401(k) · DOL Form 5500 · 2024
Lakeview Christian Home of the Southwest, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $18,901
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc · Sponsored by Lakeview Christian Home of the Southwest, Inc. · New Mexico · Healthcare & Social Assistance
$3M in assets, 136 participants
Lakeview Christian Home of the Southwest, Inc.'s 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc reported $3M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,334 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Mexico
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc covers 136 participants in New Mexico, about 37% of the average New Mexico filer (state average ~365 per filing). Assets: $3M.
- #5,334
- in Healthcare & Social Assistance (16,916 peers)
- -5.5%
- assets change YoY
The plan reported a net loss of $150K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc among the smaller filed plans by assets
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,570,526 32nd percentile higher than 32% 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
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc 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. 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc reported net income fell from $129K in the plan year 2023 filing to -$150K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 850160614 · Lakeview Christian Home of the Southwest, Inc. PY 2024 · 401(k)
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc · $3M · 136 · 32nd
- 5500 $3M
- 5500 136
- 5500 32nd
- 5500 401(k)
- 5500 near K & B Drywall LLC 401(k) Plan
- 5500 ind #5334
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 New Mexico →
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$150K |
| Employer EIN | 850160614 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeview Christian Home of the Southwest, Inc.)
Sponsor-wide plan assets over time
All Lakeview Christian Home of the Southwest, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 116.07980092805754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $3M |
| 2023 | 1 | 136 | $3M |
| 2024 | 2 | 288 | $6M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is K & B Drywall LLC 401(k) Plan in KY ($3M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 136 · 0 off
- Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) 136 · 0 off
- Edelstein & Company Profit Sharing Plan (MA) 136 · 0 off
- Patient Now LLC 401(k) Plan (CO) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.