Other · DOL Form 5500 · 2023

The Lakes Region Mental Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
184
Participants Below avg headcount
58th
Percentile by assets National rank
$53,489
Avg per participant Low balance/head
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Official DOL plan name: The Lakes Region Mental Health Center, Inc. 403(b) Plan · Sponsored by The Lakes Region Mental Health Center, Inc. · New Hampshire · Healthcare & Social Assistance

$10M in assets, 184 participants

The Lakes Region Mental Health Center, Inc.'s The Lakes Region Mental Health Center, Inc. 403(b) Plan reported $10M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,293 in Healthcare & Social Assistance (17,684 peers)

The Lakes Region Mental Health Center, Inc. multi-year trail

The Lakes Region Mental Health Center, Inc.'s plans moved +18.9% in assets from 2022 to 2024; this filing shows The Lakes Region Mental Health Center, Inc. 403(b) Plan at $10M / 184 participants.

#11,293
in Healthcare & Social Assistance (17,684 peers)
+20.2%
assets growth YoY

The Lakes Region Mental Health Center, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Lakes Region Mental Health Center, Inc. 403(b) Plan vs every filed plan by assets

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

$9,842,063 Top 42% higher than 58% 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

The Lakes Region Mental Health Center, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lakes Region Mental Health Center, Inc. 403(b) Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lakes Region Mental Health Center, Inc. 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Lakes Region Mental Health Center, Inc. 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Lakes Region Mental Health Center, Inc. 403(b) Plan reported participants fell from 192 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020272138 · The Lakes Region Mental Health Center, Inc. PY 2023 · Other

The Lakes Region Mental Health Center, Inc. 403(b) Plan · $10M · 184 · 58th

  • VS-ST $10M
  • VS-ST 184
  • VS-ST 58th
  • VS-ST Other
  • VS-ST near The Mary Cariola Children's Center 403(b) Retirement Plan
  • VS-ST ind #11293

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 New Hampshire →

The Lakes Region Mental Health Center, Inc. 403(b) Plan in the asset neighbourhood

The Lakes Region Mental Health Center, Inc. 403(b) PlanThe Lakes Region Mental Heal…$10MThe Mary Cariola Children's Center 403(b) Retirement PlanThe Mary Cariola Children's …$10MWhites Residential and Family Services Tax Deferred Annuity PlanWhites Residential and Famil…$10MRetirement Plan for Employees of GscncRetirement Plan for Employee…$10MNew Horizon Family Health Services, Inc. Retirement Savings PlanNew Horizon Family Health Se…$10M
End-of-year total assets ($M) among The Lakes Region Mental Health Center, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Lakes Region Mental Health Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Lakes Region Mental Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 18.872537944890606% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.19M $9.73M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 192 $8M
2023 1 184 $10M
2024 1 177 $10M

The Lakes Region Mental Health Center, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN020272138
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Hampshire

Peer Other plans, same state, same plan type, ranked by total assets.

The Lakes Region Mental Health Center, Inc. 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants The Lakes Region Mental Health Center, Inc. 403(b) Plan, Total assets ($B): 0.009842063 · Participants: 184The Lakes Region Mental Health Center, Inc. 403(b) PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.378812586 · Participants: 10995Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 0.99738699 · Participants: 3998Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.420590988 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.345029586 · Participants: 64403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.284243467 · Participants: 2702Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
The Lakes Region Mental Health Center, Inc. 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants

The Lakes Region Mental Health Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is The Mary Cariola Children's Center 403(b) Retirement Plan in NY ($10M); by covered participants it is 403(b) Retirement Plan of Pioneer Resources, Inc. in MI (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 The Lakes Region Mental Health Center, Inc. 403(b) Plan assets move in 2023?
The Lakes Region Mental Health Center, Inc. 403(b) Plan grew sharply - up 20.2% during 2023, from $8M to $10M. Reported net income was $2M.
How have The Lakes Region Mental Health Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Lakes Region Mental Health Center, Inc.'s sponsor-wide assets grew 18.9%, from $8M to $10M.
Which Other plans are similar in size to The Lakes Region Mental Health Center, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is The Mary Cariola Children's Center 403(b) Retirement Plan in NY ($10M, 641 participants).
Which Other plans cover a similar participant headcount to The Lakes Region Mental Health Center, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is 403(b) Retirement Plan of Pioneer Resources, Inc. in MI (184 participants, $2M in assets).