Other · DOL Form 5500 · 2023
Lakeland Regional Medical Center, Inc. Retirement Plan
Data updated 2026-08-11
- $374M
- Total assets
- 6,686
- Participants
- 97th
- Percentile by assets
- $55,951
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $374M
- total plan assets (2023 EOY)
- 6,686
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $55,951
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Lakeland Regional Medical Center 403(b) Plan reports 6,686 participants - 11x that state average ($374M EOY assets).
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.)
| 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.
Lakeland Regional Medical Center 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lakeland Regional Medical Center 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Lakeland Regional Medical Center 403(b) Plan assets move in 2023? ▼
How have Lakeland Regional Medical Center, Inc. plan assets changed over time? ▼
Where does Lakeland Regional Medical Center 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Lakeland Regional Medical Center 403(b) Plan? ▼
Next read for Lakeland Regional Medical Center 403(b) …
Filing takeaways
Ways to act on Lakeland Regional Medical Center 403(b) Plan's numbers.
- By total assets, Lakeland Regional Medical Center 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Lakeland Regional Medical Center, Inc.'s sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans