401(k) · DOL Form 5500 · 2023

Lake Regional Health System 401(k) Plan

Data updated 2026-08-11

$103M
Total assets
1,390
Participants
91st
Percentile by assets
$74,281
Avg per participant
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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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$103M
total plan assets (2023 EOY)
1,390
covered participants
91st
percentile by assets (of 127,072 plans)
$74,281
avg assets per participant

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.

See the national 2022→2023 release diff →

Lake Regional Health System Employees' Retirement Plan vs the 2023 asset distribution

By assets, Lake Regional Health System Employees' Retirement Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$103M
Net Income$18M
Employer EIN237339737
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Regional Health System)

$80M$90M$100M$110M$120M 202220232024 $85.6M $117M ▲ +36.4%
Total plan assets by year, all Lake Regional Health System plans on file
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.

Lake Regional Health System Employees' Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Lake Regional Health System Employees' Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Lake Regional Health…Edward D. Jones & Co…Bayer Corporation Sa…Enterprise Holdings …Centene Management C…Emerson Electric Com…
Lake Regional Health System Employees' Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lake Regional Health System Employees' Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Lake Regional Health System Employees' Retirement Plan assets move in 2023?
Lake Regional Health System Employees' Retirement Plan grew sharply - up 20.6% during 2023, from $86M to $103M. Reported net income was $18M.
How have Lake Regional Health System plan assets changed over time?
Across 3 plan years on file (2022-2024), Lake Regional Health System's sponsor-wide assets grew 36.4%, from $86M to $117M.
Where does Lake Regional Health System Employees' Retirement Plan rank by assets among Form 5500 filers?
Lake Regional Health System Employees' Retirement Plan ranks in the 91st 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 Lake Regional Health System Employees' Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Safe Harbor Marinas 401(k) Retirement Savings Plan in TX ($103M, 2,663 participants).

Next read for Lake Regional Health System Employees' R…

Scale reading

Ways to act on Lake Regional Health System Employees' Retirement Plan's numbers.