Profit Sharing · DOL Form 5500 · 2024

Lakeland Regional Medical Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$189M
Total assets Near avg plan size
5,019
Participants Above avg headcount
94th
Percentile by assets National rank
$37,751
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeland Regional Medical Center Retirement Plan Trust · Sponsored by Lakeland Regional Medical Center, Inc. · Florida · Healthcare & Social Assistance

$189M in assets, 5,019 participants

Lakeland Regional Medical Center, Inc.'s Lakeland Regional Medical Center Retirement Plan Trust reported $189M in total assets and 5,019 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,020 in Healthcare & Social Assistance (16,916 peers)

Coverage in Florida

Lakeland Regional Medical Center Retirement Plan Trust covers 5,019 participants in Florida, 8.0x the typical Florida plan (state average ~628 per filing). Assets: $189M.

#16,020
in Healthcare & Social Assistance (16,916 peers)
+7.3%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Lakeland Regional Medical Center Retirement Plan Trust's outsized position by total assets

Lakeland Regional Medical Center Retirement Plan Trust vs every filed plan by assets

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

$189,474,470 Top 6% higher than 94% 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

Lakeland Regional Medical Center Retirement Plan Trust'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 Retirement Plan Trust lands in the large band (5,019 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeland Regional Medical Center Retirement Plan Trust reported net income fell from $21M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Lakeland Regional Medical Center Retirement Plan Trust reported participants rose from 4,477 in the plan year 2023 filing to 5,019 in the plan year 2024 filing.
  • Lakeland Regional Medical Center Retirement Plan Trust end-of-year assets rose from $177M in the plan year 2023 filing to $189M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 592650456 · Lakeland Regional Medical Center, Inc. PY 2024 · Profit Sharing

Lakeland Regional Medical Center Retirement Plan Trust · $189M · 5,019 · 94th

  • 5500 $189M
  • 5500 5,019
  • 5500 94th
  • 5500 Profit Sharing
  • 5500 near Electrical Workers Pension Fund Part B
  • 5500 ind #16020

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 Retirement Plan Trust in the asset neighbourhood

The Hoffman Employee Retirement Income PlanThe Hoffman Employee Retirem…$191MStrand Associates, Inc. Employees Profit Sharing TrustStrand Associates, Inc. Empl…$190MScot Industries, Inc. Profit Sharing TrustScot Industries, Inc. Profit…$190MElectrical Workers Pension Fund Part BElectrical Workers Pension F…$190MLakeland Regional Medical Center Retirement Plan TrustLakeland Regional Medical Ce…$189M
End-of-year total assets ($M) among Lakeland Regional Medical Center Retirement Plan Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$189M
Net Income$13M
Employer EIN592650456
Plan Effective Date1989-07-01
Filing StatusFILING 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
$400M$450M$500M$550M$600M$650M 202220232024 $456M $615M ▲ +34.9%
Year Plans Participants Total Assets
2022 2 13,691 $456M
2023 2 11,163 $551M
2024 2 12,335 $615M

Nearby Profit Sharing Plans in Florida

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

Lakeland Regional Medical Center Retirement Plan Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -20246 Total assets ($B) Participants Lakeland Regional Medical Center Retirement Plan Trust, Total assets ($B): 0.18947447 · Participants: 5019Lakeland Regional Medical Center Retirement Plan TrustRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Lakeland Regional Medical Center Retirement Plan Trust vs. nearby Profit Sharing plans in Florida, assets vs. participants

Scale composition for Lakeland Regional Medical Center Retirement Plan Trust

Lakeland Regional Medical Center Retirement Plan Trust reports $189M in end-of-year assets across 5,019 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $37,751 per participant (27% of the national average assets-per-participant) . Net income for plan year 2024 was $13M.

This plan identity (EIN 592650456, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $155M to $189M (+22.0%) while covered participants moved from 7,487 to 5,019 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,487 $155M Open filing
2023 4,477 $177M Open filing
2024 · index core 5,019 $189M This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Lakeland Regional Medical Center Retirement Plan Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Electrical Workers Pension Fund Part B in MN ($190M); by covered participants it is The Hospital for Special Surgery 403(b) Plan in NY (4,968 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,019 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 Lakeland Regional Medical Center Retirement Plan Trust assets move in 2024?
Lakeland Regional Medical Center Retirement Plan Trust grew at a solid clip - up 7.3% during 2024, from $177M to $189M. Reported net income was $13M.
How have Lakeland Regional Medical Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lakeland Regional Medical Center, Inc.'s sponsor-wide assets grew 34.9%, from $456M to $615M.
Where does Lakeland Regional Medical Center Retirement Plan Trust rank by assets among Form 5500 filers?
Lakeland Regional Medical Center Retirement Plan Trust ranks in the 94th 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 Profit Sharing plans are similar in size to Lakeland Regional Medical Center Retirement Plan Trust?
Among Profit Sharing plans in other states, the closest by assets is Electrical Workers Pension Fund Part B in MN ($190M, 472 participants).
Which Profit Sharing plans cover a similar participant headcount to Lakeland Regional Medical Center Retirement Plan Trust?
Among Profit Sharing plans in other states, the closest by covered participants is The Hospital for Special Surgery 403(b) Plan in NY (4,968 participants, $866M in assets).