Profit Sharing · DOL Form 5500 · 2023
Lakeside Supply Company Profit Sharing Plan
Data updated 2026-08-11
- $18M
- Total assets
- 15
- Participants
- 70th
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: Lakeside Supply Company Profit Sharing Plan and Trust · Sponsored by Lakeside Supply Company · Ohio · Wholesale Trade
$18M in assets, 15 participants
Lakeside Supply Company's Lakeside Supply Company Profit Sharing Plan and Trust reported $18M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 127,072 plans)
- #4,194 in Wholesale Trade (6,309 peers)
What the 2023 filing shows
Lakeside Supply Company Profit Sharing Plan and Trust holds $18M for 15 participants - about $1.2M per participant, above the median plan by assets.
- $18M
- total plan assets (2023 EOY)
- 15
- covered participants
- 70th
- percentile by assets (of 127,072 plans)
- $1.2M
- avg assets per participant
The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lakeside Supply Company Profit Sharing Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to -$46K in the plan year 2023 filing.
- Lakeside Supply Company Profit Sharing Plan and Trust reported participants fell from 20 in the plan year 2022 filing to 15 in the plan year 2023 filing.
Profit Sharing filing for Lakeside Supply Company Profit Sharing Plan and Trust
Profit Sharing filing for plan year 2023: EIN 340763475 ; effective since 1980-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$46K |
| Employer EIN | 340763475 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeside Supply Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $18M |
| 2023 | 1 | 15 | $18M |
| 2024 | 1 | 17 | $16M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Lakeside Supply Company Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lakeside Supply Company Profit Sharing Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Lakeside Supply Company Profit Sharing Plan and Trust assets move in 2023? ▼
How have Lakeside Supply Company plan assets changed over time? ▼
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Filing takeaways
Ways to act on Lakeside Supply Company Profit Sharing Plan and Trust's numbers.
- By total assets, Lakeside Supply Company Profit Sharing Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Lakeside Supply Company's sponsor-wide assets have declined 8.4% since 2022 across 3 plan years on file. More Wholesale Trade plans