Other · DOL Form 5500 · 2024

The Lakes Region Mental Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
177
Participants Small participant base
55th
Percentile by assets National rank
$54,994
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lakes Region Mental Health Center, Inc. 403(b) Plan · Sponsored by The Lakes Region Mental Health Center, Inc. · New Hampshire · Healthcare & Social Assistance

$10M in assets, 177 participants

The Lakes Region Mental Health Center, Inc.'s The Lakes Region Mental Health Center, Inc. 403(b) Plan reported $10M in total assets and 177 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.

  • #10,254 in Healthcare & Social Assistance (16,916 peers)

The Lakes Region Mental Health Center, Inc. multi-year trail

The Lakes Region Mental Health Center, Inc.'s plans moved +18.9% in assets from 2022 to 2024; this filing shows The Lakes Region Mental Health Center, Inc. 403(b) Plan at $10M / 177 participants.

#10,254
in Healthcare & Social Assistance (16,916 peers)
-1.1%
assets change YoY

The plan reported a net loss of $108K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Lakes Region Mental Health Center, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Lakes Region Mental Health Center, Inc. 403(b) Plan vs every filed plan by assets

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

$9,733,980 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

The Lakes Region Mental Health Center, Inc. 403(b) 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. The Lakes Region Mental Health Center, Inc. 403(b) Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Lakes Region Mental Health Center, Inc. 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to -$108K in the plan year 2024 filing.
  • The Lakes Region Mental Health Center, Inc. 403(b) Plan reported participants fell from 184 in the plan year 2023 filing to 177 in the plan year 2024 filing.
  • The Lakes Region Mental Health Center, Inc. 403(b) Plan end-of-year assets fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 020272138 · The Lakes Region Mental Health Center, Inc. PY 2024 · Other

The Lakes Region Mental Health Center, Inc. 403(b) Plan · $10M · 177 · 55th

  • EOY $10M
  • EOY 177
  • EOY 55th
  • EOY Other
  • EOY near Tax Deferred Annuity Plan of Outreach Development Corporation
  • EOY ind #10254

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 Hampshire →

The Lakes Region Mental Health Center, Inc. 403(b) Plan in the asset neighbourhood

Boulder City Hospital, Inc. Tax Deferred Annuity PlanBoulder City Hospital, Inc. …$10MCriterion Child Enrichment Inc. Tax Deferred Annuity (Tda) PlanCriterion Child Enrichment I…$10MAmber Charter School 403(b) DC PlanAmber Charter School 403(b) …$10MThe Lakes Region Mental Health Center, Inc. 403(b) PlanThe Lakes Region Mental Heal…$10MTax Deferred Annuity Plan of Outreach Development CorporationTax Deferred Annuity Plan of…$10M
End-of-year total assets ($M) among The Lakes Region Mental Health Center, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

The Lakes Region Mental Health Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Lakes Region Mental Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 18.872537944890606% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.19M $9.73M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 192 $8M
2023 1 184 $10M
2024 1 177 $10M

The Lakes Region Mental Health Center, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$108K
Employer EIN020272138
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Hampshire

Peer Other plans, same state, same plan type, ranked by total assets.

The Lakes Region Mental Health Center, Inc. 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants The Lakes Region Mental Health Center, Inc. 403(b) Plan, Total assets ($B): 0.00973398 · Participants: 177The Lakes Region Mental Health Center, Inc. 403(b) PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.650323 · Participants: 13150Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 1.115215444 · Participants: 4150Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.493721877 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.355982371 · Participants: 55403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.290735626 · Participants: 2793Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
The Lakes Region Mental Health Center, Inc. 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants

The Lakes Region Mental Health Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is Tax Deferred Annuity Plan of Outreach Development Corporation in NY ($10M); by covered participants it is Kentucky Country Day School 403(b) DC Plan in KY (177 participants). Same-state nearby plans are listed separately above.

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 The Lakes Region Mental Health Center, Inc. 403(b) Plan assets move in 2024?
The Lakes Region Mental Health Center, Inc. 403(b) Plan edged down modestly - down 1.1% during 2024, from $10M to $10M. Reported net income was -$108K.
How have The Lakes Region Mental Health Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Lakes Region Mental Health Center, Inc.'s sponsor-wide assets grew 18.9%, from $8M to $10M.
Which Other plans are similar in size to The Lakes Region Mental Health Center, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan of Outreach Development Corporation in NY ($10M, 76 participants).
Which Other plans cover a similar participant headcount to The Lakes Region Mental Health Center, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Kentucky Country Day School 403(b) DC Plan in KY (177 participants, $47M in assets).