Profit Sharing · DOL Form 5500 · 2022
Lakeside Supply Company Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 20
- Participants
- 75th
- Percentile by assets
- $885,836
- Avg per participant
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.
- 75th percentile by assets (of 139,126 plans)
- #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.
- $18M
- total plan assets (2022 EOY)
- 20
- covered participants
- 75th
- percentile by assets (of 139,126 plans)
- $885,836
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Lakeside Supply Company Profit Sharing Plan and Trust outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$6M |
| Employer EIN | 340763475 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeside Supply Company)
| 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
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lakeside Supply Company Profit Sharing Plan and Trust by total assets, not by location.
- Lifestream 403(b) Plan (CA) $18M · 443
- The Putney School 403-B Plan (VT) $18M · 72
- American Diabetes Association Defined Contribution Plan (VA) $18M · 170
- The Weiss Company, Inc. Profit Sharing Plan (CA) $18M · 2
Frequently Asked Questions
How did Lakeside Supply Company Profit Sharing Plan and Trust assets move in 2022? ▼
How have Lakeside Supply Company plan assets changed over time? ▼
Where does Lakeside Supply Company Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
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Next read for Lakeside Supply Company Profit Sharing P…
Scale reading
Ways to act on Lakeside Supply Company Profit Sharing Plan and Trust's numbers.
- By total assets, Lakeside Supply Company Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Lakeside Supply Company's sponsor-wide assets have declined 8.4% since 2022 across 3 plan years on file. More Wholesale Trade plans