Defined Benefit (Pension) · DOL Form 5500 · 2022

Lakeland Financial Corporation Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
66
Participants Small participant base
32nd
Percentile by assets National rank
$27,569
Avg per participant Low balance/head
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Official DOL plan name: Lakeland Financial Corporation Employees' Pension Plan · Sponsored by Lakeland Financial Corporation · Indiana · Management of Enterprises

$2M in assets, 66 participants

Lakeland Financial Corporation's Lakeland Financial Corporation Employees' Pension Plan reported $2M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #224 in Management of Enterprises (1,193 peers)

2022 asset change

Lakeland Financial Corporation Employees' Pension Plan declined sharply 21.0% in 2022 ($2M → $2M) for 66 participants.

#224
in Management of Enterprises (1,193 peers)
-21.0%
assets change YoY

The plan reported a net loss of $484K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lakeland Financial Corporation Employees' Pension Plan among the smaller filed plans by assets

Lakeland Financial Corporation Employees' Pension Plan vs every filed plan by assets

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

$1,819,579 32nd percentile higher than 32% 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

Lakeland Financial Corporation Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeland Financial Corporation Employees' Pension Plan is a small filing (66 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 351559596 · Lakeland Financial Corporation PY 2022 · Defined Benefit (Pension)

Lakeland Financial Corporation Employees' Pension Plan · $2M · 66 · 32nd

  • IND $2M
  • EOY 66
  • 5500 32nd
  • ASSETS Defined Benefit (Pension)
  • PCT near Eva Longoria Inc Defined Benefit Pension Plan
  • EIN ind #224

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 Management of Enterprises retirement plans → · Plans in Indiana →

Lakeland Financial Corporation Employees' Pension Plan in the asset neighbourhood

Lakeland Financial Corporation Employees' Pension PlanLakeland Financial Corporati…$2MEva Longoria Inc Defined Benefit Pension PlanEva Longoria Inc Defined Ben…$2MNiagara Plastics Company Employees Pension PlanNiagara Plastics Company Emp…$2MBruce Bierman Design, Inc. Cash Balance PlanBruce Bierman Design, Inc. C…$2MMichael W. Moats, M.D., Inc. Defined Benefit Pension PlanMichael W. Moats, M.D., Inc.…$2M
End-of-year total assets ($M) among Lakeland Financial Corporation Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Lakeland Financial Corporation years around the 2022 move

Sponsor-wide plan assets over time

All Lakeland Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$123M 3.630501974088466% vs 2022
2024 filing year
$116M$118M$120M$122M$124M 202220232024 $118M $123M ▲ +3.6%
Year Plans Participants Total Assets
2022 2 672 $118M
2023 1 643 $119M
2024 1 649 $123M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$484K
Employer EIN351559596
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lakeland Financial Corporation Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Lakeland Financial Corporation Employees' Pension Plan, Total assets ($B): 0.001819579 · Participants: 66Lakeland Financial Corporation Employees' Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Lakeland Financial Corporation Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Lakeland Financial Corporation Employees' Pension Plan side-by-side with 3 peers →

Lakeland Financial Corporation Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Eva Longoria Inc Defined Benefit Pension Plan in CA ($2M); by covered participants it is Jlt (USA) Stable Value Plan - Tw Legacy in NY (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Lakeland Financial Corporation Employees' Pension Plan assets move in 2022? ▼
Lakeland Financial Corporation Employees' Pension Plan declined sharply - down 21.0% during 2022, from $2M to $2M. Reported net income was -$484K.
How have Lakeland Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeland Financial Corporation's sponsor-wide assets grew 3.6%, from $118M to $123M.
Which Defined Benefit (Pension) plans are similar in size to Lakeland Financial Corporation Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eva Longoria Inc Defined Benefit Pension Plan in CA ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lakeland Financial Corporation Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jlt (USA) Stable Value Plan - Tw Legacy in NY (66 participants, $5M in assets).

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) - original filing retrieval by EIN 351559596.

Read our methodology - how this data is sourced, computed, and verified.

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