401(k) · DOL Form 5500 · 2022
Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 145
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $44,018
- Avg per participant Low balance/head
Official DOL plan name: Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust · Sponsored by Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty · Wisconsin · Healthcare & Social Assistance
$6M in assets, 145 participants
Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty's Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust reported $6M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #12,336 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust covers 145 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.
- #12,336
- in Healthcare & Social Assistance (20,060 peers)
- -20.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,382,556 Top 44% higher than 56% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust 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 Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust sits mid-pack in the medium band (145 participants).
Published 5500 schedule card
Filing strip 364037237 · Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty PY 2022 · 401(k)
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust · $6M · 145 · 56th
- BOOK $6M
- BOOK 145
- BOOK 56th
- BOOK 401(k)
- BOOK near Yumanity Therapeutics, Inc. 401(k) Plan
- BOOK ind #12336
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 Wisconsin →
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 364037237 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty)
Sponsor-wide plan assets over time
All Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 24.766629544652645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $6M |
| 2023 | 1 | 163 | $7M |
| 2024 | 1 | 161 | $8M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Yumanity Therapeutics, Inc. 401(k) Plan in MA ($6M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Yumanity Therapeutics, Inc. 401(k) Plan (MA) $6M · 41
- Nrsi 401(k) Plan (NV) $6M · 1,876
- Toyota of San Bernardino Profit Sharing 401(k) Plan (CA) $6M · 162
- Auerbach Grayson & Company LLC. 401(k) Plan (NY) $6M · 29
Similar participant headcount
Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.
- Empower Health Services LLC 401(k) Profit Sharing Plan & Trust (IL) 145 · 0 off
- Pulverman 401(k) Plan (PA) 145 · 0 off
- Specialty Polymers, Inc. (OR) 145 · 0 off
- Storm Industries Inc. 401 K Plan (CA) 145 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.