Other · DOL Form 5500 · 2024
Lakewood Resource and Referral Center Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 406
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $16,457
- Avg per participant Low balance/head
Official DOL plan name: Chemed Retirement Plan · Sponsored by Lakewood Resource and Referral Center · New Jersey · Healthcare & Social Assistance
$7M in assets, 406 participants
Lakewood Resource and Referral Center's Chemed Retirement Plan reported $7M in total assets and 406 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #8,759 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Chemed Retirement Plan covers 406 participants in New Jersey, about 48% of the average New Jersey filer (state average ~844 per filing). Assets: $7M.
- #8,759
- in Healthcare & Social Assistance (16,916 peers)
- +62.0%
- assets growth YoY
Chemed Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Chemed Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,681,683 47th percentile higher than 47% 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
Chemed Retirement 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. Chemed Retirement Plan sits mid-pack in the medium band (406 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chemed Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Chemed Retirement Plan reported participants rose from 356 in the plan year 2023 filing to 406 in the plan year 2024 filing.
- Chemed Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 201324142 · Lakewood Resource and Referral Center PY 2024 · Other
Chemed Retirement Plan · $7M · 406 · 47th
- RANK $7M
- PHOTO 406
- IND 47th
- EOY Other
- 5500 near Lisner-Louise-Dickson-Hurt Home 403 (B) Plan
- ASSETS ind #8759
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 Jersey →
Chemed Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $3M |
| Employer EIN | 201324142 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakewood Resource and Referral Center)
Sponsor-wide plan assets over time
All Lakewood Resource and Referral Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 268.2662555763403% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 329 | $2M |
| 2023 | 1 | 356 | $4M |
| 2024 | 1 | 406 | $7M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Chemed Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC ($7M); by covered participants it is Saint Vincent Retirement Plan in PA (406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (406 participants); asset peers above are excluded.
- Saint Vincent Retirement Plan (PA) 406 · 0 off
- Westmont College Defined Contribution Retirement Plan (CA) 406 · 0 off
- Heart of Texas Goodwill Industries 403b Plan (TX) 406 · 0 off
- Providence Day School Defined Contribution Plan (NC) 406 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.