401(k) · DOL Form 5500 · 2022

Western Michigan Lakeshore Holdings, Ltd. 401(k) Plan

Data updated 2026-08-25

$887K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$295,628
Avg per participant High balance/head
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Official DOL plan name: Western Michigan Lakeshore Holdings Retirement Plan · Sponsored by Western Michigan Lakeshore Holdings, Ltd. · Michigan · Professional & Technical Services

$887K in assets, 3 participants

Western Michigan Lakeshore Holdings, Ltd.'s Western Michigan Lakeshore Holdings Retirement Plan reported $887K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,304 in Professional & Technical Services (21,562 peers)

Western Michigan Lakeshore Holdings, Ltd. multi-year trail

Western Michigan Lakeshore Holdings, Ltd.'s plans moved +21.4% in assets from 2022 to 2024; this filing shows Western Michigan Lakeshore Holdings Retirement Plan at $887K / 3 participants.

#4,304
in Professional & Technical Services (21,562 peers)
+48.8%
assets growth YoY

Western Michigan Lakeshore Holdings Retirement Plan among the smaller filed plans by assets

Western Michigan Lakeshore Holdings Retirement Plan vs every filed plan by assets

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

$886,884 24th percentile higher than 24% 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

Western Michigan Lakeshore Holdings Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Michigan Lakeshore Holdings Retirement Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 460864655 · Western Michigan Lakeshore Holdings, Ltd. PY 2022 · 401(k)

Western Michigan Lakeshore Holdings Retirement Plan · $887K · 3 · 24th

  • EOY $887K
  • EOY 3
  • EOY 24th
  • EOY 401(k)
  • EOY near Northline Wealth Management, LLC 401(k) Plan
  • EOY ind #4304

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Western Michigan Lakeshore Holdings Retirement Plan in the asset neighbourhood

Western Michigan Lakeshore Holdings Retirement PlanWestern Michigan Lakeshore H…$887KNorthline Wealth Management, LLC 401(k) PlanNorthline Wealth Management,…$887KEcm Parks and Recreation, Inc. 401(k) PlanEcm Parks and Recreation, In…$887KRam Enterprises, Inc. Retirement Savings PlanRam Enterprises, Inc. Retire…$887KGary a Halpert Cpa 401(k) Profit Sharing PlanGary a Halpert Cpa 401(k) Pr…$887K
End-of-year total assets ($M) among Western Michigan Lakeshore Holdings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Western Michigan Lakeshore Holdings, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Western Michigan Lakeshore Holdings, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 21.38430730512671% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.89M $1.08M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 3 $887K
2023 1 4 $846K
2024 1 4 $1M

Western Michigan Lakeshore Holdings, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$596K
Net Assets (End of Year)$887K
Net Income$291K
Employer EIN460864655
Plan Effective Date2012-08-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Western Michigan Lakeshore Holdings Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Western Michigan Lakeshore Holdings Retirement Plan, Total assets ($B): 0.000886884 · Participants: 3Western Michigan Lakeshore Holdings Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Western Michigan Lakeshore Holdings Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Western Michigan Lakeshore Holdings Retirement Plan side-by-side with 3 peers →

Western Michigan Lakeshore Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Northline Wealth Management, LLC 401(k) Plan in OR ($887K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Western Michigan Lakeshore Holdings Retirement Plan assets move in 2022? ▼
Western Michigan Lakeshore Holdings Retirement Plan surged - up 48.8% during 2022, from $596K to $887K. Reported net income was $291K.
How have Western Michigan Lakeshore Holdings, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Michigan Lakeshore Holdings, Ltd.'s sponsor-wide assets grew 21.4%, from $887K to $1M.
Where does Western Michigan Lakeshore Holdings Retirement Plan rank by assets among Form 5500 filers? ▼
Western Michigan Lakeshore Holdings Retirement Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Western Michigan Lakeshore Holdings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northline Wealth Management, LLC 401(k) Plan in OR ($887K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Western Michigan Lakeshore Holdings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A 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 460864655.

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.