401(k) · DOL Form 5500 · 2022

Lake Regional Health System 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
1,398
Participants Near avg headcount
92nd
Percentile by assets National rank
$61,252
Avg per participant Low balance/head
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Official DOL plan name: Lake Regional Health System Employees' Retirement Plan · Sponsored by Lake Regional Health System · Missouri · Healthcare & Social Assistance

$86M in assets, 1,398 participants

Lake Regional Health System's Lake Regional Health System Employees' Retirement Plan reported $86M in total assets and 1,398 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,659 in Healthcare & Social Assistance (20,060 peers)

Where Lake Regional Health System Employees' Retirement Plan sits by assets

Lake Regional Health System Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $86M for 1,398 participants (~$61,252/participant), down 20.1% in 2022.

#18,659
in Healthcare & Social Assistance (20,060 peers)
-20.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Lake Regional Health System Employees' Retirement Plan vs every filed plan by assets

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

$85,630,446 Top 8% higher than 92% 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

Lake Regional Health System Employees' 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. Lake Regional Health System Employees' Retirement Plan lands in the large band (1,398 participants).

Plan-year Form 5500 strip

Filing strip 237339737 · Lake Regional Health System PY 2022 · 401(k)

Lake Regional Health System Employees' Retirement Plan · $86M · 1,398 · 92nd

  • EOY $86M
  • 5500 1,398
  • ASSETS 92nd
  • PCT 401(k)
  • EIN near Barracuda Networks 401(k) Plan
  • RANK ind #18659

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 Missouri →

Lake Regional Health System Employees' Retirement Plan in the asset neighbourhood

Ifs North America 401(k) Plan$86MLake Regional Health System Employees' Retirement PlanLake Regional Health System …$86MBarracuda Networks 401(k) PlanBarracuda Networks 401(k) Pl…$86MNorthern Tool & Equipment Company, Inc. 401(k) PlanNorthern Tool & Equipment Co…$86MOak Street Health, 401(k) PlanOak Street Health, 401(k) Pl…$86M
End-of-year total assets ($M) among Lake Regional Health System Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$86M
Net Income-$22M
Employer EIN237339737
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Regional Health System)

Sponsor-wide plan assets over time

All Lake Regional Health System plans reported in each filing year

Latest sponsor-wide plan assets
$117M 36.41550693312984% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.6M $117M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 1,398 $86M
2023 1 1,390 $103M
2024 1 1,445 $117M

Nearby 401(k) Plans in Missouri

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

Lake Regional Health System Employees' Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Lake Regional Health System Employees' Retirement Plan, Total assets ($B): 0.085630446 · Participants: 1398Lake Regional Health System Employees' Retirement PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Lake Regional Health System Employees' Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

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

Outside Missouri, the nearest 401(k) by assets is Barracuda Networks 401(k) Plan in CA ($86M); by covered participants it is Nando's 401(k) Retirement Plan in DC (1,398 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,398 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 Lake Regional Health System Employees' Retirement Plan assets move in 2022?
Lake Regional Health System Employees' Retirement Plan declined sharply - down 20.1% during 2022, from $107M to $86M. Reported net income was -$22M.
How have Lake Regional Health System plan assets changed over time?
Across 3 plan years on file (2022-2024), Lake Regional Health System's sponsor-wide assets grew 36.4%, from $86M to $117M.
Where does Lake Regional Health System Employees' Retirement Plan rank by assets among Form 5500 filers?
Lake Regional Health System Employees' Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lake Regional Health System Employees' Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Barracuda Networks 401(k) Plan in CA ($86M, 953 participants).
Which 401(k) plans cover a similar participant headcount to Lake Regional Health System Employees' Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Nando's 401(k) Retirement Plan in DC (1,398 participants, $3M in assets).