401(k) · DOL Form 5500 · 2024

Lakeview Memorial Hospital Association, Inc. 401(k) Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
1,441
Participants Near avg headcount
92nd
Percentile by assets National rank
$88,313
Avg per participant Below avg balance/head
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Official DOL plan name: Lakeview Health 401(k) Plan · Sponsored by Lakeview Memorial Hospital Association, Inc. · Minnesota · Healthcare & Social Assistance

$127M in assets, 1,441 participants

Lakeview Memorial Hospital Association, Inc.'s Lakeview Health 401(k) Plan reported $127M in total assets and 1,441 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,746 in Healthcare & Social Assistance (16,916 peers)

Where Lakeview Health 401(k) Plan sits by assets

Lakeview Health 401(k) Plan sits in the top 10% of all filed plans by assets, $127M for 1,441 participants (~$88,313/participant), up 16.7% in 2024.

#15,746
in Healthcare & Social Assistance (16,916 peers)
+16.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Lakeview Health 401(k) Plan's outsized position by total assets

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

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

$127,258,609 Top 8% higher than 92% 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's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Health 401(k) Plan lands in the large band (1,441 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeview Health 401(k) Plan end-of-year assets rose from $109M in the plan year 2023 filing to $127M in the plan year 2024 filing.
  • Lakeview Health 401(k) Plan reported participants rose from 1,343 in the plan year 2023 filing to 1,441 in the plan year 2024 filing.
  • Lakeview Health 401(k) Plan reported net income rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 410811697 · Lakeview Memorial Hospital Association, Inc. PY 2024 · 401(k)

Lakeview Health 401(k) Plan · $127M · 1,441 · 92nd

  • PART $127M
  • PART 1,441
  • PART 92nd
  • PART 401(k)
  • PART near Forest River, Inc. 401(k) Plan
  • PART ind #15746

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 Minnesota →

Lakeview Health 401(k) Plan in the asset neighbourhood

Harbisonwalker International 401(k) PlanHarbisonwalker International…$127MAxos Financial, Inc. 401(k) PlanAxos Financial, Inc. 401(k) …$127MParr Brown Profit Sharing PlanParr Brown Profit Sharing Pl…$127MLakeview Health 401(k) Plan$127MForest River, Inc. 401(k) PlanForest River, Inc. 401(k) Pl…$127M
End-of-year total assets ($M) among Lakeview Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$127M
Net Income$18M
Employer EIN410811697
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Memorial Hospital Association, Inc.)

Sponsor-wide plan assets over time

All Lakeview Memorial Hospital Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$211M 30.262039915660555% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $162M $211M ▲ +30.3%
Year Plans Participants Total Assets
2022 3 1,550 $162M
2023 3 1,580 $189M
2024 3 1,659 $211M

Nearby 401(k) Plans in Minnesota

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

Lakeview Health 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Lakeview Health 401(k) Plan, Total assets ($B): 0.127258609 · Participants: 1441Lakeview Health 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Lakeview Health 401(k) Plan vs. nearby 401(k) plans in Minnesota, 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 Minnesota, the nearest 401(k) by assets is Forest River, Inc. 401(k) Plan in IN ($127M); by covered participants it is Amplify Education, Inc. 401(k) Plan in NY (1,441 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,441 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 sharply - up 16.7% during 2024, from $109M to $127M. Reported net income was $18M.
How have Lakeview Memorial Hospital Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Memorial Hospital Association, Inc.'s sponsor-wide assets grew 30.3%, from $162M to $211M.
Where does Lakeview Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Lakeview Health 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
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 Forest River, Inc. 401(k) Plan in IN ($127M, 11,867 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 Amplify Education, Inc. 401(k) Plan in NY (1,441 participants, $169M 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 410811697.

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.