Profit Sharing · DOL Form 5500 · 2022

Lakeland Regional Medical Center, Inc. Profit Sharing Plan

Data updated 2026-08-11

$155M
Total assets
7,487
Participants
95th
Percentile by assets
$20,744
Avg per participant
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Official DOL plan name: Lakeland Regional Medical Center Retirement Plan Trust · Sponsored by Lakeland Regional Medical Center, Inc. · Florida · Healthcare & Social Assistance

$155M in assets, 7,487 participants

Lakeland Regional Medical Center, Inc.'s Lakeland Regional Medical Center Retirement Plan Trust reported $155M in total assets and 7,487 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #19,137 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Lakeland Regional Medical Center Retirement Plan Trust covers 7,487 participants in Florida, 12x the typical Florida plan (state average ~628 per filing). Assets: $155M.

$155M
total plan assets (2022 EOY)
7,487
covered participants
95th
percentile by assets (of 139,126 plans)
$20,744
avg assets per participant

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Lakeland Regional Medical Center Retirement Plan Trust reports 7,487 participants - 12x that state average ($155M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$188M
Net Assets (End of Year)$155M
Net Income-$33M
Employer EIN592650456
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeland Regional Medical Center, Inc.)

$400M$450M$500M$550M$600M$650M 202220232024 $456M $615M ▲ +34.9%
Total plan assets by year, all Lakeland Regional Medical Center, Inc. plans on file
Year Plans Participants Total Assets
2022 2 13,691 $456M
2023 2 11,163 $551M
2024 2 12,335 $615M

Nearby Profit Sharing Plans in Florida

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

Lakeland Regional Medical Center Retirement Plan Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants

Lakeland Regional Medical Center Retirement Plan Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -1012345 Total assets ($B) Participants Lakeland Regional Me…Retirement Wealth Bu…Raymond James Financ…Orlando Health, Inc.…Shands Health Care M…American Maritime Of…
Lakeland Regional Medical Center Retirement Plan Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants

Scale composition for Lakeland Regional Medical Center Retirement Plan Trust

Lakeland Regional Medical Center Retirement Plan Trust reports $155M in end-of-year assets across 7,487 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $20,744 per participant (15% of the national average assets-per-participant) . Net income for plan year 2022 was -$33M.

This plan identity (EIN 592650456, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $155M to $189M (+22.0%) while covered participants moved from 7,487 to 5,019 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,487 $155M This page
2023 4,477 $177M Open filing
2024 · index core 5,019 $189M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Lakeland Regional Medical Center Retirement Plan Trust by total assets, not by location.

Frequently Asked Questions

How did Lakeland Regional Medical Center Retirement Plan Trust assets move in 2022?
Lakeland Regional Medical Center Retirement Plan Trust declined sharply - down 17.6% during 2022, from $188M to $155M. Reported net income was -$33M.
How have Lakeland Regional Medical Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lakeland Regional Medical Center, Inc.'s sponsor-wide assets grew 34.9%, from $456M to $615M.
Where does Lakeland Regional Medical Center Retirement Plan Trust rank by assets among Form 5500 filers?
Lakeland Regional Medical Center Retirement Plan Trust ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Lakeland Regional Medical Center Retirement Plan Trust?
Among Profit Sharing plans in other states, the closest by assets is United Union of Roofers - Local 8 Annuity Fund in NY ($156M, 1,795 participants).

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Filing takeaways

Ways to act on Lakeland Regional Medical Center Retirement Plan Trust's numbers.