401(k) · DOL Form 5500 · 2023

Lakeland Care, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
516
Participants Below avg headcount
76th
Percentile by assets National rank
$46,934
Avg per participant Low balance/head
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Official DOL plan name: Lakeland Care, Inc. Retirement Savings Plan · Sponsored by Lakeland Care, Inc. · Wisconsin · Healthcare & Social Assistance

$24M in assets, 516 participants

Lakeland Care, Inc.'s Lakeland Care, Inc. Retirement Savings Plan reported $24M in total assets and 516 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,092 in Healthcare & Social Assistance (17,684 peers)

Where Lakeland Care, Inc. Retirement Savings Plan sits by assets

Lakeland Care, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $24M for 516 participants (~$46,934/participant), up 34.8% in 2023.

#14,092
in Healthcare & Social Assistance (17,684 peers)
+34.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Lakeland Care, Inc. Retirement Savings Plan's outsized position by total assets

Lakeland Care, Inc. Retirement Savings Plan vs every filed plan by assets

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

$24,218,122 Top 24% higher than 76% 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

Lakeland Care, Inc. Retirement Savings 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. Lakeland Care, Inc. Retirement Savings Plan sits mid-pack in the medium band (516 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeland Care, Inc. Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lakeland Care, Inc. Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Lakeland Care, Inc. Retirement Savings Plan reported participants rose from 445 in the plan year 2022 filing to 516 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813724993 · Lakeland Care, Inc. PY 2023 · 401(k)

Lakeland Care, Inc. Retirement Savings Plan · $24M · 516 · 76th

  • BOY $24M
  • BOY 516
  • BOY 76th
  • BOY 401(k)
  • BOY near Vc3, Inc. 401(k) Plan
  • BOY ind #14092

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 →

Lakeland Care, Inc. Retirement Savings Plan in the asset neighbourhood

Lakeland Care, Inc. Retirement Savings PlanLakeland Care, Inc. Retireme…$24MVc3, Inc. 401(k) Plan$24MBeverly Anesthesiology, Inc. 401(k) Profit Sharing PlanBeverly Anesthesiology, Inc.…$24MEye Surgeons Associates, P.C. Retirement PlanEye Surgeons Associates, P.C…$24MOmaha Zoological Society Retirement Plan and TrustOmaha Zoological Society Ret…$24M
End-of-year total assets ($M) among Lakeland Care, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$24M
Net Income$6M
Employer EIN813724993
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeland Care, Inc.)

Sponsor-wide plan assets over time

All Lakeland Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 63.6316473399119% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18M $29.4M ▲ +63.6%
Year Plans Participants Total Assets
2022 1 445 $18M
2023 1 516 $24M
2024 1 565 $29M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lakeland Care, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Lakeland Care, Inc. Retirement Savings Plan, Total assets ($B): 0.024218122 · Participants: 516Lakeland Care, Inc. Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Lakeland Care, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lakeland Care, Inc. Retirement Savings Plan side-by-side with 3 peers →

Lakeland Care, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Vc3, Inc. 401(k) Plan in SC ($24M); by covered participants it is Lorient Pet Services, LLC 401(k) Plan in ME (516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (516 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 Lakeland Care, Inc. Retirement Savings Plan assets move in 2023? ▼
Lakeland Care, Inc. Retirement Savings Plan surged - up 34.8% during 2023, from $18M to $24M. Reported net income was $6M.
How have Lakeland Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeland Care, Inc.'s sponsor-wide assets grew 63.6%, from $18M to $29M.
Where does Lakeland Care, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Lakeland Care, Inc. Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lakeland Care, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vc3, Inc. 401(k) Plan in SC ($24M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Lakeland Care, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lorient Pet Services, LLC 401(k) Plan in ME (516 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 813724993.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.