Profit Sharing · DOL Form 5500 · 2023

Lakeland Regional Medical Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
4,477
Participants Above avg headcount
94th
Percentile by assets National rank
$39,435
Avg per participant Low balance/head
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Official DOL plan name: Lakeland Regional Medical Center Retirement Plan Trust · Sponsored by Lakeland Regional Medical Center, Inc. · Florida · Healthcare & Social Assistance

$177M in assets, 4,477 participants

Lakeland Regional Medical Center, Inc.'s Lakeland Regional Medical Center Retirement Plan Trust reported $177M in total assets and 4,477 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,795 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Lakeland Regional Medical Center Retirement Plan Trust covers 4,477 participants in Florida, 7.1x the typical Florida plan (state average ~628 per filing). Assets: $177M.

#16,795
in Healthcare & Social Assistance (17,684 peers)
+13.7%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Lakeland Regional Medical Center Retirement Plan Trust's outsized position by total assets

Lakeland Regional Medical Center Retirement Plan Trust vs every filed plan by assets

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

$176,552,054 Top 6% higher than 94% 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 Regional Medical Center Retirement Plan Trust'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. Lakeland Regional Medical Center Retirement Plan Trust lands in the large band (4,477 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeland Regional Medical Center Retirement Plan Trust reported net income rose from -$33M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Lakeland Regional Medical Center Retirement Plan Trust reported participants fell from 7,487 in the plan year 2022 filing to 4,477 in the plan year 2023 filing.
  • Lakeland Regional Medical Center Retirement Plan Trust end-of-year assets rose from $155M in the plan year 2022 filing to $177M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592650456 · Lakeland Regional Medical Center, Inc. PY 2023 · Profit Sharing

Lakeland Regional Medical Center Retirement Plan Trust · $177M · 4,477 · 94th

  • PCT $177M
  • PCT 4,477
  • PCT 94th
  • PCT Profit Sharing
  • PCT near Bricklayers of Indiana Retirement Plan
  • PCT ind #16795

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 Florida →

Lakeland Regional Medical Center Retirement Plan Trust in the asset neighbourhood

Sumitomo Electric Group 401(k) PlanSumitomo Electric Group 401(…$178MDo It Best Corp. Restated Employees' Savings & Profit Sharing PlanDo It Best Corp. Restated Em…$177MLakeland Regional Medical Center Retirement Plan TrustLakeland Regional Medical Ce…$177MBricklayers of Indiana Retirement PlanBricklayers of Indiana Retir…$176MHolzer Health System 401a Profit Sharing PlanHolzer Health System 401a Pr…$175M
End-of-year total assets ($M) among Lakeland Regional Medical Center Retirement Plan Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$177M
Net Income$21M
Employer EIN592650456
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeland Regional Medical Center, Inc.)

Sponsor-wide plan assets over time

All Lakeland Regional Medical Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$615M 34.93144090116348% vs 2022
2024 filing year
$400M$450M$500M$550M$600M$650M 202220232024 $456M $615M ▲ +34.9%
Year Plans Participants Total Assets
2022 2 13,691 $456M
2023 2 11,163 $551M
2024 2 12,335 $615M

Nearby Profit Sharing Plans in Florida

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

Lakeland Regional Medical Center Retirement Plan Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -20246 Total assets ($B) Participants Lakeland Regional Medical Center Retirement Plan Trust, Total assets ($B): 0.176552054 · Participants: 4477Lakeland Regional Medical Center Retirement Plan TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Lakeland Regional Medical Center Retirement Plan Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants

Lakeland Regional Medical Center Retirement Plan Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Bricklayers of Indiana Retirement Plan in IN ($176M); by covered participants it is International Union of Operating Engineers Local 841 Qualified Savings Plan in IN (4,510 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,477 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 Regional Medical Center Retirement Plan Trust assets move in 2023? ▼
Lakeland Regional Medical Center Retirement Plan Trust grew at a solid clip - up 13.7% during 2023, from $155M to $177M. Reported net income was $21M.
How have Lakeland Regional Medical Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeland Regional Medical Center, Inc.'s sponsor-wide assets grew 34.9%, from $456M to $615M.
Where does Lakeland Regional Medical Center Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Lakeland Regional Medical Center Retirement Plan Trust ranks in the 94th 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 Profit Sharing plans are similar in size to Lakeland Regional Medical Center Retirement Plan Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Bricklayers of Indiana Retirement Plan in IN ($176M, 971 participants).
Which Profit Sharing plans cover a similar participant headcount to Lakeland Regional Medical Center Retirement Plan Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is International Union of Operating Engineers Local 841 Qualified Savings Plan in IN (4,510 participants, $144M in assets).