401(k) · DOL Form 5500 · 2024

Lakeland Medical Associates 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
81
Participants Small participant base
68th
Percentile by assets National rank
$222,874
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeland Medical Associates 401(k) Profit Sharing Plan · Sponsored by Lakeland Medical Associates · Texas · Healthcare & Social Assistance

$18M in assets, 81 participants

Lakeland Medical Associates's Lakeland Medical Associates 401(k) Profit Sharing Plan reported $18M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,365 in Healthcare & Social Assistance (16,916 peers)

Lakeland Medical Associates multi-year trail

Lakeland Medical Associates's plans moved +33.9% in assets from 2022 to 2024; this filing shows Lakeland Medical Associates 401(k) Profit Sharing Plan at $18M / 81 participants.

#12,365
in Healthcare & Social Assistance (16,916 peers)
+6.8%
assets growth YoY

Lakeland Medical Associates 401(k) Profit Sharing Plan's outsized position by total assets

Lakeland Medical Associates 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,052,783 Top 32% higher than 68% of 123,620 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 2024

Lakeland Medical Associates 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeland Medical Associates 401(k) Profit Sharing Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeland Medical Associates 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lakeland Medical Associates 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751662981 · Lakeland Medical Associates PY 2024 · 401(k)

Lakeland Medical Associates 401(k) Profit Sharing Plan · $18M · 81 · 68th

  • SCH $18M
  • SCH 81
  • SCH 68th
  • SCH 401(k)
  • SCH near Air Power, Inc. and Production Systems, Inc. Retirement Savings and Profit Sharing Plan
  • SCH ind #12365

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 Texas →

Lakeland Medical Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Lakeland Medical Associates 401(k) Profit Sharing PlanLakeland Medical Associates …$18MAir Power, Inc. and Production Systems, Inc. Retirement Savings and Profit Sharing PlanAir Power, Inc. and Producti…$18ML & R Distributors, Inc. 401(k) Profit Sharing Plan and TrustL & R Distributors, Inc. 401…$18MJoho Capital LLC 401(k) Profit Sharing PlanJoho Capital LLC 401(k) Prof…$18MAdvanced Power Services 401(k) PlanAdvanced Power Services 401(…$18M
End-of-year total assets ($M) among Lakeland Medical Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lakeland Medical Associates multi-year asset trail

Sponsor-wide plan assets over time

All Lakeland Medical Associates plans reported in each filing year

Latest sponsor-wide plan assets
$18M 33.933055666015775% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.5M $18.1M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 74 $13M
2023 1 81 $17M
2024 1 81 $18M

Lakeland Medical Associates filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN751662981
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lakeland Medical Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lakeland Medical Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.018052783 · Participants: 81Lakeland Medical Associates 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Lakeland Medical Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lakeland Medical Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lakeland Medical Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Air Power, Inc. and Production Systems, Inc. Retirement Savings and Profit Sharing Plan in NC ($18M); by covered participants it is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lakeland Medical Associates 401(k) Profit Sharing Plan assets move in 2024? ▼
Lakeland Medical Associates 401(k) Profit Sharing Plan grew at a solid clip - up 6.8% during 2024, from $17M to $18M. Reported net income was $1M.
How have Lakeland Medical Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeland Medical Associates's sponsor-wide assets grew 33.9%, from $13M to $18M.
Which 401(k) plans are similar in size to Lakeland Medical Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Air Power, Inc. and Production Systems, Inc. Retirement Savings and Profit Sharing Plan in NC ($18M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Lakeland Medical Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751662981.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.