Other · DOL Form 5500 · 2023

Lakeview Memorial Hospital Association, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
83
Participants Small participant base
55th
Percentile by assets National rank
$103,931
Avg per participant Below avg balance/head
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Official DOL plan name: The Lakeview Employees' Tax Deferred Annuity Plan · Sponsored by Lakeview Memorial Hospital Association, Inc. · Minnesota · Healthcare & Social Assistance

$9M in assets, 83 participants

Lakeview Memorial Hospital Association, Inc.'s The Lakeview Employees' Tax Deferred Annuity Plan reported $9M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,786 in Healthcare & Social Assistance (17,684 peers)

Lakeview Memorial Hospital Association, Inc. multi-year trail

Lakeview Memorial Hospital Association, Inc.'s plans moved +30.3% in assets from 2022 to 2024; this filing shows The Lakeview Employees' Tax Deferred Annuity Plan at $9M / 83 participants.

#10,786
in Healthcare & Social Assistance (17,684 peers)
+2.4%
assets growth YoY

The Lakeview Employees' Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Lakeview Employees' Tax Deferred Annuity Plan vs every filed plan by assets

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

$8,626,285 Top 45% higher than 55% 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 Lakeview Employees' Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lakeview Employees' Tax Deferred Annuity Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lakeview Employees' Tax Deferred Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $202K in the plan year 2023 filing.
  • The Lakeview Employees' Tax Deferred Annuity Plan reported participants fell from 97 in the plan year 2022 filing to 83 in the plan year 2023 filing.
  • The Lakeview Employees' Tax Deferred Annuity Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410811697 · Lakeview Memorial Hospital Association, Inc. PY 2023 · Other

The Lakeview Employees' Tax Deferred Annuity Plan · $9M · 83 · 55th

  • IND $9M
  • IND 83
  • IND 55th
  • IND Other
  • IND near Goodwill Easter Seals Miami Valley 403(b) Plan
  • IND ind #10786

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 →

The Lakeview Employees' Tax Deferred Annuity Plan in the asset neighbourhood

Amhc Retirement Plan$9MThe Lakeview Employees' Tax Deferred Annuity PlanThe Lakeview Employees' Tax …$9MGoodwill Easter Seals Miami Valley 403(b) PlanGoodwill Easter Seals Miami …$9MBosma Industries for the Blind, Inc. 403(b) PlanBosma Industries for the Bli…$9MChristian Rest Home Association Tax Deferred Annuity PlanChristian Rest Home Associat…$9M
End-of-year total assets ($M) among The Lakeview Employees' Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Lakeview Memorial Hospital Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lakeview Memorial Hospital Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$211M 30.262039915660555% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $162M $211M ▲ +30.3%
Year Plans Participants Total Assets
2022 3 1,550 $162M
2023 3 1,580 $189M
2024 3 1,659 $211M

Lakeview Memorial Hospital Association, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$202K
Employer EIN410811697
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

The Lakeview Employees' Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Lakeview Employees' Tax Deferred Annuity Plan, Total assets ($B): 0.008626285 · Participants: 83The Lakeview Employees' Tax Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
The Lakeview Employees' Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare The Lakeview Employees' Tax Deferred Annuity Plan side-by-side with 3 peers →

The Lakeview Employees' Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Goodwill Easter Seals Miami Valley 403(b) Plan in OH ($9M); by covered participants it is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Lakeview Employees' Tax Deferred Annuity Plan assets move in 2023? ▼
The Lakeview Employees' Tax Deferred Annuity Plan edged up modestly - up 2.4% during 2023, from $8M to $9M. Reported net income was $202K.
How have Lakeview Memorial Hospital Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Memorial Hospital Association, Inc.'s sponsor-wide assets grew 30.3%, from $162M to $211M.
Which Other plans are similar in size to The Lakeview Employees' Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Goodwill Easter Seals Miami Valley 403(b) Plan in OH ($9M, 1,276 participants).
Which Other plans cover a similar participant headcount to The Lakeview Employees' Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants, $9M 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 410811697.

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.