401(k) · DOL Form 5500 · 2022

Lakeside Bottling Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
47
Participants Small participant base
57th
Percentile by assets National rank
$147,318
Avg per participant Above avg balance/head
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Official DOL plan name: Lakeside Bottling Company Retirement Savings Plan · Sponsored by Lakeside Bottling Company · Wisconsin · Wholesale Trade

$7M in assets, 47 participants

Lakeside Bottling Company's Lakeside Bottling Company Retirement Savings Plan reported $7M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,205 in Wholesale Trade (6,843 peers)

Lakeside Bottling Company multi-year trail

Lakeside Bottling Company's plans moved +24.9% in assets from 2022 to 2024; this filing shows Lakeside Bottling Company Retirement Savings Plan at $7M / 47 participants.

#3,205
in Wholesale Trade (6,843 peers)
-16.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lakeside Bottling Company Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Lakeside Bottling Company Retirement Savings Plan vs every filed plan by assets

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

$6,923,948 Top 43% higher than 57% 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 Bottling Company Retirement Savings 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. Lakeside Bottling Company Retirement Savings Plan is a small filing (47 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 390417440 · Lakeside Bottling Company PY 2022 · 401(k)

Lakeside Bottling Company Retirement Savings Plan · $7M · 47 · 57th

  • PART $7M
  • PART 47
  • PART 57th
  • PART 401(k)
  • PART near Monarch Litho, Inc. Profit Sharing 401(k) Plan & Trust
  • PART ind #3205

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 Wisconsin →

Lakeside Bottling Company Retirement Savings Plan in the asset neighbourhood

Lakeside Bottling Company Retirement Savings PlanLakeside Bottling Company Re…$7MMonarch Litho, Inc. Profit Sharing 401(k) Plan & TrustMonarch Litho, Inc. Profit S…$7MBridgetower Media 401(k) Plan$7MEvs, Inc. 401(k) and Profit Sharing PlanEvs, Inc. 401(k) and Profit …$7MRandolph Macon Academy Profit Sharing PlanRandolph Macon Academy Profi…$7M
End-of-year total assets ($M) among Lakeside Bottling Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lakeside Bottling Company multi-year asset trail

Sponsor-wide plan assets over time

All Lakeside Bottling Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.852223038070186% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.92M $8.64M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 47 $7M
2023 1 52 $8M
2024 1 64 $9M

Lakeside Bottling Company filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN390417440
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Lakeside Bottling Company Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Lakeside Bottling Company Retirement Savings Plan, Total assets ($B): 0.006923948 · Participants: 47Lakeside Bottling Company Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Lakeside Bottling Company Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lakeside Bottling Company Retirement Savings Plan side-by-side with 3 peers →

Lakeside Bottling Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Monarch Litho, Inc. Profit Sharing 401(k) Plan & Trust in CA ($7M); by covered participants it is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Bottling Company Retirement Savings Plan assets move in 2022? ▼
Lakeside Bottling Company Retirement Savings Plan declined sharply - down 16.4% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Lakeside Bottling Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Bottling Company's sponsor-wide assets grew 24.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Lakeside Bottling Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Monarch Litho, Inc. Profit Sharing 401(k) Plan & Trust in CA ($7M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Lakeside Bottling Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants, $5M 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 390417440.

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.