Other · DOL Form 5500 · 2024

Lakeview Center, Inc. Retirement Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
2,580
Participants Above avg headcount
92nd
Percentile by assets National rank
$45,245
Avg per participant Low balance/head
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Official DOL plan name: Lakeview Center Inc Retirement Savings 403(b) Plan · Sponsored by Lakeview Center, Inc. · Florida · Healthcare & Social Assistance

$117M in assets, 2,580 participants

Lakeview Center, Inc.'s Lakeview Center Inc Retirement Savings 403(b) Plan reported $117M in total assets and 2,580 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.

  • #15,649 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Lakeview Center Inc Retirement Savings 403(b) Plan covers 2,580 participants in Florida, 4.1x the typical Florida plan (state average ~628 per filing). Assets: $117M.

#15,649
in Healthcare & Social Assistance (16,916 peers)
+15.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Lakeview Center Inc Retirement Savings 403(b) Plan's outsized position by total assets

Lakeview Center Inc Retirement Savings 403(b) Plan vs every filed plan by assets

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

$116,732,463 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 Center Inc Retirement Savings 403(b) 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 Center Inc Retirement Savings 403(b) Plan lands in the large band (2,580 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeview Center Inc Retirement Savings 403(b) Plan end-of-year assets rose from $101M in the plan year 2023 filing to $117M in the plan year 2024 filing.
  • Lakeview Center Inc Retirement Savings 403(b) Plan reported participants rose from 2,413 in the plan year 2023 filing to 2,580 in the plan year 2024 filing.
  • Lakeview Center Inc Retirement Savings 403(b) Plan reported net income fell from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 590737872 · Lakeview Center, Inc. PY 2024 · Other

Lakeview Center Inc Retirement Savings 403(b) Plan · $117M · 2,580 · 92nd

  • VS-ST $117M
  • VS-ST 2,580
  • VS-ST 92nd
  • VS-ST Other
  • VS-ST near Russell Sage College Defined Contribution Retirement Plan
  • VS-ST ind #15649

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 Florida →

Lakeview Center Inc Retirement Savings 403(b) Plan in the asset neighbourhood

Endicott College DC Retirement PlanEndicott College DC Retireme…$117MRussell Sage College Defined Contribution Retirement PlanRussell Sage College Defined…$117MLakeview Center Inc Retirement Savings 403(b) PlanLakeview Center Inc Retireme…$117MFoundation Physicians Medical Group, Inc. 401(k) PlanFoundation Physicians Medica…$117MColumbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and SurgeonsColumbia University Defined …$117M
End-of-year total assets ($M) among Lakeview Center Inc Retirement Savings 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$117M
Net Income$16M
Employer EIN590737872
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Center, Inc.)

Sponsor-wide plan assets over time

All Lakeview Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 37.79225346950457% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.7M $117M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 2,432 $85M
2023 1 2,413 $101M
2024 1 2,580 $117M

Nearby Other Plans in Florida

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

Lakeview Center Inc Retirement Savings 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -10123 Total assets ($B) Participants Lakeview Center Inc Retirement Savings 403(b) Plan, Total assets ($B): 0.116732463 · Participants: 2580Lakeview Center Inc Retirement Savings 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Lakeview Center Inc Retirement Savings 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants

Lakeview Center Inc Retirement Savings 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Russell Sage College Defined Contribution Retirement Plan in NY ($117M); by covered participants it is Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan in VA (2,582 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,580 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 Center Inc Retirement Savings 403(b) Plan assets move in 2024?
Lakeview Center Inc Retirement Savings 403(b) Plan grew sharply - up 15.7% during 2024, from $101M to $117M. Reported net income was $16M.
How have Lakeview Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lakeview Center, Inc.'s sponsor-wide assets grew 37.8%, from $85M to $117M.
Where does Lakeview Center Inc Retirement Savings 403(b) Plan rank by assets among Form 5500 filers?
Lakeview Center Inc Retirement Savings 403(b) 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 Other plans are similar in size to Lakeview Center Inc Retirement Savings 403(b) Plan?
Among Other plans in other states, the closest by assets is Russell Sage College Defined Contribution Retirement Plan in NY ($117M, 972 participants).
Which Other plans cover a similar participant headcount to Lakeview Center Inc Retirement Savings 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan in VA (2,582 participants, $124M in assets).