401(k) · DOL Form 5500 · 2024

Lakeview Christian Home of the 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
152
Participants Small participant base
35th
Percentile by assets National rank
$21,405
Avg per participant Low balance/head
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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, 152 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 152 participants in its 2024 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.

  • #6,033 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Mexico

403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc covers 152 participants in New Mexico, about 42% of the average New Mexico filer (state average ~365 per filing). Assets: $3M.

#6,033
in Healthcare & Social Assistance (16,916 peers)
+15.2%
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 2024 · DOL Form 5500

$3,253,488 35th percentile higher than 35% 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 Lakeview Christian Home of the South West, 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 Lakeview Christian Home of the South West, Inc sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc reported net income rose from $129K in the plan year 2023 filing to $429K in the plan year 2024 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 2023 filing to $3M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc reported participants rose from 136 in the plan year 2023 filing to 152 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 850160614 · Lakeview Christian Home of the PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc · $3M · 152 · 35th

  • IND $3M
  • IND 152
  • IND 35th
  • IND 401(k)
  • IND near Lighthouse Central Florida, Inc. Retirement Savings Plan
  • IND ind #6033

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

403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc403(b) Thrift Plan for Emplo…$3MLighthouse Central Florida, Inc. Retirement Savings PlanLighthouse Central Florida, …$3MHendrick Health 401(k) Retirement PlanHendrick Health 401(k) Retir…$3MRubenfaer & Associates, P.C. 401(k) PlanRubenfaer & Associates, P.C.…$3MSullivan Bancshares, Inc. Employee Savings and Retirement PlanSullivan Bancshares, Inc. Em…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Mexico filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$429K
Employer EIN850160614
Plan Effective Date1989-01-01
Filing StatusFILING 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
$2M$3M$4M$5M$6M$7M 202220232024 $2.7M $5.82M ▲ +115.6%
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.

403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc, Total assets ($B): 0.003253488 · Participants: 152403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, IncNtess Savings and Income Plan, Total assets ($B): 7.248575896 · Participants: 15926Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.492057254 · Participants: 11744Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.899933857 · Participants: 2058Triad 401(k) Savings PlanTxnm Energy, Inc. Retirement Savings Plan, Total assets ($B): 0.826572097 · Participants: 1631Txnm Energy, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.647938985 · Participants: 2218Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc vs. nearby 401(k) plans in New Mexico, assets vs. participants

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 Lighthouse Central Florida, Inc. Retirement Savings Plan in FL ($3M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Lakeview Christian Home of the South West, Inc assets move in 2024?
403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc grew sharply - up 15.2% during 2024, from $3M to $3M. Reported net income was $429K.
How have Lakeview Christian Home of the plan assets changed over time?
Across 3 plan years on file (2022-2024), Lakeview Christian Home of the's sponsor-wide assets grew 116.1%, from $3M to $6M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc?
Among 401(k) plans in other states, the closest by assets is Lighthouse Central Florida, Inc. Retirement Savings Plan in FL ($3M, 236 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc?
Among 401(k) plans in other states, the closest by covered participants is Astadia Incorporated 401(k) Plan in MA (152 participants, N/A in assets).