401(k) · DOL Form 5500 · 2022

Lakeview Health Services, Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
140
Participants Small participant base
45th
Percentile by assets National rank
$27,333
Avg per participant Low balance/head
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Official DOL plan name: Lakeview Health 401(k) Plan · Sponsored by Lakeview Health Services, Inc · New York · Healthcare & Social Assistance

$4M in assets, 140 participants

Lakeview Health Services, Inc's Lakeview Health 401(k) Plan reported $4M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #10,015 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Lakeview Health 401(k) Plan covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $4M.

#10,015
in Healthcare & Social Assistance (20,060 peers)
-18.3%
assets change YoY

The plan reported a net loss of $856K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lakeview Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lakeview Health 401(k) Plan vs every filed plan by assets

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

$3,826,581 45th percentile higher than 45% 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 Health 401(k) 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 Health 401(k) Plan sits mid-pack in the medium band (140 participants).

Plan-year Form 5500 strip

Filing strip 222215112 · Lakeview Health Services, Inc PY 2022 · 401(k)

Lakeview Health 401(k) Plan · $4M · 140 · 45th

  • IND $4M
  • IND 140
  • IND 45th
  • IND 401(k)
  • IND near Br Printers 401(k) Profit Sharing Plan
  • IND ind #10015

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 New York →

Lakeview Health 401(k) Plan in the asset neighbourhood

Lakeview Health 401(k) Plan$4MBr Printers 401(k) Profit Sharing PlanBr Printers 401(k) Profit Sh…$4MWillow Health Care, Inc 401(k) PlanWillow Health Care, Inc 401(…$4MPrinceton Property Management, Inc. 401(k) Profit Sharing PlanPrinceton Property Managemen…$4MKws Manufacturing Ltd 401(k) PlanKws Manufacturing Ltd 401(k)…$4M
End-of-year total assets ($M) among Lakeview Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$856K
Employer EIN222215112
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Health Services, Inc)

Sponsor-wide plan assets over time

All Lakeview Health Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.83646916137408% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.83M $5.5M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 140 $4M
2023 1 144 $5M
2024 1 147 $6M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lakeview Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lakeview Health 401(k) Plan, Total assets ($B): 0.003826581 · Participants: 140Lakeview Health 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Lakeview Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Lakeview Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Br Printers 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Health 401(k) Plan assets move in 2022?
Lakeview Health 401(k) Plan declined sharply - down 18.3% during 2022, from $5M to $4M. Reported net income was -$856K.
How have Lakeview Health Services, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Lakeview Health Services, Inc's sponsor-wide assets grew 43.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Lakeview Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Br Printers 401(k) Profit Sharing Plan in CA ($4M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Health 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants, $584K in assets).