401(k) · DOL Form 5500 · 2022

Lakeside Bank 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
165
Participants Small participant base
76th
Percentile by assets National rank
$108,618
Avg per participant Below avg balance/head
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Official DOL plan name: Lakeside Bank Employee Savings and Protection Plan · Sponsored by Lakeside Bank · Illinois · Finance & Insurance

$18M in assets, 165 participants

Lakeside Bank's Lakeside Bank Employee Savings and Protection Plan reported $18M in total assets and 165 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.

  • #5,692 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Lakeside Bank Employee Savings and Protection Plan covers 165 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $18M.

#5,692
in Finance & Insurance (9,261 peers)
-14.3%
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.

Lakeside Bank Employee Savings and Protection Plan's outsized position by total assets

Lakeside Bank Employee Savings and Protection Plan vs every filed plan by assets

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

$17,921,943 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

Lakeside Bank Employee Savings and Protection 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 Bank Employee Savings and Protection Plan sits mid-pack in the medium band (165 participants).

EBSA filing schedule strip

Filing strip 362583514 · Lakeside Bank PY 2022 · 401(k)

Lakeside Bank Employee Savings and Protection Plan · $18M · 165 · 76th

  • EBSA $18M
  • EBSA 165
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near Schmitt-Sussman Enterprises, Inc. 401(k) Plan
  • EBSA ind #5692

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 Finance & Insurance retirement plans → · Plans in Illinois →

Lakeside Bank Employee Savings and Protection Plan in the asset neighbourhood

Lakeside Bank Employee Savings and Protection PlanLakeside Bank Employee Savin…$18MSchmitt-Sussman Enterprises, Inc. 401(k) PlanSchmitt-Sussman Enterprises,…$18MAnalytic Partners, Inc. 401(k) PlanAnalytic Partners, Inc. 401(…$18MAspekt Solutions 401(k) and Profit Sharing PlanAspekt Solutions 401(k) and …$18MTeam Velocity Marketing, LLC 401(k) PlanTeam Velocity Marketing, LLC…$18M
End-of-year total assets ($M) among Lakeside Bank Employee Savings and Protection Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN362583514
Plan Effective Date1986-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside Bank)

Sponsor-wide plan assets over time

All Lakeside Bank plans reported in each filing year

Latest sponsor-wide plan assets
$51M 34.73661338316775% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.2M $51.5M ▲ +34.7%
Year Plans Participants Total Assets
2022 2 287 $38M
2023 2 295 $45M
2024 2 295 $51M

Nearby 401(k) Plans in Illinois

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

Lakeside Bank Employee Savings and Protection Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Lakeside Bank Employee Savings and Protection Plan, Total assets ($B): 0.017921943 · Participants: 165Lakeside Bank Employee Savings and Protection PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Lakeside Bank Employee Savings and Protection Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Lakeside Bank Employee Savings and Protection Plan side-by-side with 3 peers →

Lakeside Bank Employee Savings and Protection Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Schmitt-Sussman Enterprises, Inc. 401(k) Plan in CT ($18M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Bank Employee Savings and Protection Plan assets move in 2022? ▼
Lakeside Bank Employee Savings and Protection Plan pulled back noticeably - down 14.3% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Lakeside Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Bank's sponsor-wide assets grew 34.7%, from $38M to $51M.
Where does Lakeside Bank Employee Savings and Protection Plan rank by assets among Form 5500 filers? ▼
Lakeside Bank Employee Savings and Protection 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 Lakeside Bank Employee Savings and Protection Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schmitt-Sussman Enterprises, Inc. 401(k) Plan in CT ($18M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Lakeside Bank Employee Savings and Protection Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 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 362583514.

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.