401(k) · DOL Form 5500 · 2022
Lakewood Health System 401(k) Plan
Data updated 2026-08-11
- $67M
- Total assets
- 748
- Participants
- 90th
- Percentile by assets
- $89,406
- Avg per participant
Official DOL plan name: Lakewood Health System 401(k) Plan · Sponsored by Lakewood Health System · Minnesota · Healthcare & Social Assistance
$67M in assets, 748 participants
Lakewood Health System's Lakewood Health System 401(k) Plan reported $67M in total assets and 748 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 139,126 plans)
- #18,387 in Healthcare & Social Assistance (20,060 peers)
Where Lakewood Health System 401(k) Plan sits by assets
Lakewood Health System 401(k) Plan sits in the top 10% of all filed plans by assets, $67M for 748 participants (~$89,406/participant), down 14.8% in 2022.
- $67M
- total plan assets (2022 EOY)
- 748
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $89,406
- avg assets per participant
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Lakewood Health System 401(k) Plan sits by total assets
Lakewood Health System 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$66,875,482 Top 10% higher than 90% 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
Lakewood Health System 401(k) Plan vs the 2022 asset distribution
By assets, Lakewood Health System 401(k) Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$12M |
| Employer EIN | 411842965 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakewood Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 748 | $67M |
| 2023 | 1 | 788 | $74M |
| 2024 | 1 | 816 | $78M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lakewood Health System 401(k) Plan by total assets, not by location.
- Formica Corporation 401(k) Retirement Savings Plan (OH) $67M · 526
- Anesthesia Associates of Boise 401(k) Salary Savings Plan (ID) $67M · 136
- Obhg 401(k) Plan (SC) $67M · 1,286
- High Liner Foods (USA) 401(k) Savings Plan (NH) $67M · 699
Frequently Asked Questions
How did Lakewood Health System 401(k) Plan assets move in 2022? ▼
How have Lakewood Health System plan assets changed over time? ▼
Where does Lakewood Health System 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lakewood Health System 401(k) Plan? ▼
Next read for Lakewood Health System 401(k) Plan
Scale reading
Ways to act on Lakewood Health System 401(k) Plan's numbers.
- By total assets, Lakewood Health System 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Lakewood Health System's sponsor-wide assets have grown 17.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans