Other · DOL Form 5500 · 2024
Lakeland University Retirement Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 323
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $177,484
- Avg per participant Above avg balance/head
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.
- #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.
- #2,702
- in Educational Services (3,638 peers)
- +4.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Lakeland University Retirement Plan 403(b)'s outsized position by total assets
Lakeland University Retirement Plan 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,327,397 Top 14% higher than 86% 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 University Retirement Plan 403(b) 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. Lakeland University Retirement Plan 403(b) sits mid-pack in the medium band (323 participants).
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.
Plan-year Form 5500 strip
Filing strip 390821861 · Lakeland University PY 2024 · Other
Lakeland University Retirement Plan 403(b) · $57M · 323 · 86th
- IND $57M
- IND 323
- IND 86th
- IND Other
- IND near Ravenscroft School Retirement Plan
- IND ind #2702
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 Educational Services retirement plans → · Plans in Wisconsin →
Lakeland University Retirement Plan 403(b) in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Lakeland University plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 13.93349698130096% vs 2022
- 2024 filing year
| 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.
- 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
Lakeland University Retirement Plan 403(b)'s out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Ravenscroft School Retirement Plan in NC ($57M); by covered participants it is Whitman-Walker Health 403(b) Plan in DC (323 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (323 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.