401(k) · DOL Form 5500 · 2023
Lakeview Christian Home of the 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $20,767
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc · Sponsored by Lakeview Christian Home of the · New Mexico · Healthcare & Social Assistance
$3M in assets, 136 participants
Lakeview Christian Home of the's 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc reported $3M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,273 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Mexico
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc covers 136 participants in New Mexico, about 37% of the average New Mexico filer (state average ~365 per filing). Assets: $3M.
- #6,273
- in Healthcare & Social Assistance (17,684 peers)
- +4.8%
- assets growth YoY
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,824,299 35th percentile higher than 35% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc reported participants fell from 166 in the plan year 2022 filing to 136 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 850160614 · Lakeview Christian Home of the PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc · $3M · 136 · 35th
- ASSETS $3M
- ASSETS 136
- ASSETS 35th
- ASSETS 401(k)
- ASSETS near Synergy Medical Systems Retirement Plan
- ASSETS ind #6273
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 New Mexico →
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $129K |
| Employer EIN | 850160614 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeview Christian Home of the)
Sponsor-wide plan assets over time
All Lakeview Christian Home of the plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 116.07980092805754% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $3M |
| 2023 | 1 | 136 | $3M |
| 2024 | 2 | 288 | $6M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $6.1B · 14,721
- Triad 401(k) Retirement Plan $2.0B · 10,005
- Triad 401(k) Savings Plan $840M · 2,249
- Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Synergy Medical Systems Retirement Plan in OR ($3M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Testout Corporation Safe Harbor 401(k) Plan (UT) 136 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 136 · 0 off
- The Contractors Retirement Plan (MD) 136 · 0 off
- Davis Miles, PLLC 401(k) Plan (AZ) 136 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.