Other · DOL Form 5500 · 2023

Lexington Health Inc. Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
3,282
Participants Above avg headcount
87th
Percentile by assets National rank
$17,332
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lexington Health Inc. 403(b) Retirement Plan · Sponsored by Lexington Health Inc. · South Carolina · Healthcare & Social Assistance

$57M in assets, 3,282 participants

Lexington Health Inc.'s Lexington Health Inc. 403(b) Retirement Plan reported $57M in total assets and 3,282 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,711 in Healthcare & Social Assistance (17,684 peers)

Coverage in South Carolina

Lexington Health Inc. 403(b) Retirement Plan covers 3,282 participants in South Carolina, 8.9x the typical South Carolina plan (state average ~369 per filing). Assets: $57M.

#15,711
in Healthcare & Social Assistance (17,684 peers)
+102.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Lexington Health Inc. 403(b) Retirement Plan's outsized position by total assets

Lexington Health Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$56,883,437 Top 13% higher than 87% 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

Lexington Health Inc. 403(b) Retirement 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. Lexington Health Inc. 403(b) Retirement Plan lands in the large band (3,282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lexington Health Inc. 403(b) Retirement Plan reported net income rose from $13M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Lexington Health Inc. 403(b) Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Lexington Health Inc. 403(b) Retirement Plan reported participants rose from 2,451 in the plan year 2022 filing to 3,282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 852276567 · Lexington Health Inc. PY 2023 · Other

Lexington Health Inc. 403(b) Retirement Plan · $57M · 3,282 · 87th

  • EOY $57M
  • EOY 3,282
  • EOY 87th
  • EOY Other
  • EOY near Saint Andrew's School Defined Contribution Retirement Plan
  • EOY ind #15711

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 South Carolina →

Lexington Health Inc. 403(b) Retirement Plan in the asset neighbourhood

Allosource Employees' Retirement PlanAllosource Employees' Retire…$57MIsland Peer Review Organization, Inc. Tax Deferred Annuity PlanIsland Peer Review Organizat…$57MSt. Paul Academy and Summit School 403(b) DC PlanSt. Paul Academy and Summit …$57MLexington Health Inc. 403(b) Retirement PlanLexington Health Inc. 403(b)…$57MSaint Andrew's School Defined Contribution Retirement PlanSaint Andrew's School Define…$57M
End-of-year total assets ($M) among Lexington Health Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$57M
Net Income$29M
Employer EIN852276567
Plan Effective Date2020-11-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Lexington Health Inc.)

Sponsor-wide plan assets over time

All Lexington Health Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$93M 230.56746182905368% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $28.1M $92.7M ▲ +230.6%
Year Plans Participants Total Assets
2022 1 2,451 $28M
2023 1 3,282 $57M
2024 1 4,065 $93M

Nearby Other Plans in South Carolina

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

Lexington Health Inc. 403(b) Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 02004006008001000 Total assets ($M) Participants Lexington Health Inc. 403(b) Retirement Plan, Total assets ($M): 56.883437 · Participants: 3282Lexington Health Inc. 403(b) Retirement PlanPrisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
Lexington Health Inc. 403(b) Retirement Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Lexington Health Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Lexington Health Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is Saint Andrew's School Defined Contribution Retirement Plan in FL ($57M); by covered participants it is Retirement Income Plan of Englewood Hospital & Medical Center in NJ (3,269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,282 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 Lexington Health Inc. 403(b) Retirement Plan assets move in 2023? ▼
Lexington Health Inc. 403(b) Retirement Plan surged - up 102.8% during 2023, from $28M to $57M. Reported net income was $29M.
How have Lexington Health Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lexington Health Inc.'s sponsor-wide assets grew 230.6%, from $28M to $93M.
Where does Lexington Health Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Lexington Health Inc. 403(b) Retirement Plan ranks in the 87th 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 Other plans are similar in size to Lexington Health Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Saint Andrew's School Defined Contribution Retirement Plan in FL ($57M, 298 participants).
Which Other plans cover a similar participant headcount to Lexington Health Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Retirement Income Plan of Englewood Hospital & Medical Center in NJ (3,269 participants, $294M 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 852276567.

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.