ESOP · DOL Form 5500 · 2022

Lakeview Professional Services, Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
36
Participants Small participant base
34th
Percentile by assets National rank
$56,526
Avg per participant Low balance/head
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Official DOL plan name: Lakeview Professional Services, Inc ESOP · Sponsored by Lakeview Professional Services, Inc · California · Professional & Technical Services

$2M in assets, 36 participants

Lakeview Professional Services, Inc's Lakeview Professional Services, Inc ESOP reported $2M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,614 in Professional & Technical Services (21,562 peers)

2022 asset change

Lakeview Professional Services, Inc ESOP pulled back noticeably 13.2% in 2022 ($2M → $2M) for 36 participants.

#6,614
in Professional & Technical Services (21,562 peers)
-13.2%
assets change YoY

Lakeview Professional Services, Inc ESOP's mid-pack asset rank among Professional & Technical Services and all filers

Lakeview Professional Services, Inc ESOP vs every filed plan by assets

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

$2,034,948 34th percentile higher than 34% 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

Lakeview Professional Services, Inc ESOP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Professional Services, Inc ESOP is a small filing (36 participants) on this national headcount ladder.

DOL schedule card

Filing strip 953791313 · Lakeview Professional Services, Inc PY 2022 · ESOP

Lakeview Professional Services, Inc ESOP · $2M · 36 · 34th

  • VS-ST $2M
  • BOY 36
  • SCH 34th
  • EBSA ESOP
  • PART near Hart Software, Inc. Employee Stock Ownership Plan
  • TYPE ind #6614

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 What is an ESOP? → · Plans in California →

Lakeview Professional Services, Inc ESOP in the asset neighbourhood

Lakeview Professional Services, Inc ESOPLakeview Professional Servic…$2MHart Software, Inc. Employee Stock Ownership PlanHart Software, Inc. Employee…$2MOnebridge, Inc. Employee Stock Ownership PlanOnebridge, Inc. Employee Sto…$2MFrench-Reneker Associates, Inc. Employee Stock Ownership PlanFrench-Reneker Associates, I…$2MStailey Insurance Corporation Employee Stock Ownership PlanStailey Insurance Corporatio…$2M
End-of-year total assets ($M) among Lakeview Professional Services, Inc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Lakeview Professional Services, Inc years around the 2022 move

Sponsor-wide plan assets over time

All Lakeview Professional Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.8454034206279473% vs 2022
2024 filing year
$1.99M$2M$2.01M$2.02M$2.03M$2.04M 202220232024 $2.03M $2M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 36 $2M
2023 1 36 $2M
2024 1 36 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$392K
Employer EIN953791313
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lakeview Professional Services, Inc ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Lakeview Professional Services, Inc ESOP, Total assets ($B): 0.002034948 · Participants: 36Lakeview Professional Services, Inc ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Lakeview Professional Services, Inc ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Lakeview Professional Services, Inc ESOP side-by-side with 3 peers →

Lakeview Professional Services, Inc ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Hart Software, Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (36 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 Lakeview Professional Services, Inc ESOP assets move in 2022? ▼
Lakeview Professional Services, Inc ESOP pulled back noticeably - down 13.2% during 2022, from $2M to $2M. Reported net income was $392K.
How have Lakeview Professional Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Professional Services, Inc's sponsor-wide assets declined 1.8%, from $2M to $2M.
Which ESOP plans are similar in size to Lakeview Professional Services, Inc ESOP? ▼
Among ESOP plans in other states, the closest by assets is Hart Software, Inc. Employee Stock Ownership Plan in PA ($2M, 7 participants).
Which ESOP plans cover a similar participant headcount to Lakeview Professional Services, Inc ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (36 participants, $23M 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 953791313.

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.