401(k) · DOL Form 5500 · 2022

Lake Shore Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
438
Participants Below avg headcount
79th
Percentile by assets National rank
$53,032
Avg per participant Low balance/head
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Official DOL plan name: Lake Shore Systems, Inc. 401(k) Plan · Sponsored by Lake Shore Systems, Inc. · Wisconsin · Manufacturing

$23M in assets, 438 participants

Lake Shore Systems, Inc.'s Lake Shore Systems, Inc. 401(k) Plan reported $23M in total assets and 438 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,621 in Manufacturing (20,602 peers)

Where Lake Shore Systems, Inc. 401(k) Plan sits by assets

Lake Shore Systems, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 438 participants (~$53,032/participant), down 21.7% in 2022.

#14,621
in Manufacturing (20,602 peers)
-21.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lake Shore Systems, Inc. 401(k) Plan's outsized position by total assets

Lake Shore Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$23,228,124 Top 21% higher than 79% 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 Systems, Inc. 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. Lake Shore Systems, Inc. 401(k) Plan sits mid-pack in the medium band (438 participants).

DOL schedule card

Filing strip 813537960 · Lake Shore Systems, Inc. PY 2022 · 401(k)

Lake Shore Systems, Inc. 401(k) Plan · $23M · 438 · 79th

  • BOOK $23M
  • VS-ST 438
  • BOY 79th
  • SCH 401(k)
  • EBSA near Ollie's Bargain Outlet, Inc. 401(k) Retirement Plan
  • PART ind #14621

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 →

Lake Shore Systems, Inc. 401(k) Plan in the asset neighbourhood

Lake Shore Systems, Inc. 401(k) PlanLake Shore Systems, Inc. 401…$23MOllie's Bargain Outlet, Inc. 401(k) Retirement PlanOllie's Bargain Outlet, Inc.…$23MBently Enterprises, LLC Profit Sharing 401(k) PlanBently Enterprises, LLC Prof…$23MPremier Automotive Retirement PlanPremier Automotive Retiremen…$23MMorrison Hershfield Corporation 401(k) PlanMorrison Hershfield Corporat…$23M
End-of-year total assets ($M) among Lake Shore Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$23M
Net Income-$6M
Employer EIN813537960
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Shore Systems, Inc.)

Sponsor-wide plan assets over time

All Lake Shore Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $23.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 438 $23M
2023 1 356 $27M
2024 1 356 N/A

Nearby 401(k) Plans in Wisconsin

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

Lake Shore Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Lake Shore Systems, Inc. 401(k) Plan, Total assets ($B): 0.023228124 · Participants: 438Lake Shore Systems, Inc. 401(k) 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 Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lake Shore Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Lake Shore Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ollie's Bargain Outlet, Inc. 401(k) Retirement Plan in PA ($23M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (438 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (438 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 Systems, Inc. 401(k) Plan assets move in 2022? ▼
Lake Shore Systems, Inc. 401(k) Plan declined sharply - down 21.7% during 2022, from $30M to $23M. Reported net income was -$6M.
Where does Lake Shore Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lake Shore Systems, Inc. 401(k) Plan ranks in the 79th 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 401(k) plans are similar in size to Lake Shore Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ollie's Bargain Outlet, Inc. 401(k) Retirement Plan in PA ($23M, 5,879 participants).
Which 401(k) plans cover a similar participant headcount to Lake Shore Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (438 participants, $358K 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 813537960.

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.