401(k) · DOL Form 5500 · 2022

Lakeland Regional Health System 401(k) Plan

Data updated 2026-08-25

$249M
Total assets Near avg plan size
3,620
Participants Above avg headcount
96th
Percentile by assets National rank
$68,840
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeland Regional Health System Retirement Plan · Sponsored by Lakeland Regional Health System · Michigan · Healthcare & Social Assistance

$249M in assets, 3,620 participants

Lakeland Regional Health System's Lakeland Regional Health System Retirement Plan reported $249M in total assets and 3,620 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,405 in Healthcare & Social Assistance (20,060 peers)

Coverage in Michigan

Lakeland Regional Health System Retirement Plan covers 3,620 participants in Michigan, 5.7x the typical Michigan plan (state average ~638 per filing). Assets: $249M.

#19,405
in Healthcare & Social Assistance (20,060 peers)
-27.6%
assets change YoY
2.5×
vs typical plan assets (national mean)

The plan reported a net loss of $95M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lakeland Regional Health System Retirement Plan's outsized position by total assets

Lakeland Regional Health System Retirement Plan vs every filed plan by assets

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

$249,200,037 Top 4% higher than 96% 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 Regional Health System Retirement Plan'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 Health System Retirement Plan lands in the large band (3,620 participants).

DOL schedule card

Filing strip 382609624 · Lakeland Regional Health System PY 2022 · 401(k)

Lakeland Regional Health System Retirement Plan · $249M · 3,620 · 96th

  • RANK $249M
  • PHOTO 3,620
  • IND 96th
  • EOY 401(k)
  • 5500 near Prestige Employee Administrators Retirement Savings Plan
  • ASSETS ind #19405

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 Michigan →

Lakeland Regional Health System Retirement Plan in the asset neighbourhood

Prestige Employee Administrators Retirement Savings PlanPrestige Employee Administra…$249MLakeland Regional Health System Retirement PlanLakeland Regional Health Sys…$249MCarters 401(k) Savings Plan$249MCarepoint Health, LLC 401(k) Profit Sharing PlanCarepoint Health, LLC 401(k)…$249MSerta Simmons Bedding 401(k) Retirement PlanSerta Simmons Bedding 401(k)…$249M
End-of-year total assets ($M) among Lakeland Regional Health System Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$344M
Net Assets (End of Year)$249M
Net Income-$95M
Employer EIN382609624
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeland Regional Health System)

Sponsor-wide plan assets over time

All Lakeland Regional Health System plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$100M$200M$300M 20222023 $249M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3,620 $249M
2023 1 6 N/A

Nearby 401(k) Plans in Michigan

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

Lakeland Regional Health System Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -505101520 Total assets ($B) Participants Lakeland Regional Health System Retirement Plan, Total assets ($B): 0.249200037 · Participants: 3620Lakeland Regional Health System Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lakeland Regional Health System Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Lakeland Regional Health System Retirement Plan side-by-side with 3 peers →

Lakeland Regional Health System Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Prestige Employee Administrators Retirement Savings Plan in NY ($249M); by covered participants it is Fairview Health Services 401(k) Plan in MN (3,620 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($249M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,620 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 Regional Health System Retirement Plan assets move in 2022? ▼
Lakeland Regional Health System Retirement Plan declined sharply - down 27.6% during 2022, from $344M to $249M. Reported net income was -$95M.
Where does Lakeland Regional Health System Retirement Plan rank by assets among Form 5500 filers? ▼
Lakeland Regional Health System Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Lakeland Regional Health System Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prestige Employee Administrators Retirement Savings Plan in NY ($249M, 5,779 participants).
Which 401(k) plans cover a similar participant headcount to Lakeland Regional Health System Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairview Health Services 401(k) Plan in MN (3,620 participants, $154M 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 382609624.

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.