Other · DOL Form 5500 · 2023

Lakewood Resource and Referral Center Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
356
Participants Below avg headcount
41st
Percentile by assets National rank
$11,584
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chemed Retirement Plan · Sponsored by Lakewood Resource and Referral Center · New Jersey · Healthcare & Social Assistance

$4M in assets, 356 participants

Lakewood Resource and Referral Center's Chemed Retirement Plan reported $4M in total assets and 356 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,727 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Chemed Retirement Plan covers 356 participants in New Jersey, about 42% of the average New Jersey filer (state average ~844 per filing). Assets: $4M.

#7,727
in Healthcare & Social Assistance (17,684 peers)
+127.3%
assets growth YoY

Chemed Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Chemed Retirement Plan vs every filed plan by assets

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

$4,123,949 41st percentile higher than 41% 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

Chemed Retirement 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. Chemed Retirement Plan sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chemed Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Chemed Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Chemed Retirement Plan reported participants rose from 329 in the plan year 2022 filing to 356 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201324142 · Lakewood Resource and Referral Center PY 2023 · Other

Chemed Retirement Plan · $4M · 356 · 41st

  • EIN $4M
  • RANK 356
  • PHOTO 41st
  • IND Other
  • EOY near Appletree Institute 403(b) Plan
  • 5500 ind #7727

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 New Jersey →

Chemed Retirement Plan in the asset neighbourhood

Wellan Montessori School 403(b) PlanWellan Montessori School 403…$4MChemed Retirement Plan$4MAppletree Institute 403(b) PlanAppletree Institute 403(b) P…$4MLegal Services of Eastern Michigan 403b PlanLegal Services of Eastern Mi…$4MScience Museum Oklahoma 403(b) PlanScience Museum Oklahoma 403(…$4M
End-of-year total assets ($M) among Chemed Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN201324142
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakewood Resource and Referral Center)

Sponsor-wide plan assets over time

All Lakewood Resource and Referral Center plans reported in each filing year

Latest sponsor-wide plan assets
$7M 268.2662555763403% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.81M $6.68M ▲ +269.1%
Year Plans Participants Total Assets
2022 1 329 $2M
2023 1 356 $4M
2024 1 406 $7M

Nearby Other Plans in New Jersey

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

Chemed Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Chemed Retirement Plan, Total assets ($B): 0.004123949 · Participants: 356Chemed Retirement PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Chemed Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Chemed Retirement Plan side-by-side with 3 peers →

Chemed Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Appletree Institute 403(b) Plan in DC ($4M); by covered participants it is Illinois Wesleyan University 403(b) Retirement Plan in IL (356 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (356 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 Chemed Retirement Plan assets move in 2023? ▼
Chemed Retirement Plan surged - up 127.3% during 2023, from $2M to $4M. Reported net income was $2M.
How have Lakewood Resource and Referral Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakewood Resource and Referral Center's sponsor-wide assets grew 268.3%, from $2M to $7M.
Which Other plans are similar in size to Chemed Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Appletree Institute 403(b) Plan in DC ($4M, 152 participants).
Which Other plans cover a similar participant headcount to Chemed Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Illinois Wesleyan University 403(b) Retirement Plan in IL (356 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 201324142.

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.