401(k) · DOL Form 5500 · 2024

Combined Resources, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
315
Participants Below avg headcount
55th
Percentile by assets National rank
$30,577
Avg per participant Low balance/head
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Official DOL plan name: Lakeview Health Holdings, Inc 401(k) Plan · Sponsored by Combined Resources, LLC · Florida · Healthcare & Social Assistance

$10M in assets, 315 participants

Combined Resources, LLC's Lakeview Health Holdings, Inc 401(k) Plan reported $10M in total assets and 315 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,211 in Healthcare & Social Assistance (16,916 peers)

Combined Resources, LLC multi-year trail

Combined Resources, LLC's plans moved +57.2% in assets from 2022 to 2024; this filing shows Lakeview Health Holdings, Inc 401(k) Plan at $10M / 315 participants.

#10,211
in Healthcare & Social Assistance (16,916 peers)
+24.4%
assets growth YoY

Lakeview Health Holdings, Inc 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lakeview Health Holdings, Inc 401(k) Plan vs every filed plan by assets

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

$9,631,880 Top 45% higher than 55% 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

Lakeview Health Holdings, Inc 401(k) Plan 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. Lakeview Health Holdings, Inc 401(k) Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeview Health Holdings, Inc 401(k) Plan reported participants rose from 250 in the plan year 2023 filing to 315 in the plan year 2024 filing.
  • Lakeview Health Holdings, Inc 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Lakeview Health Holdings, Inc 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203722852 · Combined Resources, LLC PY 2024 · 401(k)

Lakeview Health Holdings, Inc 401(k) Plan · $10M · 315 · 55th

  • PART $10M
  • TYPE 315
  • NET 55th
  • BOOK 401(k)
  • VS-ST near National Frozen Foods Corporation Hourly 401(k) Plan and Trust
  • BOY ind #10211

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 →

Lakeview Health Holdings, Inc 401(k) Plan in the asset neighbourhood

Lakeview Health Holdings, Inc 401(k) PlanLakeview Health Holdings, In…$10MNational Frozen Foods Corporation Hourly 401(k) Plan and TrustNational Frozen Foods Corpor…$10MCyberpower, Inc. 401(k) Plan$10MTom Ford Retail LLC 401(k) PlanTom Ford Retail LLC 401(k) P…$10MLaird Mfg, LLC 401(k) Plan$10M
End-of-year total assets ($M) among Lakeview Health Holdings, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Combined Resources, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Combined Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 57.18794572770505% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $6.13M $9.63M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 253 $6M
2023 1 250 $8M
2024 1 315 $10M

Combined Resources, LLC filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN203722852
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Lakeview Health Holdings, Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lakeview Health Holdings, Inc 401(k) Plan, Total assets ($B): 0.00963188 · Participants: 315Lakeview Health Holdings, Inc 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Lakeview Health Holdings, Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lakeview Health Holdings, Inc 401(k) Plan side-by-side with 3 peers →

Lakeview Health Holdings, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is National Frozen Foods Corporation Hourly 401(k) Plan and Trust in WA ($10M); by covered participants it is Child Crisis Arizona 401(k) Plan in AZ (315 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Lakeview Health Holdings, Inc 401(k) Plan assets move in 2024? ▼
Lakeview Health Holdings, Inc 401(k) Plan grew sharply - up 24.4% during 2024, from $8M to $10M. Reported net income was $2M.
How have Combined Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Combined Resources, LLC's sponsor-wide assets grew 57.2%, from $6M to $10M.
Which 401(k) plans are similar in size to Lakeview Health Holdings, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Frozen Foods Corporation Hourly 401(k) Plan and Trust in WA ($10M, 681 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Health Holdings, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Child Crisis Arizona 401(k) Plan in AZ (315 participants, $11M 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 203722852.

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.