Profit Sharing · DOL Form 5500 · 2022

Lakeside Supply Company Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
20
Participants Small participant base
75th
Percentile by assets National rank
$885,836
Avg per participant High balance/head
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Official DOL plan name: Lakeside Supply Company Profit Sharing Plan and Trust · Sponsored by Lakeside Supply Company · Ohio · Wholesale Trade

$18M in assets, 20 participants

Lakeside Supply Company's Lakeside Supply Company Profit Sharing Plan and Trust reported $18M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,941 in Wholesale Trade (6,843 peers)

Where Lakeside Supply Company Profit Sharing Plan and Trust sits by assets

Lakeside Supply Company Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $18M for 20 participants (~$885,836/participant), down 26.3% in 2022.

#4,941
in Wholesale Trade (6,843 peers)
-26.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lakeside Supply Company Profit Sharing Plan and Trust's outsized position by total assets

Lakeside Supply Company Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,716,712 Top 25% higher than 75% of 139,123 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 2022

Lakeside Supply Company Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeside Supply Company Profit Sharing Plan and Trust is a small filing (20 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 340763475 · Lakeside Supply Company PY 2022 · Profit Sharing

Lakeside Supply Company Profit Sharing Plan and Trust · $18M · 20 · 75th

  • BOY $18M
  • BOY 20
  • BOY 75th
  • BOY Profit Sharing
  • BOY near Lifestream 403(b) Plan
  • BOY ind #4941

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 Wholesale Trade retirement plans → · Plans in Ohio →

Lakeside Supply Company Profit Sharing Plan and Trust in the asset neighbourhood

The Weiss Company, Inc. Profit Sharing PlanThe Weiss Company, Inc. Prof…$18MAmerican Diabetes Association Defined Contribution PlanAmerican Diabetes Associatio…$18MLakeside Supply Company Profit Sharing Plan and TrustLakeside Supply Company Prof…$18MLifestream 403(b) Plan$18MThe Putney School 403-B Plan$18M
End-of-year total assets ($M) among Lakeside Supply Company Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$18M
Net Income-$6M
Employer EIN340763475
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside Supply Company)

Sponsor-wide plan assets over time

All Lakeside Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 8.367523274070269% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M 202220232024 $17.7M $16.2M ▼ -8.4%
Year Plans Participants Total Assets
2022 1 20 $18M
2023 1 15 $18M
2024 1 17 $16M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lakeside Supply Company Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Lakeside Supply Company Profit Sharing Plan and Trust, Total assets ($B): 0.017716712 · Participants: 20Lakeside Supply Company Profit Sharing Plan and TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Lakeside Supply Company Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Lakeside Supply Company Profit Sharing Plan and Trust side-by-side with 3 peers →

Lakeside Supply Company Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Lifestream 403(b) Plan in CA ($18M); by covered participants it is Spiro State Bank Employees Profit Sharing Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lakeside Supply Company Profit Sharing Plan and Trust assets move in 2022? ▼
Lakeside Supply Company Profit Sharing Plan and Trust declined sharply - down 26.3% during 2022, from $24M to $18M. Reported net income was -$6M.
How have Lakeside Supply Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Supply Company's sponsor-wide assets declined 8.4%, from $18M to $16M.
Where does Lakeside Supply Company Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Lakeside Supply Company Profit Sharing Plan and Trust ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Lakeside Supply Company Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Lifestream 403(b) Plan in CA ($18M, 443 participants).
Which Profit Sharing plans cover a similar participant headcount to Lakeside Supply Company Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Spiro State Bank Employees Profit Sharing Plan in OK (20 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340763475.

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.