Profit Sharing · DOL Form 5500 · 2023

The Lakes Community Health Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
371
Participants Below avg headcount
73rd
Percentile by assets National rank
$53,870
Avg per participant Low balance/head
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Official DOL plan name: The Lakes Community Health Center, Inc. 403(b) Plan · Sponsored by The Lakes Community Health Center, Inc. · Wisconsin · Healthcare & Social Assistance

$20M in assets, 371 participants

The Lakes Community Health Center, Inc.'s The Lakes Community Health Center, Inc. 403(b) Plan reported $20M in total assets and 371 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,618 in Healthcare & Social Assistance (17,684 peers)

The Lakes Community Health Center, Inc. multi-year trail

The Lakes Community Health Center, Inc.'s plans moved +59.5% in assets from 2022 to 2024; this filing shows The Lakes Community Health Center, Inc. 403(b) Plan at $20M / 371 participants.

#13,618
in Healthcare & Social Assistance (17,684 peers)
+22.4%
assets growth YoY

The Lakes Community Health Center, Inc. 403(b) Plan's outsized position by total assets

The Lakes Community Health Center, Inc. 403(b) Plan vs every filed plan by assets

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

$19,985,631 Top 27% higher than 73% 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

The Lakes Community Health Center, Inc. 403(b) 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. The Lakes Community Health Center, Inc. 403(b) Plan sits mid-pack in the medium band (371 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lakes Community Health Center, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Lakes Community Health Center, Inc. 403(b) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • The Lakes Community Health Center, Inc. 403(b) Plan reported participants rose from 366 in the plan year 2022 filing to 371 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 352297925 · The Lakes Community Health Center, Inc. PY 2023 · Profit Sharing

The Lakes Community Health Center, Inc. 403(b) Plan · $20M · 371 · 73rd

  • TYPE $20M
  • TYPE 371
  • TYPE 73rd
  • TYPE Profit Sharing
  • TYPE near IBEW Local Union No 237 Annuity Fund
  • TYPE ind #13618

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 Wisconsin →

The Lakes Community Health Center, Inc. 403(b) Plan in the asset neighbourhood

Institute of Community Services, Inc. Retirement PlanInstitute of Community Servi…$20MPlan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.Plan De Ahorro, Inversiones …$20MValley Emergency Room Associates, P.a. Profit-Sharing PlanValley Emergency Room Associ…$20MThe Lakes Community Health Center, Inc. 403(b) PlanThe Lakes Community Health C…$20MIBEW Local Union No 237 Annuity FundIBEW Local Union No 237 Annu…$20M
End-of-year total assets ($M) among The Lakes Community Health Center, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Lakes Community Health Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Lakes Community Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 59.536376648979584% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.3M $26M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 366 $16M
2023 1 371 $20M
2024 1 421 $26M

The Lakes Community Health Center, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN352297925
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

The Lakes Community Health Center, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants The Lakes Community Health Center, Inc. 403(b) Plan, Total assets ($B): 0.019985631 · Participants: 371The Lakes Community Health Center, Inc. 403(b) PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
The Lakes Community Health Center, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare The Lakes Community Health Center, Inc. 403(b) Plan side-by-side with 3 peers →

The Lakes Community Health Center, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is IBEW Local Union No 237 Annuity Fund in NY ($20M); by covered participants it is Retirement Plan for Employees of H. B. Magruder Memorial Hospital in OH (371 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (371 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 The Lakes Community Health Center, Inc. 403(b) Plan assets move in 2023? ▼
The Lakes Community Health Center, Inc. 403(b) Plan grew sharply - up 22.4% during 2023, from $16M to $20M. Reported net income was $4M.
How have The Lakes Community Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lakes Community Health Center, Inc.'s sponsor-wide assets grew 59.5%, from $16M to $26M.
Which Profit Sharing plans are similar in size to The Lakes Community Health Center, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is IBEW Local Union No 237 Annuity Fund in NY ($20M, 204 participants).
Which Profit Sharing plans cover a similar participant headcount to The Lakes Community Health Center, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Retirement Plan for Employees of H. B. Magruder Memorial Hospital in OH (371 participants, $18M 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 352297925.

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.