401(k) · DOL Form 5500 · 2023
Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $45,080
- Avg per participant Low balance/head
Official DOL plan name: Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust · Sponsored by Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty · Wisconsin · Healthcare & Social Assistance
$7M in assets, 163 participants
Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty's Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust reported $7M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,131 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust covers 163 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.
- #10,131
- in Healthcare & Social Assistance (17,684 peers)
- +15.1%
- assets growth YoY
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,348,001 Top 48% higher than 52% 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 Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust 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 Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $990K in the plan year 2023 filing.
- Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust reported participants rose from 145 in the plan year 2022 filing to 163 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 364037237 · Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty PY 2023 · 401(k)
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust · $7M · 163 · 52nd
- PART $7M
- PART 163
- PART 52nd
- PART 401(k)
- PART near Team Commercial Construction 401(k) Plan
- PART ind #10131
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 →
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $990K |
| Employer EIN | 364037237 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty)
Sponsor-wide plan assets over time
All Lakeview Neurorehab Center Midwest, Inc. D/B/a Lakeview Specialty plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 24.766629544652645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $6M |
| 2023 | 1 | 163 | $7M |
| 2024 | 1 | 161 | $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
Lakeview Neuro-Rehabilitation Center, Inc. 401(k) Salary Reduction Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Team Commercial Construction 401(k) Plan in CA ($7M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust (TX) 163 · 0 off
- Rumis Kitchen LLC 401(k) Profit Sharing Plan & Trust (GA) 163 · 0 off
- Arkana Laboratories Retirement Plan (AR) 163 · 0 off
- Gwbd 401(k) Retirement Plan (MO) 163 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.