401(k) · DOL Form 5500 · 2022
Lakeshore Learning Materials, LLC 401(k) Plan
Data updated 2026-08-11
- $127M
- Total assets
- 2,777
- Participants
- 94th
- Percentile by assets
- $45,564
- Avg per participant
Official DOL plan name: Lakeshore Learning Materials 401(k) Plan · Sponsored by Lakeshore Learning Materials, LLC · California · Retail Trade
$127M in assets, 2,777 participants
Lakeshore Learning Materials, LLC's Lakeshore Learning Materials 401(k) Plan reported $127M in total assets and 2,777 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #9,200 in Retail Trade (9,519 peers)
Coverage in California
Lakeshore Learning Materials 401(k) Plan covers 2,777 participants in California, 4.4x the typical California plan (state average ~630 per filing). Assets: $127M.
- $127M
- total plan assets (2022 EOY)
- 2,777
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $45,564
- avg assets per participant
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Lakeshore Learning Materials 401(k) Plan reports 2,777 participants - 4.4x that state average ($127M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | -$14M |
| Employer EIN | 941525814 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeshore Learning Materials, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,777 | $127M |
| 2023 | 1 | 3,373 | $163M |
| 2024 | 1 | 4,141 | $200M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lakeshore Learning Materials 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lakeshore Learning Materials 401(k) Plan by total assets, not by location.
- Schnader Harrison Segal & Lewis LLP Retirement and Savings Plan (PA) $126M · 194
- Hampton Lumber Mills Hourly Retirement Plan (OR) $126M · 952
- Cmg Hourly 401(k) Plan (AL) $126M · 991
- Iaa 401(k) Plan (IL) $127M · 3,470
Frequently Asked Questions
How did Lakeshore Learning Materials 401(k) Plan assets move in 2022? ▼
How have Lakeshore Learning Materials, LLC plan assets changed over time? ▼
Where does Lakeshore Learning Materials 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lakeshore Learning Materials 401(k) Plan? ▼
Next read for Lakeshore Learning Materials 401(k) Plan
Filing takeaways
Ways to act on Lakeshore Learning Materials 401(k) Plan's numbers.
- By total assets, Lakeshore Learning Materials 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Lakeshore Learning Materials, LLC's sponsor-wide assets have grown 57.8% since 2022 across 3 plan years on file. More Retail Trade plans