Defined Benefit (Pension) · DOL Form 5500 · 2022

Lakeside Bank Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
122
Participants Small participant base
77th
Percentile by assets National rank
$166,201
Avg per participant Above avg balance/head
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Official DOL plan name: Lakeside Bank Retirement Plan · Sponsored by Lakeside Bank · Illinois · Finance & Insurance

$20M in assets, 122 participants

Lakeside Bank's Lakeside Bank Retirement Plan reported $20M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,946 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Lakeside Bank Retirement Plan covers 122 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#5,946
in Finance & Insurance (9,261 peers)
-13.2%
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 Retirement Plan's outsized position by total assets

Lakeside Bank Retirement Plan vs every filed plan by assets

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

$20,276,562 Top 23% higher than 77% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (122 participants).

DOL schedule card

Filing strip 362583514 · Lakeside Bank PY 2022 · Defined Benefit (Pension)

Lakeside Bank Retirement Plan · $20M · 122 · 77th

  • BOY $20M
  • BOY 122
  • BOY 77th
  • BOY Defined Benefit (Pension)
  • BOY near The Community Builders Retirement Plan
  • BOY ind #5946

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 Retirement Plan in the asset neighbourhood

Lakeside Bank Retirement Plan$20MThe Community Builders Retirement PlanThe Community Builders Retir…$20MWestinghouse Pension Plan for Operations in Puerto RicoWestinghouse Pension Plan fo…$20MSeven Hills Anesthesia, LLC Defined Benefit PlanSeven Hills Anesthesia, LLC …$20MSenior Services Retirement PlanSenior Services Retirement P…$20M
End-of-year total assets ($M) among Lakeside Bank Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN362583514
Plan Effective Date1978-01-01
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 Defined Benefit (Pension) Plans in Illinois

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

Lakeside Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Lakeside Bank Retirement Plan, Total assets ($B): 0.020276562 · Participants: 122Lakeside Bank Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Lakeside Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Lakeside Bank Retirement Plan side-by-side with 3 peers →

Lakeside Bank Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is The Community Builders Retirement Plan in MA ($20M); by covered participants it is South Texas Radiology Group P.a. Cash Balance Pension Plan in TX (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Retirement Plan assets move in 2022? ▼
Lakeside Bank Retirement Plan pulled back noticeably - down 13.2% during 2022, from $23M to $20M. 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 Retirement Plan rank by assets among Form 5500 filers? ▼
Lakeside Bank Retirement Plan ranks in the 77th 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 Defined Benefit (Pension) plans are similar in size to Lakeside Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Community Builders Retirement Plan in MA ($20M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lakeside Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is South Texas Radiology Group P.a. Cash Balance Pension Plan in TX (122 participants, $8M 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.