Other · DOL Form 5500 · 2024
Lexington Health Inc. Retirement Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 4,065
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $22,809
- Avg per participant Low balance/head
Official DOL plan name: Lexington Health Inc. 403(b) Retirement Plan · Sponsored by Lexington Health Inc. · South Carolina · Healthcare & Social Assistance
$93M in assets, 4,065 participants
Lexington Health Inc.'s Lexington Health Inc. 403(b) Retirement Plan reported $93M in total assets and 4,065 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,418 in Healthcare & Social Assistance (16,916 peers)
Coverage in South Carolina
Lexington Health Inc. 403(b) Retirement Plan covers 4,065 participants in South Carolina, 11x the typical South Carolina plan (state average ~369 per filing). Assets: $93M.
- #15,418
- in Healthcare & Social Assistance (16,916 peers)
- +63.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Lexington Health Inc. 403(b) Retirement Plan's outsized position by total assets
Lexington Health Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$92,716,808 Top 10% higher than 90% 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
Lexington Health Inc. 403(b) Retirement 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. Lexington Health Inc. 403(b) Retirement Plan lands in the large band (4,065 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lexington Health Inc. 403(b) Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $93M in the plan year 2024 filing.
- Lexington Health Inc. 403(b) Retirement Plan reported net income rose from $29M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Lexington Health Inc. 403(b) Retirement Plan reported participants rose from 3,282 in the plan year 2023 filing to 4,065 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 852276567 · Lexington Health Inc. PY 2024 · Other
Lexington Health Inc. 403(b) Retirement Plan · $93M · 4,065 · 90th
- VS-ST $93M
- VS-ST 4,065
- VS-ST 90th
- VS-ST Other
- VS-ST near Barton Health 403(b) Plan
- VS-ST ind #15418
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 South Carolina →
Lexington Health Inc. 403(b) Retirement Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $36M |
| Employer EIN | 852276567 |
| Plan Effective Date | 2020-11-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lexington Health Inc.)
Sponsor-wide plan assets over time
All Lexington Health Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 230.56746182905368% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,451 | $28M |
| 2023 | 1 | 3,282 | $57M |
| 2024 | 1 | 4,065 | $93M |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $939M · 29,196
- Roper St. Francis Healthcare 403(b) Plan $664M · 6,443
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $347M · 1,412
- Anmed Health Retirement Savings Plan $237M · 3,605
- Tidelands Health 403(b) Retirement Savings Plan $203M · 2,284
Lexington Health Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Barton Health 403(b) Plan in CA ($93M); by covered participants it is Bon Secours Charity Health System Tax Sheltered Annuity Plan in NY (4,070 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,065 participants); asset peers above are excluded.
- Bon Secours Charity Health System Tax Sheltered Annuity Plan (NY) 4,070 · 5 off
- South Nassau Communities Hospital Employee Defined Contribution Retirement Plan (NY) 4,072 · 7 off
- Caring Professionals, Inc. 401(a) Plan (NY) 4,044 · 21 off
- One Brooklyn Health 403(b) Retirement Plan (NY) 4,104 · 39 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.