401(k) · DOL Form 5500 · 2023

Lakemary Center, Inc Retirement Plan 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
143
Participants Small participant base
60th
Percentile by assets National rank
$73,680
Avg per participant Below avg balance/head
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Official DOL plan name: Lakemary Center, Inc 401(k) Plan · Sponsored by Lakemary Center, Inc Retirement Plan · Kansas · Healthcare & Social Assistance

$11M in assets, 143 participants

Lakemary Center, Inc Retirement Plan's Lakemary Center, Inc 401(k) Plan reported $11M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,548 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kansas

Lakemary Center, Inc 401(k) Plan covers 143 participants in Kansas, about 40% of the average Kansas filer (state average ~360 per filing). Assets: $11M.

#11,548
in Healthcare & Social Assistance (17,684 peers)
+9.8%
assets growth YoY

Lakemary Center, Inc 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lakemary Center, Inc 401(k) Plan vs every filed plan by assets

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

$10,536,170 Top 40% higher than 60% 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

Lakemary Center, Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakemary Center, Inc 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakemary Center, Inc 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $943K in the plan year 2023 filing.
  • Lakemary Center, Inc 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Lakemary Center, Inc 401(k) Plan reported participants fell from 150 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 480732570 · Lakemary Center, Inc Retirement Plan PY 2023 · 401(k)

Lakemary Center, Inc 401(k) Plan · $11M · 143 · 60th

  • VS-ST $11M
  • BOY 143
  • SCH 60th
  • EBSA 401(k)
  • PART near 403(b) Thrift Plan for Employees of E Center
  • TYPE ind #11548

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 Kansas →

Lakemary Center, Inc 401(k) Plan in the asset neighbourhood

Lakemary Center, Inc 401(k) PlanLakemary Center, Inc 401(k) …$11M403(b) Thrift Plan for Employees of E Center403(b) Thrift Plan for Emplo…$11MThesis, LLC 401(k) Profit Sharing PlanThesis, LLC 401(k) Profit Sh…$11MPanco Management of New Jersey, LLC 401(k) PlanPanco Management of New Jers…$11MBih, P.L.C. 401(k) Profit Sharing PlanBih, P.L.C. 401(k) Profit Sh…$11M
End-of-year total assets ($M) among Lakemary Center, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$943K
Employer EIN480732570
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakemary Center, Inc Retirement Plan)

Sponsor-wide plan assets over time

All Lakemary Center, Inc Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$12M 23.78153812124427% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.59M $11.9M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 150 $10M
2023 1 143 $11M
2024 1 137 $12M

Nearby 401(k) Plans in Kansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lakemary Center, Inc 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Lakemary Center, Inc 401(k) Plan, Total assets ($B): 0.01053617 · Participants: 143Lakemary Center, Inc 401(k) PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Lakemary Center, Inc 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Lakemary Center, Inc 401(k) Plan side-by-side with 3 peers →

Lakemary Center, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of E Center in CA ($11M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Lakemary Center, Inc 401(k) Plan assets move in 2023? ▼
Lakemary Center, Inc 401(k) Plan grew at a solid clip - up 9.8% during 2023, from $10M to $11M. Reported net income was $943K.
How have Lakemary Center, Inc Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakemary Center, Inc Retirement Plan's sponsor-wide assets grew 23.8%, from $10M to $12M.
Which 401(k) plans are similar in size to Lakemary Center, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of E Center in CA ($11M, 497 participants).
Which 401(k) plans cover a similar participant headcount to Lakemary Center, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 480732570.

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.