Other · DOL Form 5500 · 2024
Lakeland University Retirement Plan
Data updated 2026-08-11
- $57M
- Total assets
- 323
- Participants
- 86th
- Percentile by assets
- $177,484
- Avg per participant
Official DOL plan name: Lakeland University Retirement Plan 403(b) · Sponsored by Lakeland University · Wisconsin · Educational Services
$57M in assets, 323 participants
Lakeland University's Lakeland University Retirement Plan 403(b) reported $57M in total assets and 323 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 123,622 plans)
- #2,702 in Educational Services (3,638 peers)
Where Lakeland University Retirement Plan 403(b) sits by assets
Lakeland University Retirement Plan 403(b) sits in the top quartile of all filed plans by assets, $57M for 323 participants (~$177,484/participant), up 4.2% in 2024.
- $57M
- total plan assets (2024 EOY)
- 323
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $177,484
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lakeland University Retirement Plan 403(b) reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lakeland University Retirement Plan 403(b) end-of-year assets rose from $55M in the plan year 2023 filing to $57M in the plan year 2024 filing.
- Lakeland University Retirement Plan 403(b) reported participants rose from 315 in the plan year 2023 filing to 323 in the plan year 2024 filing.
Lakeland University Retirement Plan 403(b) vs the 2024 asset distribution
By assets, Lakeland University Retirement Plan 403(b) outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $2M |
| Employer EIN | 390821861 |
| Plan Effective Date | 1956-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeland University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 293 | $50M |
| 2023 | 1 | 315 | $55M |
| 2024 | 1 | 323 | $57M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
Lakeland University Retirement Plan 403(b) vs. nearby Other plans in Wisconsin, assets vs. participants
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lakeland University Retirement Plan 403(b) by total assets, not by location.
- Ravenscroft School Retirement Plan (NC) $57M · 306
- Wheeler Clinic, Inc. 403(b) Plan (CT) $57M · 1,155
- 403(b) Retirement Plan for Ighl & Cdd (NY) $57M · 2,666
- Mississippi Methodist Hospital Rehabilitation Center Retirement Plan (MS) $57M · 810
Frequently Asked Questions
How did Lakeland University Retirement Plan 403(b) assets move in 2024? ▼
How have Lakeland University plan assets changed over time? ▼
Where does Lakeland University Retirement Plan 403(b) rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Lakeland University Retirement Plan 403(b)? ▼
Next read for Lakeland University Retirement Plan 403(…
Scale reading
Ways to act on Lakeland University Retirement Plan 403(b)'s numbers.
- By total assets, Lakeland University Retirement Plan 403(b) ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- Lakeland University's sponsor-wide assets have grown 13.9% since 2022 across 3 plan years on file. More Educational Services plans