401(k) · DOL Form 5500 · 2024

Lakeshore Community Health Care, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
148
Participants Small participant base
50th
Percentile by assets National rank
$52,212
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. · Sponsored by Lakeshore Community Health Care, Inc. · Wisconsin · Healthcare & Social Assistance

$8M in assets, 148 participants

Lakeshore Community Health Care, Inc.'s 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. reported $8M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,332 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. covers 148 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#9,332
in Healthcare & Social Assistance (16,916 peers)
+21.7%
assets growth YoY

403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. vs every filed plan by assets

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

$7,727,315 Top 50% higher than 50% 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

403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. reported participants rose from 145 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 264321839 · Lakeshore Community Health Care, Inc. PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. · $8M · 148 · 50th

  • RANK $8M
  • RANK 148
  • RANK 50th
  • RANK 401(k)
  • RANK near Purecycle Technologies, Inc. 401(k) Plan
  • RANK ind #9332

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 Wisconsin →

403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc.403(b) Thrift Plan for Emplo…$8MPurecycle Technologies, Inc. 401(k) PlanPurecycle Technologies, Inc.…$8MGrocery West Affiliated 401(k) PlanGrocery West Affiliated 401(…$8MFieldwirelabs, Inc. Retirement TrustFieldwirelabs, Inc. Retireme…$8MHub Folding Box Company Union Members 401(k) Savings PlanHub Folding Box Company Unio…$8M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN264321839
Plan Effective Date2013-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeshore Community Health Care, Inc.)

Sponsor-wide plan assets over time

All Lakeshore Community Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 55.52664666458554% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.97M $7.73M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 126 $5M
2023 1 145 $6M
2024 1 148 $8M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc., Total assets ($B): 0.007727315 · Participants: 148403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc.Advocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Purecycle Technologies, Inc. 401(k) Plan in FL ($8M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. assets move in 2024? ▼
403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc. grew sharply - up 21.7% during 2024, from $6M to $8M. Reported net income was $1M.
How have Lakeshore Community Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeshore Community Health Care, Inc.'s sponsor-wide assets grew 55.5%, from $5M to $8M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Purecycle Technologies, Inc. 401(k) Plan in FL ($8M, 150 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 264321839.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.