401(k) · DOL Form 5500 · 2024
Lakeview Clinic, Ltd 401(k) Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 191
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $546,911
- Avg per participant High balance/head
Official DOL plan name: Lakeview Clinic Ltd, Retirement Savings Plan · Sponsored by Lakeview Clinic, Ltd · Minnesota · Healthcare & Social Assistance
$104M in assets, 191 participants
Lakeview Clinic, Ltd's Lakeview Clinic Ltd, Retirement Savings Plan reported $104M in total assets and 191 participants in its 2024 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.
- #15,531 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Lakeview Clinic Ltd, Retirement Savings Plan covers 191 participants in Minnesota, about 17% of the average Minnesota filer (state average ~1,126 per filing). Assets: $104M.
- #15,531
- in Healthcare & Social Assistance (16,916 peers)
- -1.6%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lakeview Clinic Ltd, Retirement Savings Plan's outsized position by total assets
Lakeview Clinic Ltd, Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$104,460,022 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lakeview Clinic Ltd, Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Clinic Ltd, Retirement Savings Plan sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lakeview Clinic Ltd, Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Lakeview Clinic Ltd, Retirement Savings Plan reported participants rose from 175 in the plan year 2023 filing to 191 in the plan year 2024 filing.
- Lakeview Clinic Ltd, Retirement Savings Plan end-of-year assets fell from $106M in the plan year 2023 filing to $104M in the plan year 2024 filing.
DOL schedule card
Filing strip 411340895 · Lakeview Clinic, Ltd PY 2024 · 401(k)
Lakeview Clinic Ltd, Retirement Savings Plan · $104M · 191 · 91st
- SCH $104M
- EBSA 191
- PART 91st
- TYPE 401(k)
- NET near U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan
- BOOK ind #15531
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 Minnesota →
Lakeview Clinic Ltd, Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | -$2M |
| Employer EIN | 411340895 |
| Plan Effective Date | 1979-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeview Clinic, Ltd)
Sponsor-wide plan assets over time
All Lakeview Clinic, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 3.2139417561062977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $101M |
| 2023 | 1 | 175 | $106M |
| 2024 | 1 | 191 | $104M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Lakeview Clinic Ltd, Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan in TX ($104M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
- U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan (TX) $104M · 2,848
- Onerws 401(k) Plan (CT) $104M · 158
- Intuitive Research and Technology Corporation Retirement Plan (AL) $104M · 557
- Samsonite Employee Savings Trust (MA) $104M · 646
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Brown-Campbell Company 401(k) Plan (MI) 191 · 0 off
- J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan (CA) 191 · 0 off
- Community Connections, Inc. 401(k) Plan (AK) 191 · 0 off
- Mkec Engineering, Inc. 401(k) Plan (KS) 191 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.