Defined Benefit (Pension) · DOL Form 5500 · 2023
Lakeview Memorial Hospital Association, Inc. Pension Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 154
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $461,205
- Avg per participant High balance/head
Official DOL plan name: Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan · Sponsored by Lakeview Memorial Hospital Association, Inc. · Minnesota · Healthcare & Social Assistance
$71M in assets, 154 participants
Lakeview Memorial Hospital Association, Inc.'s Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan reported $71M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #15,993 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan covers 154 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $71M.
- #15,993
- in Healthcare & Social Assistance (17,684 peers)
- +14.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan's outsized position by total assets
Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$71,025,511 Top 11% higher than 89% 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
Lakeview Memorial Hospital Association, Inc. Employees' Pension 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. Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan end-of-year assets rose from $62M in the plan year 2022 filing to $71M in the plan year 2023 filing.
- Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan reported participants fell from 179 in the plan year 2022 filing to 154 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 410811697 · Lakeview Memorial Hospital Association, Inc. PY 2023 · Defined Benefit (Pension)
Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan · $71M · 154 · 89th
- RANK $71M
- PHOTO 154
- IND 89th
- EOY Defined Benefit (Pension)
- 5500 near Thomas Steel Strip Corp. Pension Plan
- ASSETS ind #15993
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 Minnesota →
Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $9M |
| Employer EIN | 410811697 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeview Memorial Hospital Association, Inc.)
Sponsor-wide plan assets over time
All Lakeview Memorial Hospital Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $211M 30.262039915660555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,550 | $162M |
| 2023 | 3 | 1,580 | $189M |
| 2024 | 3 | 1,659 | $211M |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 3M Employee Retirement Income Plan $14.3B · 10,638
- Mayo Pension Plan $11.0B · 69,155
- The Travelers Pension Plan $4.2B · 24,884
- General Mills Pension Plan I $4.0B · 383
- U.S. Bank Pension Plan $4.0B · 56,287
Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Thomas Steel Strip Corp. Pension Plan in OH ($71M); by covered participants it is Clariant Corporation Combined Retirement Plan in NC (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Clariant Corporation Combined Retirement Plan (NC) 154 · 0 off
- Local 99 Pension Plan (IL) 154 · 0 off
- IBEW Local Union No. 527 Pension Plan (TX) 154 · 0 off
- Chiesa Shahinian & Giantomasi PC Cash Balance Plan (NJ) 154 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.