Profit Sharing · DOL Form 5500 · 2023

Southwest Louisiana Hospital Association Profit Sharing Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
2,003
Participants Near avg headcount
85th
Percentile by assets National rank
$22,987
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lake Charles Memorial Health System Retirement Plan · Sponsored by Southwest Louisiana Hospital Association · Louisiana · Healthcare & Social Assistance

$46M in assets, 2,003 participants

Southwest Louisiana Hospital Association's Lake Charles Memorial Health System Retirement Plan reported $46M in total assets and 2,003 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,377 in Healthcare & Social Assistance (17,684 peers)

Coverage in Louisiana

Lake Charles Memorial Health System Retirement Plan covers 2,003 participants in Louisiana, 4.0x the typical Louisiana plan (state average ~495 per filing). Assets: $46M.

#15,377
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lake Charles Memorial Health System Retirement Plan's outsized position by total assets

Lake Charles Memorial Health System Retirement Plan vs every filed plan by assets

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

$46,043,154 Top 15% higher than 85% 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 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. Lake Charles Memorial Health System Retirement Plan lands in the large band (2,003 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Charles Memorial Health System Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lake Charles Memorial Health System Retirement Plan reported participants fell from 2,465 in the plan year 2022 filing to 2,003 in the plan year 2023 filing.
  • Lake Charles Memorial Health System Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 720551963 · Southwest Louisiana Hospital Association PY 2023 · Profit Sharing

Lake Charles Memorial Health System Retirement Plan · $46M · 2,003 · 85th

  • VS-ST $46M
  • VS-ST 2,003
  • VS-ST 85th
  • VS-ST Profit Sharing
  • VS-ST near Teamsters Local 676 and Employers Annuity Fund
  • VS-ST ind #15377

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 Retirement Plan in the asset neighbourhood

Hawkins Parnell & Young LLP 401(k) Profit Sharing PlanHawkins Parnell & Young LLP …$46MLake Charles Memorial Health System Retirement PlanLake Charles Memorial Health…$46MTeamsters Local 676 and Employers Annuity FundTeamsters Local 676 and Empl…$46MFluor Puerto Rico Salaried Employees Retirement PlanFluor Puerto Rico Salaried E…$46MGerber/Taylor Capital Advisors Profit Sharing PlanGerber/Taylor Capital Adviso…$46M
End-of-year total assets ($M) among Lake Charles Memorial Health System Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$46M
Net Income$6M
Employer EIN720551963
Plan Effective Date1986-01-01
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 Profit Sharing Plans in Louisiana

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

Lake Charles Memorial Health System Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0102030405060 Total assets ($M) Participants Lake Charles Memorial Health System Retirement Plan, Total assets ($M): 46.043154 · Participants: 2003Lake Charles Memorial Health System Retirement PlanTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan, Total assets ($M): 48.357643 · Participants: 86Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanPlumbers & Steamfitters Local 141 Annuity Plan, Total assets ($M): 12.688955 · Participants: 699Plumbers & Steamfitters Local 141 Annuity PlanCollegiate Academies 403(b) Plan, Total assets ($M): 10.961148 · Participants: 529Collegiate Academies 403(b) PlanService Tool Co., LLC Retirement Plan, Total assets ($M): 10.159208 · Participants: 95Service Tool Co., LLC Retirement PlanTotal Community Action, Inc. Ee's Retirement Plan & Trust, Total assets ($M): 7.970582 · Participants: 191Total Community Action, Inc. Ee's Retirement Plan & Trust
Lake Charles Memorial Health System Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants
Compare Lake Charles Memorial Health System Retirement Plan side-by-side with 3 peers →

Lake Charles Memorial Health System Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is Teamsters Local 676 and Employers Annuity Fund in NJ ($46M); by covered participants it is Retirement Plan for Employees of All Childrens Health System, Inc. in FL (2,004 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,003 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 Retirement Plan assets move in 2023? ▼
Lake Charles Memorial Health System Retirement Plan grew sharply - up 15.9% during 2023, from $40M to $46M. Reported net income was $6M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Lake Charles Memorial Health System Retirement Plan ranks in the 85th 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 Profit Sharing plans are similar in size to Lake Charles Memorial Health System Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Teamsters Local 676 and Employers Annuity Fund in NJ ($46M, 519 participants).
Which Profit Sharing plans cover a similar participant headcount to Lake Charles Memorial Health System Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Retirement Plan for Employees of All Childrens Health System, Inc. in FL (2,004 participants, N/A 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 720551963.

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.