Other · DOL Form 5500 · 2022
Lakeside School Retirement Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 223
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $375,754
- Avg per participant High balance/head
Official DOL plan name: Lakeside School Defined Contribution Retirement Plan · Sponsored by Lakeside School · Washington · Educational Services
$84M in assets, 223 participants
Lakeside School's Lakeside School Defined Contribution Retirement Plan reported $84M in total assets and 223 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,419 in Educational Services (4,024 peers)
Coverage in Washington
Lakeside School Defined Contribution Retirement Plan covers 223 participants in Washington, about 15% of the average Washington filer (state average ~1,476 per filing). Assets: $84M.
- #3,419
- in Educational Services (4,024 peers)
- -12.4%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lakeside School Defined Contribution Retirement Plan's outsized position by total assets
Lakeside School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$83,793,150 Top 8% higher than 92% 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
Lakeside School Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeside School Defined Contribution Retirement Plan sits mid-pack in the medium band (223 participants).
DOL schedule card
Filing strip 910564971 · Lakeside School PY 2022 · Other
Lakeside School Defined Contribution Retirement Plan · $84M · 223 · 92nd
- TYPE $84M
- NET 223
- BOOK 92nd
- VS-ST Other
- BOY near Rockhurst University Retirement Savings Plan
- SCH ind #3419
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 Educational Services retirement plans → · Plans in Washington →
Lakeside School Defined Contribution Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | -$12M |
| Employer EIN | 910564971 |
| Plan Effective Date | 1944-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeside School)
Sponsor-wide plan assets over time
All Lakeside School plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 22.650149803414717% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 223 | $84M |
| 2023 | 1 | 239 | $95M |
| 2024 | 1 | 243 | $103M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.1B · 4,435
- Multicare Health System 403(b) Employee Savings Plan $819M · 14,779
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $484M · 6,863
- Virginia Mason Medical Center 403(b) Plan $457M · 5,560
- Overlake Hospital Medical Center 403(b)Retirement Plan $435M · 3,301
Lakeside School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Rockhurst University Retirement Savings Plan in MO ($84M); by covered participants it is Rfe/Rl, Inc. US Retirement Savings Plan in DC (223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
Similar participant headcount
Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.
- Rfe/Rl, Inc. US Retirement Savings Plan (DC) 223 · 0 off
- Caring People Alliance Defined Contribution Retirement Plan (PA) 223 · 0 off
- Golden Gate University Retirement Plan (CA) 223 · 0 off
- Montverde Academy Retirement Plan (FL) 223 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.