401(k) · DOL Form 5500 · 2022

Lake Company of Wisconsin, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
109
Participants Small participant base
62nd
Percentile by assets National rank
$81,052
Avg per participant Below avg balance/head
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Official DOL plan name: Lake Company of Wisconsin, Inc. 401(k) Plan · Sponsored by Lake Company of Wisconsin, Inc. · Wisconsin · Retail Trade

$9M in assets, 109 participants

Lake Company of Wisconsin, Inc.'s Lake Company of Wisconsin, Inc. 401(k) Plan reported $9M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,952 in Retail Trade (9,519 peers)

Coverage in Wisconsin

Lake Company of Wisconsin, Inc. 401(k) Plan covers 109 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#6,952
in Retail Trade (9,519 peers)
-11.2%
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.

Lake Company of Wisconsin, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Lake Company of Wisconsin, Inc. 401(k) Plan vs every filed plan by assets

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

$8,834,712 Top 38% higher than 62% 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

Lake Company of Wisconsin, Inc. 401(k) 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. Lake Company of Wisconsin, Inc. 401(k) Plan sits mid-pack in the medium band (109 participants).

Plan-year Form 5500 strip

Filing strip 391515567 · Lake Company of Wisconsin, Inc. PY 2022 · 401(k)

Lake Company of Wisconsin, Inc. 401(k) Plan · $9M · 109 · 62nd

  • 5500 $9M
  • 5500 109
  • 5500 62nd
  • 5500 401(k)
  • 5500 near Employers Health Coalition, Inc. and Employers Health Purchasing Corporation 401(k) Profit Sharing Plan
  • 5500 ind #6952

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 Retail Trade retirement plans → · Plans in Wisconsin →

Lake Company of Wisconsin, Inc. 401(k) Plan in the asset neighbourhood

Employers Health Coalition, Inc. and Employers Health Purchasing Corporation 401(k) Profit Sharing PlanEmployers Health Coalition, …$9MDelta Dental 401(k) Retirement Savings PlanDelta Dental 401(k) Retireme…$9MMcneill Baur PLLC 401(k) Plan$9MLake Company of Wisconsin, Inc. 401(k) PlanLake Company of Wisconsin, I…$9MUrology of Greater Atlanta, LLC 401(k) Profit Sharing PlanUrology of Greater Atlanta, …$9M
End-of-year total assets ($M) among Lake Company of Wisconsin, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN391515567
Plan Effective Date1978-03-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Company of Wisconsin, Inc.)

Sponsor-wide plan assets over time

All Lake Company of Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 23.77714180156637% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.83M $10.9M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 109 $9M
2023 1 126 $10M
2024 1 133 $11M

Nearby 401(k) Plans in Wisconsin

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

Lake Company of Wisconsin, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Lake Company of Wisconsin, Inc. 401(k) Plan, Total assets ($B): 0.008834712 · Participants: 109Lake Company of Wisconsin, Inc. 401(k) 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
Lake Company of Wisconsin, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lake Company of Wisconsin, Inc. 401(k) Plan side-by-side with 3 peers →

Lake Company of Wisconsin, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Employers Health Coalition, Inc. and Employers Health Purchasing Corporation 401(k) Profit Sharing Plan in OH ($9M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Lake Company of Wisconsin, Inc. 401(k) Plan assets move in 2022? ▼
Lake Company of Wisconsin, Inc. 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Lake Company of Wisconsin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Company of Wisconsin, Inc.'s sponsor-wide assets grew 23.8%, from $9M to $11M.
Which 401(k) plans are similar in size to Lake Company of Wisconsin, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employers Health Coalition, Inc. and Employers Health Purchasing Corporation 401(k) Profit Sharing Plan in OH ($9M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Lake Company of Wisconsin, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants, N/A 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 391515567.

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.