Other · DOL Form 5500 · 2023
Lakeland Regional Medical Center, Inc. Retirement Plan
Data updated 2026-08-25
- $374M
- Total assets Above avg plan size
- 6,686
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $55,951
- Avg per participant Low balance/head
Official DOL plan name: Lakeland Regional Medical Center 403(b) Plan · Sponsored by Lakeland Regional Medical Center, Inc. · Florida · Healthcare & Social Assistance
$374M in assets, 6,686 participants
Lakeland Regional Medical Center, Inc.'s Lakeland Regional Medical Center 403(b) Plan reported $374M in total assets and 6,686 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,151 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Lakeland Regional Medical Center 403(b) Plan covers 6,686 participants in Florida, 11x the typical Florida plan (state average ~628 per filing). Assets: $374M.
- #17,151
- in Healthcare & Social Assistance (17,684 peers)
- +24.5%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Lakeland Regional Medical Center 403(b) Plan's outsized position by total assets
Lakeland Regional Medical Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$374,088,625 Top 3% higher than 97% of 127,068 filed plans
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 403(b) Plan'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 403(b) Plan lands in the large band (6,686 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lakeland Regional Medical Center 403(b) Plan reported net income rose from -$23M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Lakeland Regional Medical Center 403(b) Plan end-of-year assets rose from $300M in the plan year 2022 filing to $374M in the plan year 2023 filing.
- Lakeland Regional Medical Center 403(b) Plan reported participants rose from 6,204 in the plan year 2022 filing to 6,686 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 592650456 · Lakeland Regional Medical Center, Inc. PY 2023 · Other
Lakeland Regional Medical Center 403(b) Plan · $374M · 6,686 · 97th
- BOOK $374M
- VS-ST 6,686
- BOY 97th
- SCH Other
- EBSA near University Health System, Inc. 403(b) Plan
- PART ind #17151
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 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $300M |
|---|---|
| Net Assets (End of Year) | $374M |
| Net Income | $74M |
| Employer EIN | 592650456 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,691 | $456M |
| 2023 | 2 | 11,163 | $551M |
| 2024 | 2 | 12,335 | $615M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Scale composition for Lakeland Regional Medical Center 403(b) Plan
Lakeland Regional Medical Center 403(b) Plan reports $374M in end-of-year assets across 6,686 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $55,951 per participant (40% of the national average assets-per-participant) . Net income for plan year 2023 was $74M.
This plan identity (EIN 592650456, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $300M to $425M (+41.6%) while covered participants moved from 6,204 to 7,316 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,204 | $300M | Open filing |
| 2023 | 6,686 | $374M | This page |
| 2024 · index core | 7,316 | $425M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Lakeland Regional Medical Center 403(b) Plan (Other, $425M, 7,316 participants)
- Lakeland Regional Medical Center Retirement Plan Trust (Profit Sharing, $189M, 5,019 participants)
Lakeland Regional Medical Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is University Health System, Inc. 403(b) Plan in TN ($374M); by covered participants it is Abington Memorial Hospital 403(b) Retirement Savings Plan in PA (6,704 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($374M here).
- University Health System, Inc. 403(b) Plan (TN) $374M · 5,227
- Fairleigh Dickinson University Defined Contribution Plan (NJ) $373M · 1,000
- Tift Regional Health System 403(b) Plan (GA) $376M · 2,657
- Baptist Health 403(b) Plan (AR) $376M · 10,987
Similar participant headcount
Nearest other-state filings by covered participants (6,686 participants); asset peers above are excluded.
- Abington Memorial Hospital 403(b) Retirement Savings Plan (PA) 6,704 · 18 off
- United Health Services, Inc. 403(b) Retirement Plan (NY) 6,652 · 34 off
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) 6,758 · 72 off
- Howard University Savings Plan (DC) 6,611 · 75 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.