Other · DOL Form 5500 · 2024

Lakeview Memorial Hospital Association, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
76
Participants Small participant base
51st
Percentile by assets National rank
$106,654
Avg per participant Below avg balance/head
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Official DOL plan name: The Lakeview Employees' Tax Deferred Annuity Plan · Sponsored by Lakeview Memorial Hospital Association, Inc. · Minnesota · Healthcare & Social Assistance

$8M in assets, 76 participants

Lakeview Memorial Hospital Association, Inc.'s The Lakeview Employees' Tax Deferred Annuity Plan reported $8M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,526 in Healthcare & Social Assistance (16,916 peers)

Lakeview Memorial Hospital Association, Inc. multi-year trail

Lakeview Memorial Hospital Association, Inc.'s plans moved +30.3% in assets from 2022 to 2024; this filing shows The Lakeview Employees' Tax Deferred Annuity Plan at $8M / 76 participants.

#9,526
in Healthcare & Social Assistance (16,916 peers)
-6.0%
assets change YoY

The plan reported a net loss of $521K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Lakeview Employees' Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Lakeview Employees' Tax Deferred Annuity Plan vs every filed plan by assets

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

$8,105,739 Top 49% higher than 51% 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 Lakeview Employees' Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lakeview Employees' Tax Deferred Annuity Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Lakeview Employees' Tax Deferred Annuity Plan reported net income fell from $202K in the plan year 2023 filing to -$521K in the plan year 2024 filing.
  • The Lakeview Employees' Tax Deferred Annuity Plan reported participants fell from 83 in the plan year 2023 filing to 76 in the plan year 2024 filing.
  • The Lakeview Employees' Tax Deferred Annuity Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410811697 · Lakeview Memorial Hospital Association, Inc. PY 2024 · Other

The Lakeview Employees' Tax Deferred Annuity Plan · $8M · 76 · 51st

  • SCH $8M
  • EBSA 76
  • PART 51st
  • TYPE Other
  • NET near Fort Wayne Medical Education Program 403(b) Plan
  • BOOK ind #9526

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 →

The Lakeview Employees' Tax Deferred Annuity Plan in the asset neighbourhood

The Lakeview Employees' Tax Deferred Annuity PlanThe Lakeview Employees' Tax …$8MThe Chrysler Museum Tda & Retirement Plan CombinedThe Chrysler Museum Tda & Re…$8MFort Wayne Medical Education Program 403(b) PlanFort Wayne Medical Education…$8MAmerican Conservatory Theater 403(b) DC and Tda PlansAmerican Conservatory Theate…$8MOne Degree 403(b) Plan$8M
End-of-year total assets ($M) among The Lakeview Employees' Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Lakeview Memorial Hospital Association, Inc. multi-year asset trail

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

Lakeview Memorial Hospital Association, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$521K
Employer EIN410811697
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

The Lakeview Employees' Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Lakeview Employees' Tax Deferred Annuity Plan, Total assets ($B): 0.008105739 · Participants: 76The Lakeview Employees' Tax Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
The Lakeview Employees' Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare The Lakeview Employees' Tax Deferred Annuity Plan side-by-side with 3 peers →

The Lakeview Employees' Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Fort Wayne Medical Education Program 403(b) Plan in IN ($8M); by covered participants it is Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan in PR (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 The Lakeview Employees' Tax Deferred Annuity Plan assets move in 2024? ▼
The Lakeview Employees' Tax Deferred Annuity Plan pulled back noticeably - down 6.0% during 2024, from $9M to $8M. Reported net income was -$521K.
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.
Which Other plans are similar in size to The Lakeview Employees' Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Fort Wayne Medical Education Program 403(b) Plan in IN ($8M, 64 participants).
Which Other plans cover a similar participant headcount to The Lakeview Employees' Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan in PR (76 participants, $19M 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.