401(k) · DOL Form 5500 · 2023

Lakeview Clinic, Ltd 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
175
Participants Small participant base
92nd
Percentile by assets National rank
$606,664
Avg per participant High balance/head
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Official DOL plan name: Lakeview Clinic Ltd, Retirement Savings Plan · Sponsored by Lakeview Clinic, Ltd · Minnesota · Healthcare & Social Assistance

$106M in assets, 175 participants

Lakeview Clinic, Ltd's Lakeview Clinic Ltd, Retirement Savings Plan reported $106M in total assets and 175 participants in its 2023 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.

  • #16,396 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Lakeview Clinic Ltd, Retirement Savings Plan covers 175 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $106M.

#16,396
in Healthcare & Social Assistance (17,684 peers)
+4.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Lakeview Clinic Ltd, Retirement Savings Plan's outsized position by total assets

Lakeview Clinic Ltd, Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$106,166,179 Top 8% higher than 92% of 127,068 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 2023

Lakeview Clinic Ltd, Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Clinic Ltd, Retirement Savings Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeview Clinic Ltd, Retirement Savings Plan reported net income rose from -$28M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lakeview Clinic Ltd, Retirement Savings Plan end-of-year assets rose from $101M in the plan year 2022 filing to $106M in the plan year 2023 filing.
  • Lakeview Clinic Ltd, Retirement Savings Plan reported participants fell from 179 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411340895 · Lakeview Clinic, Ltd PY 2023 · 401(k)

Lakeview Clinic Ltd, Retirement Savings Plan · $106M · 175 · 92nd

  • TYPE $106M
  • NET 175
  • BOOK 92nd
  • VS-ST 401(k)
  • BOY near Northwest Federal Credit Union 401(k) Savings Plan
  • SCH ind #16396

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 Minnesota →

Lakeview Clinic Ltd, Retirement Savings Plan in the asset neighbourhood

Realm Idx, Inc. 401(k) Plan$106MBatory Foods 401(k) Profit Sharing PlanBatory Foods 401(k) Profit S…$106MNorthwest Federal Credit Union 401(k) Savings PlanNorthwest Federal Credit Uni…$106MLakeview Clinic Ltd, Retirement Savings PlanLakeview Clinic Ltd, Retirem…$106MMag Ds Corp. 401(k) Plan$106M
End-of-year total assets ($M) among Lakeview Clinic Ltd, Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$106M
Net Income$5M
Employer EIN411340895
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Clinic, Ltd)

Sponsor-wide plan assets over time

All Lakeview Clinic, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$104M 3.2139417561062977% vs 2022
2024 filing year
$100M$102M$104M$106M$108M 202220232024 $101M $104M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 179 $101M
2023 1 175 $106M
2024 1 191 $104M

Nearby 401(k) Plans in Minnesota

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

Lakeview Clinic Ltd, Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Lakeview Clinic Ltd, Retirement Savings Plan, Total assets ($B): 0.106166179 · Participants: 175Lakeview Clinic Ltd, Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Lakeview Clinic Ltd, Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Lakeview Clinic Ltd, Retirement Savings Plan side-by-side with 3 peers →

Lakeview Clinic Ltd, Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Northwest Federal Credit Union 401(k) Savings Plan in VA ($106M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lakeview Clinic Ltd, Retirement Savings Plan assets move in 2023? ▼
Lakeview Clinic Ltd, Retirement Savings Plan edged up modestly - up 4.9% during 2023, from $101M to $106M. Reported net income was $5M.
How have Lakeview Clinic, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Clinic, Ltd's sponsor-wide assets grew 3.2%, from $101M to $104M.
Where does Lakeview Clinic Ltd, Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Lakeview Clinic Ltd, Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lakeview Clinic Ltd, Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northwest Federal Credit Union 401(k) Savings Plan in VA ($106M, 596 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Clinic Ltd, Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411340895.

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.