401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$109M
Total assets
1,343
Participants
92nd
Percentile by assets
$81,215
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$109M
total plan assets (2023 EOY)
1,343
covered participants
92nd
percentile by assets (of 127,072 plans)
$81,215
avg assets per participant

Where Lakeview Health 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Minnesota
Industry
Healthcare & Social Assistance

Lakeview Health 401(k) Plan vs the 2023 asset distribution

By assets, Lakeview Health 401(k) Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

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.)

$140M$160M$180M$200M$220M 202220232024 $162M $211M ▲ +30.3%
Total plan assets by year, all Lakeview Memorial Hospital Association, Inc. plans on file
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 ($B) Participants Lakeview Health 401(…, Total assets ($B): 0.109071371 · Participants: 1343Lakeview Health 401(…Unitedhealth Group 4…, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 4…Target Corporation 4…, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 4…Medtronic Savings an…, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings an…3M Voluntary Investm…, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investm…U.S. Bank 401(k) Sav…, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Sav…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lakeview Health 401(k) Plan by total assets, not by location.

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).

Next read for Lakeview Health 401(k) Plan

Scale reading

Ways to act on Lakeview Health 401(k) Plan's numbers.

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.