Other · DOL Form 5500 · 2022

Lakeland University Retirement Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
293
Participants Below avg headcount
88th
Percentile by assets National rank
$171,729
Avg per participant Above avg balance/head
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Official DOL plan name: Lakeland University Retirement Plan 403(b) · Sponsored by Lakeland University · Wisconsin · Educational Services

$50M in assets, 293 participants

Lakeland University's Lakeland University Retirement Plan 403(b) reported $50M in total assets and 293 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,125 in Educational Services (4,024 peers)

Where Lakeland University Retirement Plan 403(b) sits by assets

Lakeland University Retirement Plan 403(b) sits in the top quartile of all filed plans by assets, $50M for 293 participants (~$171,729/participant), up 6.2% in 2022.

#3,125
in Educational Services (4,024 peers)
+6.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lakeland University Retirement Plan 403(b)'s outsized position by total assets

Lakeland University Retirement Plan 403(b) vs every filed plan by assets

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

$50,316,543 Top 12% higher than 88% 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 University Retirement Plan 403(b) 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. Lakeland University Retirement Plan 403(b) sits mid-pack in the medium band (293 participants).

Published 5500 schedule card

Filing strip 390821861 · Lakeland University PY 2022 · Other

Lakeland University Retirement Plan 403(b) · $50M · 293 · 88th

  • IND $50M
  • IND 293
  • IND 88th
  • IND Other
  • IND near Guide Dogs for the Blind, Inc. 403(b) Plan
  • IND ind #3125

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 Educational Services retirement plans → · Plans in Wisconsin →

Lakeland University Retirement Plan 403(b) in the asset neighbourhood

New Canaan Country School DC Retirement PlanNew Canaan Country School DC…$50MChicago Area Ib of T Severance and Retirement PlanChicago Area Ib of T Severan…$50MLakeland University Retirement Plan 403(b)Lakeland University Retireme…$50MGuide Dogs for the Blind, Inc. 403(b) PlanGuide Dogs for the Blind, In…$50MDana Hall School Retirement Plan for EmployeesDana Hall School Retirement …$50M
End-of-year total assets ($M) among Lakeland University Retirement Plan 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$50M
Net Income$3M
Employer EIN390821861
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeland University)

Sponsor-wide plan assets over time

All Lakeland University plans reported in each filing year

Latest sponsor-wide plan assets
$57M 13.93349698130096% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $50.3M $57.3M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 293 $50M
2023 1 315 $55M
2024 1 323 $57M

Nearby Other Plans in Wisconsin

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

Lakeland University Retirement Plan 403(b) vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Lakeland University Retirement Plan 403(b), Total assets ($B): 0.050316543 · Participants: 293Lakeland University Retirement Plan 403(b)The Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Lakeland University Retirement Plan 403(b) vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Lakeland University Retirement Plan 403(b) side-by-side with 3 peers →

Lakeland University Retirement Plan 403(b)'s out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Guide Dogs for the Blind, Inc. 403(b) Plan in CA ($50M); by covered participants it is California Science Center Foundation 403(b) Tda Plan in CA (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 University Retirement Plan 403(b) assets move in 2022? ▼
Lakeland University Retirement Plan 403(b) grew at a solid clip - up 6.2% during 2022, from $47M to $50M. Reported net income was $3M.
How have Lakeland University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeland University's sponsor-wide assets grew 13.9%, from $50M to $57M.
Where does Lakeland University Retirement Plan 403(b) rank by assets among Form 5500 filers? ▼
Lakeland University Retirement Plan 403(b) ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lakeland University Retirement Plan 403(b)? ▼
Among Other plans in other states, the closest by assets is Guide Dogs for the Blind, Inc. 403(b) Plan in CA ($50M, 309 participants).
Which Other plans cover a similar participant headcount to Lakeland University Retirement Plan 403(b)? ▼
Among Other plans in other states, the closest by covered participants is California Science Center Foundation 403(b) Tda Plan in CA (293 participants, $9M 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 390821861.

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.