Other · DOL Form 5500 · 2022

Lakeview Methodist Health Care Center Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
134
Participants Small participant base
29th
Percentile by assets National rank
$10,261
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Lakeview Retirement Plan · Sponsored by Lakeview Methodist Health Care Center · Minnesota · Healthcare & Social Assistance

$1M in assets, 134 participants

Lakeview Methodist Health Care Center's Lakeview Retirement Plan reported $1M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,453 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Lakeview Retirement Plan covers 134 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $1M.

#5,453
in Healthcare & Social Assistance (20,060 peers)
-15.5%
assets change YoY

The plan reported a net loss of $252K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lakeview Retirement Plan among the smaller filed plans by assets

Lakeview Retirement Plan vs every filed plan by assets

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

$1,375,022 29th percentile higher than 29% 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

Lakeview Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Retirement Plan sits mid-pack in the medium band (134 participants).

DOL schedule card

Filing strip 410874740 · Lakeview Methodist Health Care Center PY 2022 · Other

Lakeview Retirement Plan · $1M · 134 · 29th

  • EBSA $1M
  • PART 134
  • TYPE 29th
  • NET Other
  • BOOK near Uplift Family Services 403(b) Plan
  • VS-ST ind #5453

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 Minnesota →

Lakeview Retirement Plan in the asset neighbourhood

Lakeview Retirement Plan$1MUplift Family Services 403(b) PlanUplift Family Services 403(b…$1MPelican Educational Foundation Inc. Retirement PlanPelican Educational Foundati…$1MThe Arc of Fayette County 403(b) PlanThe Arc of Fayette County 40…$1MGlobal Kids 403(b) DC Plan$1M
End-of-year total assets ($M) among Lakeview Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$252K
Employer EIN410874740
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

Lakeview Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Lakeview Retirement Plan, Total assets ($B): 0.001375022 · Participants: 134Lakeview Retirement PlanMayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
Lakeview Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Lakeview Retirement Plan side-by-side with 3 peers →

Lakeview Retirement Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Uplift Family Services 403(b) Plan in CA ($1M); by covered participants it is University of Western States 403(b) Plan in OR (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Lakeview Retirement Plan assets move in 2022? ▼
Lakeview Retirement Plan declined sharply - down 15.5% during 2022, from $2M to $1M. Reported net income was -$252K.
Which Other plans are similar in size to Lakeview Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Uplift Family Services 403(b) Plan in CA ($1M, 890 participants).
Which Other plans cover a similar participant headcount to Lakeview Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Western States 403(b) Plan in OR (134 participants, $34M 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 410874740.

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.