Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC.

This Defined Benefit (Pension) plan holds $62M in total assets and serves 179 participants as of 2022. It is sponsored by LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. in Minnesota. The plan reported a net loss of $12M for the year.

Total Assets (2023)
$62M
Participants
179
State
Industry
Healthcare & Social Assistance

What the Filing Says About LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN

LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC., headquartered in Minnesota. As of the 2022 Form 5500 filing, the plan reports $62M in total end-of-year assets and covers 179 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 410811697, and the plan has been effective since 1966-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $74M at the beginning of 2022 to $62M at year-end — a decline of 16.6%. Net assets (after liabilities) closed the year at $62M, with reported net income of $-12,297,481 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$74M
Total Assets (End of Year)$62M
Net Assets (End of Year)$62M
Net Income$-12,297,481
Plan TypeDefined Benefit (Pension)
Employer EIN410811697
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC.)

Year Plans Participants Total Assets
2022 3 1,550 $162M
2023 3 1,580 $189M
2024 3 1,659 $211M

Nearby Defined Benefit (Pension) Plans in Minnesota

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Frequently Asked Questions

How much money is in the LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN?
As of the 2022 Form 5500 filing, LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN holds $62M in total assets with 179 participants. It is sponsored by LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC..
What type of plan is LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN?
LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1966-01-01. The plan is filed with the U.S. Department of Labor under EIN 410811697.
Who sponsors the LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN?
LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN is sponsored by LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC., located in Minnesota. The sponsor's EIN is 410811697 and the plan operates in the Healthcare & Social Assistance industry.
How did LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN perform in 2022?
LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN declined by 16.6% during 2022, moving from $74M to $62M in total assets. Net income was $-12,297,481.
Where can I find official filings for LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN?
Official Form 5500 filings for LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 410811697 or plan name at efast.dol.gov.
How does LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN compare to other plans?
You can compare LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. EMPLOYEES' PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 410811697.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.