Profit Sharing · DOL Form 5500 · 2024
The Lakes Community Health Center, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 421
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $61,862
- Avg per participant Low balance/head
Official DOL plan name: The Lakes Community Health Center, Inc. 403(b) Plan · Sponsored by The Lakes Community Health Center, Inc. · Wisconsin · Healthcare & Social Assistance
$26M in assets, 421 participants
The Lakes Community Health Center, Inc.'s The Lakes Community Health Center, Inc. 403(b) Plan reported $26M in total assets and 421 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #13,320 in Healthcare & Social Assistance (16,916 peers)
Where The Lakes Community Health Center, Inc. 403(b) Plan sits by assets
The Lakes Community Health Center, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $26M for 421 participants (~$61,862/participant), up 30.3% in 2024.
- #13,320
- in Healthcare & Social Assistance (16,916 peers)
- +30.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Lakes Community Health Center, Inc. 403(b) Plan's outsized position by total assets
The Lakes Community Health Center, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,043,862 Top 25% higher than 75% 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
The Lakes Community 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 Community Health Center, Inc. 403(b) Plan sits mid-pack in the medium band (421 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Lakes Community Health Center, Inc. 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- The Lakes Community Health Center, Inc. 403(b) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- The Lakes Community Health Center, Inc. 403(b) Plan reported participants rose from 371 in the plan year 2023 filing to 421 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 352297925 · The Lakes Community Health Center, Inc. PY 2024 · Profit Sharing
The Lakes Community Health Center, Inc. 403(b) Plan · $26M · 421 · 75th
- BOOK $26M
- BOOK 421
- BOOK 75th
- BOOK Profit Sharing
- BOOK near Stone Setters Annuity Fund Local 84
- BOOK ind #13320
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 Wisconsin →
The Lakes Community Health Center, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $6M |
| Employer EIN | 352297925 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lakes Community Health Center, Inc.)
Sponsor-wide plan assets over time
All The Lakes Community Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 59.536376648979584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $16M |
| 2023 | 1 | 371 | $20M |
| 2024 | 1 | 421 | $26M |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
The Lakes Community Health Center, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Stone Setters Annuity Fund Local 84 in NY ($26M); by covered participants it is St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan in ID (420 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (421 participants); asset peers above are excluded.
- St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan (ID) 420 · 1 off
- Teamsters Local 814 Annuity Fund (NJ) 422 · 1 off
- Eos Energy Storage LLC Retirement Savings Plan (NJ) 420 · 1 off
- Chp 403(b) Employee Retirement Plan (VA) 420 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.