Other · DOL Form 5500 · 2023

Lakeview Center, Inc. Retirement Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
2,413
Participants Above avg headcount
91st
Percentile by assets National rank
$41,800
Avg per participant Low balance/head
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Official DOL plan name: Lakeview Center Inc Retirement Savings 403(b) Plan · Sponsored by Lakeview Center, Inc. · Florida · Healthcare & Social Assistance

$101M in assets, 2,413 participants

Lakeview Center, Inc.'s Lakeview Center Inc Retirement Savings 403(b) Plan reported $101M in total assets and 2,413 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,337 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Lakeview Center Inc Retirement Savings 403(b) Plan covers 2,413 participants in Florida, 3.8x the typical Florida plan (state average ~628 per filing). Assets: $101M.

#16,337
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Lakeview Center Inc Retirement Savings 403(b) Plan's outsized position by total assets

Lakeview Center Inc Retirement Savings 403(b) Plan vs every filed plan by assets

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

$100,864,516 Top 9% higher than 91% 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

Lakeview Center Inc Retirement Savings 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Center Inc Retirement Savings 403(b) Plan lands in the large band (2,413 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeview Center Inc Retirement Savings 403(b) Plan reported net income rose from -$15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Lakeview Center Inc Retirement Savings 403(b) Plan end-of-year assets rose from $85M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Lakeview Center Inc Retirement Savings 403(b) Plan reported participants fell from 2,432 in the plan year 2022 filing to 2,413 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 590737872 · Lakeview Center, Inc. PY 2023 · Other

Lakeview Center Inc Retirement Savings 403(b) Plan · $101M · 2,413 · 91st

  • IND $101M
  • EOY 2,413
  • 5500 91st
  • ASSETS Other
  • PCT near Cold Spring Harbor Laboratory Tax Deferred Annuity Plan
  • EIN ind #16337

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 Florida →

Lakeview Center Inc Retirement Savings 403(b) Plan in the asset neighbourhood

Lakeview Center Inc Retirement Savings 403(b) PlanLakeview Center Inc Retireme…$101MCold Spring Harbor Laboratory Tax Deferred Annuity PlanCold Spring Harbor Laborator…$101MThe Nightingale-Bamford School Defined Contribution Retirement PlanThe Nightingale-Bamford Scho…$101MDcds 403(b) Plan$101MMarymount Manhattan College Tax Deferred Annuity Retirement PlanMarymount Manhattan College …$101M
End-of-year total assets ($M) among Lakeview Center Inc Retirement Savings 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$101M
Net Income$16M
Employer EIN590737872
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Center, Inc.)

Sponsor-wide plan assets over time

All Lakeview Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 37.79225346950457% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.7M $117M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 2,432 $85M
2023 1 2,413 $101M
2024 1 2,580 $117M

Nearby Other Plans in Florida

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

Lakeview Center Inc Retirement Savings 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Lakeview Center Inc Retirement Savings 403(b) Plan, Total assets ($B): 0.100864516 · Participants: 2413Lakeview Center Inc Retirement Savings 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Lakeview Center Inc Retirement Savings 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants

Lakeview Center Inc Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Cold Spring Harbor Laboratory Tax Deferred Annuity Plan in NY ($101M); by covered participants it is Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund in IL (2,414 participants). Same-state nearby plans are listed separately above.

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 Lakeview Center Inc Retirement Savings 403(b) Plan assets move in 2023?
Lakeview Center Inc Retirement Savings 403(b) Plan grew sharply - up 19.1% during 2023, from $85M to $101M. Reported net income was $16M.
How have Lakeview Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lakeview Center, Inc.'s sponsor-wide assets grew 37.8%, from $85M to $117M.
Where does Lakeview Center Inc Retirement Savings 403(b) Plan rank by assets among Form 5500 filers?
Lakeview Center Inc Retirement Savings 403(b) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Lakeview Center Inc Retirement Savings 403(b) Plan?
Among Other plans in other states, the closest by assets is Cold Spring Harbor Laboratory Tax Deferred Annuity Plan in NY ($101M, 912 participants).
Which Other plans cover a similar participant headcount to Lakeview Center Inc Retirement Savings 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund in IL (2,414 participants, $452M in assets).