401(k) · DOL Form 5500 · 2024

Lakeview Health Services, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
147
Participants Small participant base
44th
Percentile by assets National rank
$37,442
Avg per participant Low balance/head
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Official DOL plan name: Lakeview Health 401(k) Plan · Sponsored by Lakeview Health Services, Inc. · New York · Healthcare & Social Assistance

$6M in assets, 147 participants

Lakeview Health Services, Inc.'s Lakeview Health 401(k) Plan reported $6M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #7,967 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Lakeview Health 401(k) Plan covers 147 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $6M.

#7,967
in Healthcare & Social Assistance (16,916 peers)
+13.1%
assets growth YoY

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

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

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

$5,504,019 44th percentile higher than 44% 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 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 401(k) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeview Health 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $639K in the plan year 2024 filing.
  • Lakeview Health 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Lakeview Health 401(k) Plan reported participants rose from 144 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222215112 · Lakeview Health Services, Inc. PY 2024 · 401(k)

Lakeview Health 401(k) Plan · $6M · 147 · 44th

  • PHOTO $6M
  • IND 147
  • EOY 44th
  • 5500 401(k)
  • ASSETS near Brown, Williams, Moorhead & Quinn, Inc.
  • PCT ind #7967

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 York →

Lakeview Health 401(k) Plan in the asset neighbourhood

Lakeview Health 401(k) Plan$6MBrown, Williams, Moorhead & Quinn, Inc.Brown, Williams, Moorhead & …$6MSfh Company LLC and Affiliates 401(k) PlanSfh Company LLC and Affiliat…$6MKalio, Inc 401(k) Plan$6MFirst Harvest Federal Credit Union 401(k)First Harvest Federal Credit…$6M
End-of-year total assets ($M) among Lakeview Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$639K
Employer EIN222215112
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Health Services, Inc.)

Sponsor-wide plan assets over time

All Lakeview Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.83646916137408% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.83M $5.5M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 140 $4M
2023 1 144 $5M
2024 1 147 $6M

Nearby 401(k) Plans in New York

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

Lakeview Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lakeview Health 401(k) Plan, Total assets ($B): 0.005504019 · Participants: 147Lakeview Health 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Lakeview Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lakeview Health 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Brown, Williams, Moorhead & Quinn, Inc. in MD ($6M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (147 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 401(k) Plan assets move in 2024? ▼
Lakeview Health 401(k) Plan grew at a solid clip - up 13.1% during 2024, from $5M to $6M. Reported net income was $639K.
How have Lakeview Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Health Services, Inc.'s sponsor-wide assets grew 43.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Lakeview Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brown, Williams, Moorhead & Quinn, Inc. in MD ($6M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M 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 222215112.

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.