401(k) · DOL Form 5500 · 2023

Lambert Health, Inc. 401(k) Plan

Data updated 2026-08-25

$607K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$151,667
Avg per participant Above avg balance/head
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Official DOL plan name: Lambert Health, Inc. 401(k) Plan · Sponsored by Lambert Health, Inc. · Missouri · Healthcare & Social Assistance

$607K in assets, 4 participants

Lambert Health, Inc.'s Lambert Health, Inc. 401(k) Plan reported $607K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,620 in Healthcare & Social Assistance (17,684 peers)

Lambert Health, Inc. multi-year trail

Lambert Health, Inc.'s plans moved -49.0% in assets from 2022 to 2024; this filing shows Lambert Health, Inc. 401(k) Plan at $607K / 4 participants.

#2,620
in Healthcare & Social Assistance (17,684 peers)
-27.5%
assets change YoY

The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lambert Health, Inc. 401(k) Plan among the smaller filed plans by assets

Lambert Health, Inc. 401(k) Plan vs every filed plan by assets

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

$606,669 20th percentile higher than 20% 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

Lambert Health, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lambert Health, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lambert Health, Inc. 401(k) Plan reported net income fell from -$6K in the plan year 2022 filing to -$230K in the plan year 2023 filing.
  • Lambert Health, Inc. 401(k) Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Lambert Health, Inc. 401(k) Plan end-of-year assets fell from $837K in the plan year 2022 filing to $607K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 842207998 · Lambert Health, Inc. PY 2023 · 401(k)

Lambert Health, Inc. 401(k) Plan · $607K · 4 · 20th

  • PHOTO $607K
  • IND 4
  • EOY 20th
  • 5500 401(k)
  • ASSETS near Lanmar Group Inc. 401(k) Plan
  • PCT ind #2620

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 Missouri →

Lambert Health, Inc. 401(k) Plan in the asset neighbourhood

Lambert Health, Inc. 401(k) PlanLambert Health, Inc. 401(k) …$607KLanmar Group Inc. 401(k) Plan$607KSan Pedro Fish Markets 401(k) Profit Sharing Plan & TrustSan Pedro Fish Markets 401(k…$607KAttorneys Insurance Mutual of the South,Rrg 401(k) PlanAttorneys Insurance Mutual o…$607KCoast Acquisition Corporation 401(k) PlanCoast Acquisition Corporatio…$606K
End-of-year total assets ($M) among Lambert Health, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lambert Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lambert Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$426K 49.0313920534345% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.84M $0.43M ▼ -48.8%
Year Plans Participants Total Assets
2022 1 3 $837K
2023 1 4 $607K
2024 1 3 $426K

Lambert Health, Inc. filing trail (2023)

Total Assets (Beginning of Year)$837K
Net Assets (End of Year)$607K
Net Income-$230K
Employer EIN842207998
Plan Effective Date2019-06-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Lambert Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Lambert Health, Inc. 401(k) Plan, Total assets ($B): 0.000606669 · Participants: 4Lambert Health, Inc. 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Lambert Health, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Lambert Health, Inc. 401(k) Plan side-by-side with 3 peers →

Lambert Health, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Lanmar Group Inc. 401(k) Plan in ND ($607K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lambert Health, Inc. 401(k) Plan assets move in 2023? ▼
Lambert Health, Inc. 401(k) Plan declined sharply - down 27.5% during 2023, from $837K to $607K. Reported net income was -$230K.
How have Lambert Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lambert Health, Inc.'s sponsor-wide assets declined 49.0%, from $837K to $426K.
Where does Lambert Health, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lambert Health, Inc. 401(k) Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lambert Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lanmar Group Inc. 401(k) Plan in ND ($607K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Lambert Health, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 842207998.

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.