Other · DOL Form 5500 · 2022

Lakeview Center, Inc. Retirement Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
2,432
Participants Above avg headcount
92nd
Percentile by assets National rank
$34,834
Avg per participant Low balance/head
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Official DOL plan name: Lakeview Center Retirement Savings 403(b) Plan · Sponsored by Lakeview Center, Inc. · Florida · Healthcare & Social Assistance

$85M in assets, 2,432 participants

Lakeview Center, Inc.'s Lakeview Center Retirement Savings 403(b) Plan reported $85M in total assets and 2,432 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.

  • #18,640 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

Lakeview Center Retirement Savings 403(b) Plan covers 2,432 participants in Florida, 3.9x the typical Florida plan (state average ~628 per filing). Assets: $85M.

#18,640
in Healthcare & Social Assistance (20,060 peers)
-14.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lakeview Center Retirement Savings 403(b) Plan's outsized position by total assets

Lakeview Center Retirement Savings 403(b) Plan vs every filed plan by assets

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

$84,716,274 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

Lakeview Center Retirement Savings 403(b) 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. Lakeview Center Retirement Savings 403(b) Plan lands in the large band (2,432 participants).

Published 5500 schedule card

Filing strip 590737872 · Lakeview Center, Inc. PY 2022 · Other

Lakeview Center Retirement Savings 403(b) Plan · $85M · 2,432 · 92nd

  • EIN $85M
  • RANK 2,432
  • PHOTO 92nd
  • IND Other
  • EOY near Mercy College Tax Deferred Annuity Plan
  • 5500 ind #18640

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 Florida →

Lakeview Center Retirement Savings 403(b) Plan in the asset neighbourhood

Versiti 403(b) Retirement PlanVersiti 403(b) Retirement Pl…$85MEvertec Group, LLC Savings & Investment Plan Savings and Investment PlanEvertec Group, LLC Savings &…$85MMercy College Tax Deferred Annuity PlanMercy College Tax Deferred A…$85MLakeview Center Retirement Savings 403(b) PlanLakeview Center Retirement S…$85MHendrix College Defined Contribution Retirement PlanHendrix College Defined Cont…$85M
End-of-year total assets ($M) among Lakeview Center Retirement Savings 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$85M
Net Income-$15M
Employer EIN590737872
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Center, Inc.)

Sponsor-wide plan assets over time

All Lakeview Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 37.79225346950457% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.7M $117M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 2,432 $85M
2023 1 2,413 $101M
2024 1 2,580 $117M

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Lakeview Center Retirement Savings 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Lakeview Center Retirement Savings 403(b) Plan, Total assets ($B): 0.084716274 · Participants: 2432Lakeview Center Retirement Savings 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Lakeview Center Retirement Savings 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Lakeview Center Retirement Savings 403(b) Plan side-by-side with 3 peers →

Lakeview Center Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Mercy College Tax Deferred Annuity Plan in NY ($85M); by covered participants it is The University of Arizona Global Campus 403(b) Retirement in AZ (2,427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,432 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 Center Retirement Savings 403(b) Plan assets move in 2022? ▼
Lakeview Center Retirement Savings 403(b) Plan pulled back noticeably - down 14.6% during 2022, from $99M to $85M. Reported net income was -$15M.
How have Lakeview Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Center, Inc.'s sponsor-wide assets grew 37.8%, from $85M to $117M.
Where does Lakeview Center Retirement Savings 403(b) Plan rank by assets among Form 5500 filers? ▼
Lakeview Center Retirement Savings 403(b) 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 Other plans are similar in size to Lakeview Center Retirement Savings 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Mercy College Tax Deferred Annuity Plan in NY ($85M, 531 participants).
Which Other plans cover a similar participant headcount to Lakeview Center Retirement Savings 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The University of Arizona Global Campus 403(b) Retirement in AZ (2,427 participants, $24M 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 590737872.

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.