401(k) · DOL Form 5500 · 2023

Lakeview Orthodontics, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
30th
Percentile by assets National rank
$108,739
Avg per participant Below avg balance/head
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Official DOL plan name: Lakeview Orthodontics, P.C. Profit Sharing Plan · Sponsored by Lakeview Orthodontics, P.C. · Alabama · Healthcare & Social Assistance

$2M in assets, 18 participants

Lakeview Orthodontics, P.C.'s Lakeview Orthodontics, P.C. Profit Sharing Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,075 in Healthcare & Social Assistance (17,684 peers)

Lakeview Orthodontics, P.C. multi-year trail

Lakeview Orthodontics, P.C.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows Lakeview Orthodontics, P.C. Profit Sharing Plan at $2M / 18 participants.

#5,075
in Healthcare & Social Assistance (17,684 peers)
+20.6%
assets growth YoY

Lakeview Orthodontics, P.C. Profit Sharing Plan among the smaller filed plans by assets

Lakeview Orthodontics, P.C. Profit Sharing Plan vs every filed plan by assets

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

$1,957,303 30th percentile higher than 30% of 127,068 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 2023

Lakeview Orthodontics, P.C. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Orthodontics, P.C. Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeview Orthodontics, P.C. Profit Sharing Plan reported net income rose from -$296K in the plan year 2022 filing to $334K in the plan year 2023 filing.
  • Lakeview Orthodontics, P.C. Profit Sharing Plan reported participants rose from 14 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Lakeview Orthodontics, P.C. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452036604 · Lakeview Orthodontics, P.C. PY 2023 · 401(k)

Lakeview Orthodontics, P.C. Profit Sharing Plan · $2M · 18 · 30th

  • EBSA $2M
  • PART 18
  • TYPE 30th
  • NET 401(k)
  • BOOK near Triformis Inc. 401(k) Plan
  • VS-ST ind #5075

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Lakeview Orthodontics, P.C. Profit Sharing Plan in the asset neighbourhood

Lakeview Orthodontics, P.C. Profit Sharing PlanLakeview Orthodontics, P.C. …$2MTriformis Inc. 401(k) Plan$2MSmart Ims 401(k) Plan$2MLuamben Green Service Corp. 401(k) PlanLuamben Green Service Corp. …$2MIntegrated Health Resources 401(k) PlanIntegrated Health Resources …$2M
End-of-year total assets ($M) among Lakeview Orthodontics, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lakeview Orthodontics, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Lakeview Orthodontics, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 36.611276725010136% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.62M $2.22M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 18 $2M
2024 1 16 $2M

Lakeview Orthodontics, P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$334K
Employer EIN452036604
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Lakeview Orthodontics, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Lakeview Orthodontics, P.C. Profit Sharing Plan, Total assets ($B): 0.001957303 · Participants: 18Lakeview Orthodontics, P.C. Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Lakeview Orthodontics, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Lakeview Orthodontics, P.C. Profit Sharing Plan side-by-side with 3 peers →

Lakeview Orthodontics, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Triformis Inc. 401(k) Plan in TX ($2M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

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 Lakeview Orthodontics, P.C. Profit Sharing Plan assets move in 2023? ▼
Lakeview Orthodontics, P.C. Profit Sharing Plan grew sharply - up 20.6% during 2023, from $2M to $2M. Reported net income was $334K.
How have Lakeview Orthodontics, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Orthodontics, P.C.'s sponsor-wide assets grew 36.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Lakeview Orthodontics, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Triformis Inc. 401(k) Plan in TX ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Orthodontics, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 452036604.

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.