401(k) · DOL Form 5500 · 2022

Lake Shore III Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
82
Participants Small participant base
49th
Percentile by assets National rank
$57,062
Avg per participant Low balance/head
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Official DOL plan name: Lake Shore 401(k) Profit Sharing Plan · Sponsored by Lake Shore III Corporation · Wisconsin · Finance & Insurance

$5M in assets, 82 participants

Lake Shore III Corporation's Lake Shore 401(k) Profit Sharing Plan reported $5M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,172 in Finance & Insurance (9,261 peers)

Lake Shore III Corporation multi-year trail

Lake Shore III Corporation's plans moved +44.0% in assets from 2022 to 2024; this filing shows Lake Shore 401(k) Profit Sharing Plan at $5M / 82 participants.

#3,172
in Finance & Insurance (9,261 peers)
-7.8%
assets change YoY

The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lake Shore 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Lake Shore 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,679,100 49th percentile higher than 49% 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 Shore 401(k) Profit Sharing 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. Lake Shore 401(k) Profit Sharing Plan is a small filing (82 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 364712785 · Lake Shore III Corporation PY 2022 · 401(k)

Lake Shore 401(k) Profit Sharing Plan · $5M · 82 · 49th

  • 5500 $5M
  • 5500 82
  • 5500 49th
  • 5500 401(k)
  • 5500 near Webb Concrete & Building Materials 401(k) Plan
  • 5500 ind #3172

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 Wisconsin →

Lake Shore 401(k) Profit Sharing Plan in the asset neighbourhood

Lake Shore 401(k) Profit Sharing PlanLake Shore 401(k) Profit Sha…$5MWebb Concrete & Building Materials 401(k) PlanWebb Concrete & Building Mat…$5MRb Properties, Inc. 401(k) Savings Plan & TrustRb Properties, Inc. 401(k) S…$5MMcclancy Foods and Flavors LLC Capital Accumulation PlanMcclancy Foods and Flavors L…$5MApg Polytech Savings Plan for Bargaining Unit EmployeesApg Polytech Savings Plan fo…$5M
End-of-year total assets ($M) among Lake Shore 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lake Shore III Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Lake Shore III Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.98053044388878% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.68M $6.74M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 82 $5M
2023 1 85 $6M
2024 1 85 $7M

Lake Shore III Corporation filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$396K
Employer EIN364712785
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Lake Shore 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Lake Shore 401(k) Profit Sharing Plan, Total assets ($B): 0.0046791 · Participants: 82Lake Shore 401(k) Profit Sharing 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 Shore 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lake Shore 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lake Shore 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Webb Concrete & Building Materials 401(k) Plan in AL ($5M); by covered participants it is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Shore 401(k) Profit Sharing Plan assets move in 2022? ▼
Lake Shore 401(k) Profit Sharing Plan pulled back noticeably - down 7.8% during 2022, from $5M to $5M. Reported net income was -$396K.
How have Lake Shore III Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Shore III Corporation's sponsor-wide assets grew 44.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Lake Shore 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Webb Concrete & Building Materials 401(k) Plan in AL ($5M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Lake Shore 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Electrical Production Services, Inc. 401(k) Plan in MN (82 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 364712785.

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.