401(k) · DOL Form 5500 · 2023
Lake Regional Health System 401(k) Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 1,390
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $74,281
- Avg per participant Below avg balance/head
Official DOL plan name: Lake Regional Health System Employees' Retirement Plan · Sponsored by Lake Regional Health System · Missouri · Healthcare & Social Assistance
$103M in assets, 1,390 participants
Lake Regional Health System's Lake Regional Health System Employees' Retirement Plan reported $103M in total assets and 1,390 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #16,368 in Healthcare & Social Assistance (17,684 peers)
Where Lake Regional Health System Employees' Retirement Plan sits by assets
Lake Regional Health System Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $103M for 1,390 participants (~$74,281/participant), up 20.6% in 2023.
- #16,368
- in Healthcare & Social Assistance (17,684 peers)
- +20.6%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Lake Regional Health System Employees' Retirement Plan's outsized position by total assets
Lake Regional Health System Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$103,250,495 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lake Regional Health System Employees' Retirement 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. Lake Regional Health System Employees' Retirement Plan lands in the large band (1,390 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lake Regional Health System Employees' Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Lake Regional Health System Employees' Retirement Plan end-of-year assets rose from $86M in the plan year 2022 filing to $103M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 237339737 · Lake Regional Health System PY 2023 · 401(k)
Lake Regional Health System Employees' Retirement Plan · $103M · 1,390 · 91st
- SCH $103M
- SCH 1,390
- SCH 91st
- SCH 401(k)
- SCH near Safe Harbor Marinas 401(k) Retirement Savings Plan
- SCH ind #16368
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 →
Lake Regional Health System Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | $18M |
| Employer EIN | 237339737 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Regional Health System)
Sponsor-wide plan assets over time
All Lake Regional Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 36.41550693312984% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,398 | $86M |
| 2023 | 1 | 1,390 | $103M |
| 2024 | 1 | 1,445 | $117M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Lake Regional Health System Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Safe Harbor Marinas 401(k) Retirement Savings Plan in TX ($103M); by covered participants it is Continental Resources, Inc. 401(k) in OK (1,390 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- Safe Harbor Marinas 401(k) Retirement Savings Plan (TX) $103M · 2,663
- Geon Performance Solutions 401(k) Plan (OH) $103M · 681
- Stoneridge Inc. 401(k) Retirement Plan (MI) $103M · 696
- Engineered Floors, LLC 401(k) Plan (GA) $103M · 5,072
Similar participant headcount
Nearest other-state filings by covered participants (1,390 participants); asset peers above are excluded.
- Continental Resources, Inc. 401(k) (OK) 1,390 · 0 off
- Painters District Council No. 30 Finishing Industries Retirement Savings Fund (IL) 1,390 · 0 off
- Premier 401(k) Pooled Employer Plan (NJ) 1,390 · 0 off
- Hpmc 401(k) Plan (CA) 1,390 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.