401(k) · DOL Form 5500 · 2022

Lakeview Orthodontics, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
31st
Percentile by assets National rank
$115,923
Avg per participant Below avg balance/head
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Official DOL plan name: Lakeview Orthodontics, P.C. Profit Sharing Plan · Sponsored by Lakeview Orthodontics, P.C. · Alabama · Healthcare & Social Assistance

$2M in assets, 14 participants

Lakeview Orthodontics, P.C.'s Lakeview Orthodontics, P.C. Profit Sharing Plan reported $2M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,101 in Healthcare & Social Assistance (20,060 peers)

Lakeview Orthodontics, P.C. multi-year trail

Lakeview Orthodontics, P.C.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows Lakeview Orthodontics, P.C. Profit Sharing Plan at $2M / 14 participants.

#6,101
in Healthcare & Social Assistance (20,060 peers)
-15.4%
assets change YoY

The plan reported a net loss of $296K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lakeview Orthodontics, P.C. Profit Sharing Plan among the smaller filed plans by assets

Lakeview Orthodontics, P.C. Profit Sharing Plan vs every filed plan by assets

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

$1,622,918 31st percentile higher than 31% 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

Lakeview Orthodontics, P.C. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Orthodontics, P.C. Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 452036604 · Lakeview Orthodontics, P.C. PY 2022 · 401(k)

Lakeview Orthodontics, P.C. Profit Sharing Plan · $2M · 14 · 31st

  • PART $2M
  • TYPE 14
  • NET 31st
  • BOOK 401(k)
  • VS-ST near Hirschi Companies 401(k) Plan
  • BOY ind #6101

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 Alabama →

Lakeview Orthodontics, P.C. Profit Sharing Plan in the asset neighbourhood

Lakeview Orthodontics, P.C. Profit Sharing PlanLakeview Orthodontics, P.C. …$2MHirschi Companies 401(k) Plan$2MMrs. Clark's Foods 401(k) PlanMrs. Clark's Foods 401(k) Pl…$2MB. Feld & Co., LLC 401(k) Profit Sharing PlanB. Feld & Co., LLC 401(k) Pr…$2MCascade Friction Materials Inc 401(k) Profit Sharing Plan & TrustCascade Friction Materials I…$2M
End-of-year total assets ($M) among Lakeview Orthodontics, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lakeview Orthodontics, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Lakeview Orthodontics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 36.611276725010136% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.62M $2.22M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 18 $2M
2024 1 16 $2M

Lakeview Orthodontics, P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$296K
Employer EIN452036604
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lakeview Orthodontics, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Lakeview Orthodontics, P.C. Profit Sharing Plan, Total assets ($B): 0.001622918 · Participants: 14Lakeview Orthodontics, P.C. Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Lakeview Orthodontics, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Lakeview Orthodontics, P.C. Profit Sharing Plan side-by-side with 3 peers →

Lakeview Orthodontics, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Hirschi Companies 401(k) Plan in NV ($2M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Lakeview Orthodontics, P.C. Profit Sharing Plan assets move in 2022? ▼
Lakeview Orthodontics, P.C. Profit Sharing Plan declined sharply - down 15.4% during 2022, from $2M to $2M. Reported net income was -$296K.
How have Lakeview Orthodontics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Orthodontics, P.C.'s sponsor-wide assets grew 36.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Lakeview Orthodontics, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hirschi Companies 401(k) Plan in NV ($2M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Orthodontics, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 452036604.

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.