401(k)
2023 plan-year 401(k) DOL Form 5500

LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LAKELAND REGIONAL MEDICAL CENTER, INC.

This 401(k) plan holds $177M in total assets and serves 4,477 participants as of 2023. It is sponsored by LAKELAND REGIONAL MEDICAL CENTER, INC. in Florida. The plan reported positive net income of $21M for the year.

Total Assets (2023)
$177M
Participants
4,477
State
Industry
Healthcare & Social Assistance

What the Filing Says About LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST

LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST is a 401(k) retirement plan sponsored by LAKELAND REGIONAL MEDICAL CENTER, INC., headquartered in Florida. As of the 2023 Form 5500 filing, the plan reports $177M in total end-of-year assets and covers 4,477 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 592650456, and the plan has been effective since 1989-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $155M at the beginning of 2023 to $177M at year-end — a gain of 13.7%. Net assets (after liabilities) closed the year at $177M, with reported net income of $21M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$155M
Total Assets (End of Year)$177M
Net Assets (End of Year)$177M
Net Income$21M
Plan Type401(k)
Employer EIN592650456
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LAKELAND REGIONAL MEDICAL CENTER, INC.)

Year Plans Participants Total Assets
2022 2 13,691 $456M
2023 2 11,163 $551M
2024 2 12,335 $615M

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Frequently Asked Questions

How much money is in the LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST?
As of the 2023 Form 5500 filing, LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST holds $177M in total assets with 4,477 participants. It is sponsored by LAKELAND REGIONAL MEDICAL CENTER, INC..
What type of plan is LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST?
LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST is a 401(k) plan. It has been effective since 1989-07-01. The plan is filed with the U.S. Department of Labor under EIN 592650456.
Who sponsors the LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST?
LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST is sponsored by LAKELAND REGIONAL MEDICAL CENTER, INC., located in Florida. The sponsor's EIN is 592650456 and the plan operates in the Healthcare & Social Assistance industry.
How did LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST perform in 2023?
LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST grew by 13.7% during 2023, moving from $155M to $177M in total assets. Net income was $21M.
Where can I find official filings for LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST?
Official Form 5500 filings for LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 592650456 or plan name at efast.dol.gov.
How does LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST compare to other plans?
You can compare LAKELAND REGIONAL MEDICAL CENTER RETIREMENT PLAN TRUST against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 592650456.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.