401(k) · DOL Form 5500 · 2024
Lake Region Medical Group, P.a. 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 87
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $497,074
- Avg per participant High balance/head
Official DOL plan name: Lake Region Medical Group, P. a. 401(k) & Profit Sharing Plan · Sponsored by Lake Region Medical Group, P.a. · Minnesota · Healthcare & Social Assistance
$43M in assets, 87 participants
Lake Region Medical Group, P.a.'s Lake Region Medical Group, P. a. 401(k) & Profit Sharing Plan reported $43M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,370 in Healthcare & Social Assistance (16,916 peers)
Where Lake Region Medical Group, P. a. 401(k) & Profit Sharing Plan sits by assets
Lake Region Medical Group, P. a. 401(k) & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $43M for 87 participants (~$497,074/participant), up 3.8% in 2024.
- #14,370
- in Healthcare & Social Assistance (16,916 peers)
- +3.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Lake Region Medical Group, P. a. 401(k) & Profit Sharing Plan's outsized position by total assets
Lake Region Medical Group, P. a. 401(k) & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,245,455 Top 18% higher than 82% 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
Lake Region Medical Group, P. a. 401(k) & Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Region Medical Group, P. a. 401(k) & Profit Sharing Plan is a small filing (87 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 272451481 · Lake Region Medical Group, P.a. PY 2024 · 401(k)
Lake Region Medical Group, P. a. 401(k) & Profit Sharing Plan · $43M · 87 · 82nd
- EOY $43M
- EOY 87
- EOY 82nd
- EOY 401(k)
- EOY near Penske Entertainment 401(k) Plan
- EOY ind #14370
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 Minnesota →
Lake Region Medical Group, P. a. 401(k) & Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $2M |
| Employer EIN | 272451481 |
| Plan Effective Date | 1968-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Lake Region Medical Group, P. a. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Penske Entertainment 401(k) Plan in IN ($43M); by covered participants it is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (87 participants); asset peers above are excluded.
- Vian Enterprises 401(k) Profit Sharing Plan & Trust (CA) 87 · 0 off
- Ordermygear 401(k) Plan (TX) 87 · 0 off
- Quebedeaux Pontiac Gmc 401(k) Plan (AZ) 87 · 0 off
- Perkins Motor Plex LLC Safe Harbor 401(k) Plan (KY) 87 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.