Other · DOL Form 5500 · 2022
Lakeland Regional Medical Center, Inc. Retirement Plan
Data updated 2026-08-25
- $300M
- Total assets Above avg plan size
- 6,204
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $48,419
- Avg per participant Low balance/head
Official DOL plan name: Lakeland Regional Medical Center 403(b) Plan · Sponsored by Lakeland Regional Medical Center, Inc. · Florida · Healthcare & Social Assistance
$300M in assets, 6,204 participants
Lakeland Regional Medical Center, Inc.'s Lakeland Regional Medical Center 403(b) Plan reported $300M in total assets and 6,204 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,488 in Healthcare & Social Assistance (20,060 peers)
Coverage in Florida
Lakeland Regional Medical Center 403(b) Plan covers 6,204 participants in Florida, 9.9x the typical Florida plan (state average ~628 per filing). Assets: $300M.
- #19,488
- in Healthcare & Social Assistance (20,060 peers)
- -7.2%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lakeland Regional Medical Center 403(b) Plan's outsized position by total assets
Lakeland Regional Medical Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$300,393,265 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lakeland Regional Medical Center 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeland Regional Medical Center 403(b) Plan lands in the large band (6,204 participants).
DOL schedule card
Filing strip 592650456 · Lakeland Regional Medical Center, Inc. PY 2022 · Other
Lakeland Regional Medical Center 403(b) Plan · $300M · 6,204 · 97th
- IND $300M
- IND 6,204
- IND 97th
- IND Other
- IND near Skidmore 403(b) Retirement Plan
- IND ind #19488
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 Florida →
Lakeland Regional Medical Center 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $324M |
|---|---|
| Net Assets (End of Year) | $300M |
| Net Income | -$23M |
| Employer EIN | 592650456 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeland Regional Medical Center, Inc.)
Sponsor-wide plan assets over time
All Lakeland Regional Medical Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $615M 34.93144090116348% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,691 | $456M |
| 2023 | 2 | 11,163 | $551M |
| 2024 | 2 | 12,335 | $615M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Scale composition for Lakeland Regional Medical Center 403(b) Plan
Lakeland Regional Medical Center 403(b) Plan reports $300M in end-of-year assets across 6,204 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $48,419 per participant (35% of the national average assets-per-participant) . Net income for plan year 2022 was -$23M.
This plan identity (EIN 592650456, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $300M to $425M (+41.6%) while covered participants moved from 6,204 to 7,316 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,204 | $300M | This page |
| 2023 | 6,686 | $374M | Open filing |
| 2024 · index core | 7,316 | $425M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Lakeland Regional Medical Center 403(b) Plan (Other, $425M, 7,316 participants)
- Lakeland Regional Medical Center Retirement Plan Trust (Profit Sharing, $189M, 5,019 participants)
Lakeland Regional Medical Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Skidmore 403(b) Retirement Plan in NY ($300M); by covered participants it is New York University Supplemental Tax Deferred Annuity Plan in NY (6,209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($300M here).
- Skidmore 403(b) Retirement Plan (NY) $300M · 694
- Excela Health 403(b) Retirement Plan (PA) $301M · 4,307
- Oak Ridge Associated Universities 403(b) Retirement Plan (TN) $299M · 764
- St. Lawrence University 403(b) Retirement Plan (NY) $299M · 688
Similar participant headcount
Nearest other-state filings by covered participants (6,204 participants); asset peers above are excluded.
- New York University Supplemental Tax Deferred Annuity Plan (NY) 6,209 · 5 off
- Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings Plan (IL) 6,209 · 5 off
- United Health Services, Inc. 403(b) Retirement Plan (NY) 6,214 · 10 off
- Mercy Health Corporation Employees Retirement Plan (IL) 6,181 · 23 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.