401(k) · DOL Form 5500 · 2023

Lake Home Getaway, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 1
Participants Small participant base: 27th
Percentile by assets National rank: $1.5M
Avg per participant High balance/head

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Official DOL plan name: Lake Home Getaway Retirement Plan · Sponsored by Lake Home Getaway, Inc. · Wisconsin · Real Estate

$1M in assets, 1 participants

Lake Home Getaway, Inc.'s Lake Home Getaway Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#2,172 in Real Estate (4,727 peers)

Lake Home Getaway, Inc. multi-year trail

Lake Home Getaway, Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Lake Home Getaway Retirement Plan at $1M / 1 participant.

#2,172
in Real Estate (4,727 peers): +18.5%
assets growth YoY

Lake Home Getaway Retirement Plan among the smaller filed plans by assets

Lake Home Getaway Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,487,932 27th percentile higher than 27% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lake Home Getaway Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Home Getaway Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lake Home Getaway Retirement Plan reported net income fell from $1M in the plan year 2022 filing to $232K in the plan year 2023 filing.
Lake Home Getaway Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 920883531 · Lake Home Getaway, Inc. PY 2023 · 401(k)

Lake Home Getaway Retirement Plan · $1M · 1 · 27th

NET $1M
NET 1
NET 27th
NET 401(k)
NET near Relco Products, Inc. 401(k) Plan
NET ind #2172

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 Real Estate retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Lake Home Getaway Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lake Home Getaway, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2M 43.35866906563635% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$1M
2023	1	1	$1M
2024	1	1	$2M

Lake Home Getaway, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$232K
Employer EIN	920883531
Plan Effective Date	2022-11-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Lake Home Getaway Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Lake Home Getaway Retirement Plan side-by-side with 3 peers →

Lake Home Getaway Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Relco Products, Inc. 401(k) Plan in IN ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Relco Products, Inc. 401(k) Plan (IN) $1M · 9
Santa Barbara Pulmonary Associates, Inc. 401(k) Profit Sharing Plan (CA) $1M · 5
Savela & Associates, Inc. 401(k) Profit Sharing Pl (AL) $1M · 14
Witt Chiropractic Clinic, LLC 401(k) Profit Sharing Plan (AL) $1M · 2

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lake Home Getaway Retirement Plan assets move in 2023? ▼

Lake Home Getaway Retirement Plan grew sharply - up 18.5% during 2023, from $1M to $1M. Reported net income was $232K.

How have Lake Home Getaway, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lake Home Getaway, Inc.'s sponsor-wide assets grew 43.4%, from $1M to $2M.

Which 401(k) plans are similar in size to Lake Home Getaway Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Relco Products, Inc. 401(k) Plan in IN ($1M, 9 participants).

Which 401(k) plans cover a similar participant headcount to Lake Home Getaway Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 920883531.