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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Gurwin Tax Deferred Annuity PlanGurwin Tax Deferred Annuity …$94MEast Tennessee Children's Hospital 403(b) Retirement ProgramEast Tennessee Children's Ho…$94MLake Charles Memorial Health System 403(b) PlanLake Charles Memorial Health…$93MGeorgetown Day School, Inc. 403(b) Retirement PlanGeorgetown Day School, Inc. …$93MSpelman College Defined Contribution PlanSpelman College Defined Cont…$93M
End-of-year total assets ($M) among Lake Charles Memorial Health System 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$93M
Net Income$14M
Employer EIN720551963
Plan Effective Date1982-11-01
Filing StatusFILING 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
$100M$120M$140M$160M$180M 202220232024 $119M $162M ▲ +35.9%
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.

Lake Charles Memorial Health System 403(b) Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 0200400600800 Total assets ($M) Participants Lake Charles Memorial Health System 403(b) Plan, Total assets ($M): 93.435517 · Participants: 2317Lake Charles Memorial Health System 403(b) PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 744.093686 · Participants: 3591Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 541.718024 · Participants: 7483Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 477.060323 · Participants: 24322Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 291.399935 · Participants: 3064Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 270.024566 · Participants: 721Loyola University Retirement Plan
Lake Charles Memorial Health System 403(b) Plan vs. nearby Other plans in Louisiana, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (2,317 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 Lake Charles Memorial Health System 403(b) Plan assets move in 2023?
Lake Charles Memorial Health System 403(b) Plan grew sharply - up 18.0% during 2023, from $79M to $93M. Reported net income was $14M.
How have Southwest Louisiana Hospital Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Southwest Louisiana Hospital Association's sponsor-wide assets grew 35.9%, from $119M to $162M.
Where does Lake Charles Memorial Health System 403(b) Plan rank by assets among Form 5500 filers?
Lake Charles Memorial Health System 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 Lake Charles Memorial Health System 403(b) Plan?
Among Other plans in other states, the closest by assets is Georgetown Day School, Inc. 403(b) Retirement Plan in DC ($93M, 356 participants).
Which Other plans cover a similar participant headcount to Lake Charles Memorial Health System 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in MA (2,317 participants, $799M in assets).