Defined Benefit (Pension) · DOL Form 5500 · 2022

Lakeside Foods, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
37th
Percentile by assets National rank
$93,484
Avg per participant Below avg balance/head
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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.

  • #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.

#4,302
in Manufacturing (20,602 peers)
-29.1%
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.

Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division's mid-pack asset rank among Manufacturing and all filers

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 $2,050,000,000 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 Foods Pension Plan for United Food & Commercial Workers - Owatonna Division among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division is a small filing (27 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 390417640 · Lakeside Foods, Inc. PY 2022 · Defined Benefit (Pension)

Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division · $3M · 27 · 37th

  • BOY $3M
  • SCH 27
  • EBSA 37th
  • PART Defined Benefit (Pension)
  • TYPE near Clermont LLC Defined Benefit Plan
  • NET ind #4302

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 Manufacturing retirement plans → · Plans in Wisconsin →

Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division in the asset neighbourhood

Ret Inc Prog Plan a of Lee Spring Co & Ward Leonard Ct LLCRet Inc Prog Plan a of Lee S…$3MLakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna DivisionLakeside Foods Pension Plan …$3MClermont LLC Defined Benefit PlanClermont LLC Defined Benefit…$3MMafco Worldwide LLC Replacement Defined Benefit Pension PlanMafco Worldwide LLC Replacem…$3MBrand X Music, LLC Cash Balance PlanBrand X Music, LLC Cash Bala…$3M
End-of-year total assets ($M) among Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Lakeside Foods, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lakeside Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$114M 22.79256404688703% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $92.6M $114M ▲ +22.8%
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 ($B) Participants Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division, Total assets ($B): 0.002524079 · Participants: 27Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna DivisionThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Clermont LLC Defined Benefit Plan in TX ($3M); by covered participants it is The Engineered Wood Association Employees' Pension Plan in WA (27 participants). Same-state nearby plans are listed separately above.

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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Engineered Wood Association Employees' Pension Plan in WA (27 participants, $16M in assets).