401(k) · DOL Form 5500 · 2022

Lakeview Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
42
Participants Small participant base
76th
Percentile by assets National rank
$426,833
Avg per participant High balance/head
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Official DOL plan name: Lakeview Capital, Inc. 401(k) Savings Plan · Sponsored by Lakeview Capital, Inc. · Michigan · Management of Enterprises

$18M in assets, 42 participants

Lakeview Capital, Inc.'s Lakeview Capital, Inc. 401(k) Savings Plan reported $18M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #670 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Lakeview Capital, Inc. 401(k) Savings Plan ranks #670 of 1,193 2022 filers by assets (1983% of the sector average)-$18M for 42 participants.

#670
in Management of Enterprises (1,193 peers)
-14.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lakeview Capital, Inc. 401(k) Savings Plan's outsized position by total assets

Lakeview Capital, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$17,927,005 Top 24% higher than 76% 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 Capital, Inc. 401(k) 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. Lakeview Capital, Inc. 401(k) Savings Plan is a small filing (42 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 300518620 · Lakeview Capital, Inc. PY 2022 · 401(k)

Lakeview Capital, Inc. 401(k) Savings Plan · $18M · 42 · 76th

  • 5500 $18M
  • ASSETS 42
  • PCT 76th
  • EIN 401(k)
  • RANK near Agri-Power, Inc. 401(k) Retirement Savings Plan
  • PHOTO ind #670

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 Management of Enterprises retirement plans → · Plans in Michigan →

Lakeview Capital, Inc. 401(k) Savings Plan in the asset neighbourhood

Lakeview Capital, Inc. 401(k) Savings PlanLakeview Capital, Inc. 401(k…$18MAgri-Power, Inc. 401(k) Retirement Savings PlanAgri-Power, Inc. 401(k) Reti…$18MIvory Employee Leasing Retirement PlanIvory Employee Leasing Retir…$18MTssd Deferred Compensation PlanTssd Deferred Compensation P…$18MNewspapers of New England, Inc. 401(k) Savings PlanNewspapers of New England, I…$18M
End-of-year total assets ($M) among Lakeview Capital, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN300518620
Plan Effective Date2006-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Capital, Inc.)

Sponsor-wide plan assets over time

All Lakeview Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 42.231226019070114% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.9M $25.5M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 42 $18M
2023 1 48 $22M
2024 1 53 $25M

Nearby 401(k) Plans in Michigan

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

Lakeview Capital, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Lakeview Capital, Inc. 401(k) Savings Plan, Total assets ($B): 0.017927005 · Participants: 42Lakeview Capital, Inc. 401(k) Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lakeview Capital, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Lakeview Capital, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Lakeview Capital, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Agri-Power, Inc. 401(k) Retirement Savings Plan in KY ($18M); by covered participants it is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Capital, Inc. 401(k) Savings Plan assets move in 2022? ▼
Lakeview Capital, Inc. 401(k) Savings Plan pulled back noticeably - down 14.7% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Lakeview Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Capital, Inc.'s sponsor-wide assets grew 42.2%, from $18M to $25M.
Where does Lakeview Capital, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Lakeview Capital, Inc. 401(k) Savings Plan ranks in the 76th 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 401(k) plans are similar in size to Lakeview Capital, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agri-Power, Inc. 401(k) Retirement Savings Plan in KY ($18M, 548 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Capital, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 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 300518620.

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.