401(k) · DOL Form 5500 · 2022
Lad Lake, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 219
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $23,469
- Avg per participant Low balance/head
Official DOL plan name: Lad Lake 401(k) Plan · Sponsored by Lad Lake, Inc. · Wisconsin · Healthcare & Social Assistance
$5M in assets, 219 participants
Lad Lake, Inc.'s Lad Lake 401(k) Plan reported $5M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #11,403 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Lad Lake 401(k) Plan covers 219 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.
- #11,403
- in Healthcare & Social Assistance (20,060 peers)
- -16.4%
- 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.
Lad Lake 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lad Lake 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,139,758 Top 49% higher than 51% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lad Lake 401(k) 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. Lad Lake 401(k) Plan sits mid-pack in the medium band (219 participants).
EBSA filing schedule strip
Filing strip 390806398 · Lad Lake, Inc. PY 2022 · 401(k)
Lad Lake 401(k) Plan · $5M · 219 · 51st
- IND $5M
- IND 219
- IND 51st
- IND 401(k)
- IND near Caddis Capital Management 401(k) Plan
- IND ind #11403
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Lad Lake 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 390806398 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lad Lake, Inc.)
Sponsor-wide plan assets over time
All Lad Lake, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 28.109222262993704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 219 | $5M |
| 2023 | 1 | 235 | $6M |
| 2024 | 1 | 242 | $7M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Lad Lake 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Caddis Capital Management 401(k) Plan in UT ($5M); by covered participants it is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (219 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.