Other · DOL Form 5500 · 2022
Susan Lake Retirement Plan
Data updated 2026-08-25
- $910K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $303,193
- Avg per participant High balance/head
Official DOL plan name: Lake Farms Employee Profit Sharing Trust · Sponsored by Susan Lake · Montana · Agriculture, Forestry & Fishing
$910K in assets, 3 participants
Susan Lake's Lake Farms Employee Profit Sharing Trust reported $910K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #358 in Agriculture, Forestry & Fishing (1,523 peers)
Susan Lake multi-year trail
Susan Lake's plans moved +19.9% in assets from 2022 to 2024; this filing shows Lake Farms Employee Profit Sharing Trust at $910K / 3 participants.
- #358
- in Agriculture, Forestry & Fishing (1,523 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $134K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lake Farms Employee Profit Sharing Trust among the smaller filed plans by assets
Lake Farms Employee Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$909,579 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lake Farms Employee Profit Sharing Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Farms Employee Profit Sharing Trust is a micro filing (3 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 810306029 · Susan Lake PY 2022 · Other
Lake Farms Employee Profit Sharing Trust · $910K · 3 · 24th
- BOY $910K
- SCH 3
- EBSA 24th
- PART Other
- TYPE near Goodwill Industries of Sw Ok and N Tx 403(b) Plan
- NET ind #358
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Montana →
Lake Farms Employee Profit Sharing Trust in the asset neighbourhood
Susan Lake multi-year asset trail
Sponsor-wide plan assets over time
All Susan Lake plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 19.87721792169784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $910K |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 4 | $1M |
Susan Lake filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $910K |
| Net Income | -$134K |
| Employer EIN | 810306029 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Montana
Peer Other plans, same state, same plan type, ranked by total assets.
- Billings Clinic 403b Plan $444M · 4,393
- St. Peter's Hospital 403(b) Tax Deferred Savings Plan $92M · 1,787
- Bozeman Health 403(b) Plan $51M · 2,620
- Carroll College 403(b) Plan $47M · 310
- Rocky Mountain College Defined Contribution Retirement Plan $26M · 253
Lake Farms Employee Profit Sharing Trust's out-of-state Other peers by assets and headcount
Outside Montana, the nearest Other by assets is Goodwill Industries of Sw Ok and N Tx 403(b) Plan in OK ($910K); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($910K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.