Defined Benefit (Pension) · DOL Form 5500 · 2022

Lakeside Foods, Inc. Pension Plan

Data updated 2026-08-11

$3M
Total assets
27
Participants
37th
Percentile by assets
$93,484
Avg per participant
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Official DOL plan name: Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division · Sponsored by Lakeside Foods, Inc. · Wisconsin · Manufacturing

$3M in assets, 27 participants

Lakeside Foods, Inc.'s Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division reported $3M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • 37th percentile by assets (of 139,126 plans)
  • #4,302 in Manufacturing (20,602 peers)

Lakeside Foods, Inc. multi-year trail

Lakeside Foods, Inc.'s plans moved +22.8% in assets from 2022 to 2024; this filing shows Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division at $3M / 27 participants.

$3M
total plan assets (2022 EOY)
27
covered participants
37th
percentile by assets (of 139,126 plans)
$93,484
avg assets per participant

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.

Where Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division sits by total assets

Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division vs every filed plan by assets

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

$2,524,079 37th percentile higher than 37% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Wisconsin
Industry
Manufacturing

Lakeside Foods, Inc. across 3 plan years on file

Across the 3 plan years Lakeside Foods, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $93M to $114M, a gain of 22.8%, while reported participants moved from 1,260 to 1,308 (+3.8%). Peak year by sponsor assets: 2024 ($114M); trough: 2022 ($93M).

Lakeside Foods, Inc. multi-year asset trail

$90M$100M$110M$120M 202220232024 $92.6M $114M ▲ +22.8%
Total plan assets by year, all Lakeside Foods, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,260 $93M
2023 1 1,249 $103M
2024 1 1,308 $114M

Lakeside Foods, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN390417640
Plan Effective Date1961-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Lakeside Foods Pensi…, Total assets ($B): 0.002524079 · Participants: 27Lakeside Foods Pensi…The Northwestern Mut…, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mut…Building Trades Unit…, Total assets ($B): 2.951985172 · Participants: 9724Building Trades Unit…Rockwell Automation …, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation …The Northwestern Mut…, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mut…Harley-Davidson Reti…, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Reti…
Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Lakeside Foods Pension Plan for United F… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division by total assets, not by location.

Frequently Asked Questions

How did Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division assets move in 2022? ▼
Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division declined sharply - down 29.1% during 2022, from $4M to $3M. Reported net income was -$1M.
How have Lakeside Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Foods, Inc.'s sponsor-wide assets grew 22.8%, from $93M to $114M.
Which Defined Benefit (Pension) plans are similar in size to Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Clermont LLC Defined Benefit Plan in TX ($3M, 2 participants).

Next read for Lakeside Foods Pension Plan for United F…

Multi-year trail

Ways to act on Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division's numbers.

  • By total assets, Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
  • Lakeside Foods, Inc.'s sponsor-wide assets have grown 22.8% since 2022 across 3 plan years on file. More Manufacturing plans

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 390417640.

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.