Other · DOL Form 5500 · 2023

Lakeland University Retirement Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
315
Participants Below avg headcount
86th
Percentile by assets National rank
$174,713
Avg per participant Above avg balance/head
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Official DOL plan name: Lakeland University Retirement Plan 403(b) · Sponsored by Lakeland University · Wisconsin · Educational Services

$55M in assets, 315 participants

Lakeland University's Lakeland University Retirement Plan 403(b) reported $55M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,833 in Educational Services (3,735 peers)

Where Lakeland University Retirement Plan 403(b) sits by assets

Lakeland University Retirement Plan 403(b) sits in the top quartile of all filed plans by assets, $55M for 315 participants (~$174,713/participant), up 9.4% in 2023.

#2,833
in Educational Services (3,735 peers)
+9.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Lakeland University Retirement Plan 403(b)'s outsized position by total assets

Lakeland University Retirement Plan 403(b) vs every filed plan by assets

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

$55,034,489 Top 14% higher than 86% 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

Lakeland University Retirement Plan 403(b) 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. Lakeland University Retirement Plan 403(b) sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeland University Retirement Plan 403(b) reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lakeland University Retirement Plan 403(b) end-of-year assets rose from $50M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Lakeland University Retirement Plan 403(b) reported participants rose from 293 in the plan year 2022 filing to 315 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390821861 · Lakeland University PY 2023 · Other

Lakeland University Retirement Plan 403(b) · $55M · 315 · 86th

  • TYPE $55M
  • NET 315
  • BOOK 86th
  • VS-ST Other
  • BOY near New York University Retirement Plan for Adjunct Faculty Members
  • SCH ind #2833

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 Educational Services retirement plans → · Plans in Wisconsin →

Lakeland University Retirement Plan 403(b) in the asset neighbourhood

Waynesburg University Defined Contribution Retirement PlanWaynesburg University Define…$55MManhattan School of Music Retirement Savings PlanManhattan School of Music Re…$55MLakeland University Retirement Plan 403(b)Lakeland University Retireme…$55MNew York University Retirement Plan for Adjunct Faculty MembersNew York University Retireme…$55MWeirton Medical Center Supplemental Retirement Income PlanWeirton Medical Center Suppl…$55M
End-of-year total assets ($M) among Lakeland University Retirement Plan 403(b) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$55M
Net Income$5M
Employer EIN390821861
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeland University)

Sponsor-wide plan assets over time

All Lakeland University plans reported in each filing year

Latest sponsor-wide plan assets
$57M 13.93349698130096% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $50.3M $57.3M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 293 $50M
2023 1 315 $55M
2024 1 323 $57M

Nearby Other Plans in Wisconsin

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

Lakeland University Retirement Plan 403(b) vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Lakeland University Retirement Plan 403(b), Total assets ($B): 0.055034489 · Participants: 315Lakeland University Retirement Plan 403(b)The Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Lakeland University Retirement Plan 403(b) vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Lakeland University Retirement Plan 403(b) side-by-side with 3 peers →

Lakeland University Retirement Plan 403(b)'s out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is New York University Retirement Plan for Adjunct Faculty Members in NY ($55M); by covered participants it is Piedmont University Tax Deferred Retirement Annuity P in GA (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Lakeland University Retirement Plan 403(b) assets move in 2023? ▼
Lakeland University Retirement Plan 403(b) grew at a solid clip - up 9.4% during 2023, from $50M to $55M. Reported net income was $5M.
How have Lakeland University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeland University's sponsor-wide assets grew 13.9%, from $50M to $57M.
Where does Lakeland University Retirement Plan 403(b) rank by assets among Form 5500 filers? ▼
Lakeland University Retirement Plan 403(b) ranks in the 86th 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 Lakeland University Retirement Plan 403(b)? ▼
Among Other plans in other states, the closest by assets is New York University Retirement Plan for Adjunct Faculty Members in NY ($55M, 4,750 participants).
Which Other plans cover a similar participant headcount to Lakeland University Retirement Plan 403(b)? ▼
Among Other plans in other states, the closest by covered participants is Piedmont University Tax Deferred Retirement Annuity P in GA (315 participants, $43M 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 390821861.

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.