inc. 403(b) Plan is a Other retirement plan sponsored by The Lakes Community Health Center, Inc., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 366 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 352297925, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $16M at year-end โ€” a decline of 8.4%. Net assets (after liabilities) closed the year at $16M, with reported net income of $-1,506,538 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$-1,506,538
Plan TypeOther
Employer EIN352297925
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lakes Community Health Center, Inc.)

Year Plans Participants Total Assets
2022 1 366 $16M
2023 1 371 $20M
2024 1 421 $26M

Nearby Other Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the The Lakes Community Health Center, Inc. 403(b) Plan?
As of the 2022 Form 5500 filing, The Lakes Community Health Center, Inc. 403(b) Plan holds $16M in total assets with 366 participants. It is sponsored by The Lakes Community Health Center, Inc..
What type of plan is The Lakes Community Health Center, Inc. 403(b) Plan?
The Lakes Community Health Center, Inc. 403(b) Plan is a Other plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 352297925.
Who sponsors the The Lakes Community Health Center, Inc. 403(b) Plan?
The Lakes Community Health Center, Inc. 403(b) Plan is sponsored by The Lakes Community Health Center, Inc., located in Wisconsin. The sponsor's EIN is 352297925 and the plan operates in the Healthcare & Social Assistance industry.
How did The Lakes Community Health Center, Inc. 403(b) Plan perform in 2022?
The Lakes Community Health Center, Inc. 403(b) Plan declined by 8.4% during 2022, moving from $18M to $16M in total assets. Net income was $-1,506,538.
Where can I find official filings for The Lakes Community Health Center, Inc. 403(b) Plan?
Official Form 5500 filings for The Lakes Community Health Center, Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 352297925 or plan name at efast.dol.gov.
How does The Lakes Community Health Center, Inc. 403(b) Plan compare to other plans?
You can compare The Lakes Community Health Center, Inc. 403(b) Plan against other Other plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 352297925.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.