Other · DOL Form 5500 · 2024
Lakeland Regional Medical Center, Inc. Retirement Plan
Data updated 2026-08-25
- $425M
- Total assets Above avg plan size
- 7,316
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $58,148
- Avg per participant Low balance/head
Official DOL plan name: Lakeland Regional Medical Center 403(b) Plan · Sponsored by Lakeland Regional Medical Center, Inc. · Florida · Healthcare & Social Assistance
$425M in assets, 7,316 participants
Lakeland Regional Medical Center, Inc.'s Lakeland Regional Medical Center 403(b) Plan reported $425M in total assets and 7,316 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,388 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Lakeland Regional Medical Center 403(b) Plan covers 7,316 participants in Florida, 12x the typical Florida plan (state average ~628 per filing). Assets: $425M.
- #16,388
- in Healthcare & Social Assistance (16,916 peers)
- +13.7%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Lakeland Regional Medical Center 403(b) Plan's outsized position by total assets
Lakeland Regional Medical Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$425,411,524 Top 3% higher than 97% 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
Lakeland Regional Medical Center 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. Lakeland Regional Medical Center 403(b) Plan lands in the large band (7,316 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lakeland Regional Medical Center 403(b) Plan reported net income fell from $74M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Lakeland Regional Medical Center 403(b) Plan end-of-year assets rose from $374M in the plan year 2023 filing to $425M in the plan year 2024 filing.
- Lakeland Regional Medical Center 403(b) Plan reported participants rose from 6,686 in the plan year 2023 filing to 7,316 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 592650456 · Lakeland Regional Medical Center, Inc. PY 2024 · Other
Lakeland Regional Medical Center 403(b) Plan · $425M · 7,316 · 97th
- PHOTO $425M
- IND 7,316
- EOY 97th
- 5500 Other
- ASSETS near American Cancer Society 403(b) Plan
- PCT ind #16388
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 →
Lakeland Regional Medical Center 403(b) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $374M |
|---|---|
| Net Assets (End of Year) | $425M |
| Net Income | $51M |
| Employer EIN | 592650456 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeland Regional Medical Center, Inc.)
Sponsor-wide plan assets over time
All Lakeland Regional Medical Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $615M 34.93144090116348% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,691 | $456M |
| 2023 | 2 | 11,163 | $551M |
| 2024 | 2 | 12,335 | $615M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Scale composition for Lakeland Regional Medical Center 403(b) Plan
Lakeland Regional Medical Center 403(b) Plan reports $425M in end-of-year assets across 7,316 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $58,148 per participant (42% of the national average assets-per-participant) . Net income for plan year 2024 was $51M.
This plan identity (EIN 592650456, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $300M to $425M (+41.6%) while covered participants moved from 6,204 to 7,316 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,204 | $300M | Open filing |
| 2023 | 6,686 | $374M | Open filing |
| 2024 · index core | 7,316 | $425M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Lakeland Regional Medical Center Retirement Plan Trust (Profit Sharing, $189M, 5,019 participants)
Lakeland Regional Medical Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is American Cancer Society 403(b) Plan in GA ($426M); by covered participants it is Children's Retirement Income Benefit Plan in OH (7,287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($425M here).
- American Cancer Society 403(b) Plan (GA) $426M · 2,703
- National Public Radio, Inc. Retirement Plan (DC) $426M · 1,563
- North Mississippi Health Services, Inc. 403(b) Plan (MS) $426M · 7,212
- Widener University Defined Contribution Retirement Plan (PA) $425M · 857
Similar participant headcount
Nearest other-state filings by covered participants (7,316 participants); asset peers above are excluded.
- Children's Retirement Income Benefit Plan (OH) 7,287 · 29 off
- University of Denver Retirement Plan (CO) 7,356 · 40 off
- Centra Health Matching Tax Deferred Savings Plan (VA) 7,362 · 46 off
- Hawai'i Pacific Health 403(b) Savings Plan (HI) 7,386 · 70 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.