Other · DOL Form 5500 · 2023
Southwest Louisiana Hospital Association Retirement Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 2,317
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $40,326
- Avg per participant Low balance/head
Official DOL plan name: Lake Charles Memorial Health System 403(b) Plan · Sponsored by Southwest Louisiana Hospital Association · Louisiana · Healthcare & Social Assistance
$93M in assets, 2,317 participants
Southwest Louisiana Hospital Association's Lake Charles Memorial Health System 403(b) Plan reported $93M in total assets and 2,317 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.
- #16,266 in Healthcare & Social Assistance (17,684 peers)
Coverage in Louisiana
Lake Charles Memorial Health System 403(b) Plan covers 2,317 participants in Louisiana, 4.7x the typical Louisiana plan (state average ~495 per filing). Assets: $93M.
- #16,266
- in Healthcare & Social Assistance (17,684 peers)
- +18.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Lake Charles Memorial Health System 403(b) Plan's outsized position by total assets
Lake Charles Memorial Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$93,435,517 Top 9% higher than 91% 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
Lake Charles Memorial Health System 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. Lake Charles Memorial Health System 403(b) Plan lands in the large band (2,317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lake Charles Memorial Health System 403(b) Plan reported net income rose from -$11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Lake Charles Memorial Health System 403(b) Plan end-of-year assets rose from $79M in the plan year 2022 filing to $93M in the plan year 2023 filing.
- Lake Charles Memorial Health System 403(b) Plan reported participants fell from 2,459 in the plan year 2022 filing to 2,317 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 720551963 · Southwest Louisiana Hospital Association PY 2023 · Other
Lake Charles Memorial Health System 403(b) Plan · $93M · 2,317 · 91st
- BOY $93M
- BOY 2,317
- BOY 91st
- BOY Other
- BOY near Georgetown Day School, Inc. 403(b) Retirement Plan
- BOY ind #16266
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 Louisiana →
Lake Charles Memorial Health System 403(b) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $14M |
| Employer EIN | 720551963 |
| Plan Effective Date | 1982-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwest Louisiana Hospital Association)
Sponsor-wide plan assets over time
All Southwest Louisiana Hospital Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 35.88207642893441% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,924 | $119M |
| 2023 | 2 | 4,320 | $139M |
| 2024 | 2 | 4,689 | $162M |
Nearby Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $744M · 3,591
- Tulane University Tax Deferral 403(b) Retirement Plan $542M · 7,483
- Lhc Group 401(k) Plan $477M · 24,322
- Tulane University Staff 403(b) Retirement Plan $291M · 3,064
- Loyola University Retirement Plan $270M · 721
Lake Charles Memorial Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is Georgetown Day School, Inc. 403(b) Retirement Plan in DC ($93M); by covered participants it is Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in MA (2,317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,317 participants); asset peers above are excluded.
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) 2,317 · 0 off
- IBEW Local 351 Surety Plan (NJ) 2,319 · 2 off
- Hebrew Seniorlife Employee Savings Plan (MA) 2,315 · 2 off
- Greenwich Hospital Tax Deferred Annuity Retirement Plan (CT) 2,314 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.