401(k) · DOL Form 5500 · 2023

Lakeview Memorial Hospital Association, Inc. 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
1,343
Participants Near avg headcount
92nd
Percentile by assets National rank
$81,215
Avg per participant Below avg balance/head
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Official DOL plan name: Lakeview Health 401(k) Plan · Sponsored by Lakeview Memorial Hospital Association, Inc. · Minnesota · Healthcare & Social Assistance

$109M in assets, 1,343 participants

Lakeview Memorial Hospital Association, Inc.'s Lakeview Health 401(k) Plan reported $109M in total assets and 1,343 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.

  • #16,428 in Healthcare & Social Assistance (17,684 peers)

Where Lakeview Health 401(k) Plan sits by assets

Lakeview Health 401(k) Plan sits in the top 10% of all filed plans by assets, $109M for 1,343 participants (~$81,215/participant), up 19.1% in 2023.

#16,428
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Lakeview Health 401(k) Plan's outsized position by total assets

Lakeview Health 401(k) Plan vs every filed plan by assets

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

$109,071,371 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 Health 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Health 401(k) Plan lands in the large band (1,343 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeview Health 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Lakeview Health 401(k) Plan end-of-year assets rose from $92M in the plan year 2022 filing to $109M in the plan year 2023 filing.
  • Lakeview Health 401(k) Plan reported participants rose from 1,274 in the plan year 2022 filing to 1,343 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 · 401(k)

Lakeview Health 401(k) Plan · $109M · 1,343 · 92nd

  • VS-ST $109M
  • VS-ST 1,343
  • VS-ST 92nd
  • VS-ST 401(k)
  • VS-ST near Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan
  • VS-ST ind #16428

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 Health 401(k) Plan in the asset neighbourhood

Universal Leaf Tobacco Company, Inc. 401(k) Savings PlanUniversal Leaf Tobacco Compa…$109MLakeview Health 401(k) Plan$109MNovateur Education, Inc. Retirement PlanNovateur Education, Inc. Ret…$109MOrchard, Hiltz & Mccliment Profit Sharing/401(k) PlanOrchard, Hiltz & Mccliment P…$109MIsland Employment Services, LLC 401(k) Profit Sharing PlanIsland Employment Services, …$109M
End-of-year total assets ($M) among Lakeview Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$109M
Net Income$17M
Employer EIN410811697
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Memorial Hospital Association, Inc.)

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

Nearby 401(k) Plans in Minnesota

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

Lakeview Health 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Lakeview Health 401(k) Plan, Total assets ($B): 0.109071371 · Participants: 1343Lakeview Health 401(k) 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 Health 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Lakeview Health 401(k) Plan side-by-side with 3 peers →

Lakeview Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan in VA ($109M); by covered participants it is Rk Industries, LLC Salary Savings Plan in CO (1,343 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,343 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 Health 401(k) Plan assets move in 2023? ▼
Lakeview Health 401(k) Plan grew sharply - up 19.1% during 2023, from $92M to $109M. Reported net income was $17M.
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.
Where does Lakeview Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Lakeview Health 401(k) 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 Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan in VA ($109M, 2,691 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rk Industries, LLC Salary Savings Plan in CO (1,343 participants, $60M 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.