Profit Sharing · DOL Form 5500 · 2022
Lakeland Regional Medical Center, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 7,487
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $20,744
- Avg per participant Low balance/head
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.
- #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.
- #19,137
- in Healthcare & Social Assistance (20,060 peers)
- -17.6%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
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.
Lakeland Regional Medical Center Retirement Plan Trust's outsized position by total assets
Lakeland Regional Medical Center Retirement Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$155,309,268 Top 5% higher than 95% 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 Retirement Plan Trust'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 Retirement Plan Trust lands in the large band (7,487 participants).
EBSA filing schedule strip
Filing strip 592650456 · Lakeland Regional Medical Center, Inc. PY 2022 · Profit Sharing
Lakeland Regional Medical Center Retirement Plan Trust · $155M · 7,487 · 95th
- PCT $155M
- PCT 7,487
- PCT 95th
- PCT Profit Sharing
- PCT near United Union of Roofers - Local 8 Annuity Fund
- PCT ind #19137
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 Retirement Plan Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $188M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | -$33M |
| Employer EIN | 592650456 |
| Plan Effective Date | 1989-07-01 |
| 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 Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $985M · 14,201
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
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:
- 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 Retirement Plan Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is United Union of Roofers - Local 8 Annuity Fund in NY ($156M); by covered participants it is University of Maryland Medical System 401(a) Defined Contribution Plan in MD (7,605 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
- United Union of Roofers - Local 8 Annuity Fund (NY) $156M · 1,795
- Scot Industries, Inc. Profit Sharing Trust (TX) $154M · 789
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan (GA) $154M · 2,400
- Iron Workers Defined Contribution Pension Fund Plan (MI) $157M · 4,767
Similar participant headcount
Nearest other-state filings by covered participants (7,487 participants); asset peers above are excluded.
- University of Maryland Medical System 401(a) Defined Contribution Plan (MD) 7,605 · 118 off
- Care New England 403(b) Match & Savings Plan (RI) 7,302 · 185 off
- United Food and Commercial Workers Local 1500 Annuity Plan (NY) 7,268 · 219 off
- New Jersey Building Laborers Statewide Annuity Fund (NJ) 7,223 · 264 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.