401(k) · DOL Form 5500 · 2023
Lakeshore Community Health Care, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 145
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $43,772
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. · Sponsored by Lakeshore Community Health Care, Inc. · Wisconsin · Healthcare & Social Assistance
$6M in assets, 145 participants
Lakeshore Community Health Care, Inc.'s 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. reported $6M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #9,561 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. covers 145 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.
- #9,561
- in Healthcare & Social Assistance (17,684 peers)
- +27.7%
- assets growth YoY
403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,346,980 49th percentile higher than 49% 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
403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. 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. 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. sits mid-pack in the medium band (145 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. reported net income rose from $653K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. reported participants rose from 126 in the plan year 2022 filing to 145 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 264321839 · Lakeshore Community Health Care, Inc. PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. · $6M · 145 · 49th
- BOOK $6M
- VS-ST 145
- BOY 49th
- SCH 401(k)
- EBSA near Ice Cocoa Inc 401(k) Profit Sharing Plan
- PART ind #9561
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 Wisconsin →
403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 264321839 |
| Plan Effective Date | 2013-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeshore Community Health Care, Inc.)
Sponsor-wide plan assets over time
All Lakeshore Community Health Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 55.52664666458554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $5M |
| 2023 | 1 | 145 | $6M |
| 2024 | 1 | 148 | $8M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ice Cocoa Inc 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Ice Cocoa Inc 401(k) Profit Sharing Plan (CA) $6M · 3
- Azul Hospitality 401(k) Plan (CA) $6M · 1,258
- Advanced Distribution Systems, Inc. Incentive Savings Trust (CT) $6M · 214
- Maxlite 401(k) Plan (NJ) $6M · 81
Similar participant headcount
Nearest other-state filings by covered participants (145 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.