401(k) · DOL Form 5500 · 2023

Lakeview Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
48
Participants Small participant base
74th
Percentile by assets National rank
$449,192
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeview Capital, Inc. 401(k) Savings Plan · Sponsored by Lakeview Capital, Inc. · Michigan · Management of Enterprises

$22M in assets, 48 participants

Lakeview Capital, Inc.'s Lakeview Capital, Inc. 401(k) Savings Plan reported $22M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #609 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Lakeview Capital, Inc. 401(k) Savings Plan ranks #609 of 1,137 2023 filers by assets (1649% of the sector average)-$22M for 48 participants.

#609
in Management of Enterprises (1,137 peers)
+20.3%
assets growth YoY

Lakeview Capital, Inc. 401(k) Savings Plan's outsized position by total assets

Lakeview Capital, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$21,561,203 Top 26% higher than 74% 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 Capital, Inc. 401(k) Savings 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 Capital, Inc. 401(k) Savings Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeview Capital, Inc. 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lakeview Capital, Inc. 401(k) Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Lakeview Capital, Inc. 401(k) Savings Plan reported participants rose from 42 in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300518620 · Lakeview Capital, Inc. PY 2023 · 401(k)

Lakeview Capital, Inc. 401(k) Savings Plan · $22M · 48 · 74th

  • PCT $22M
  • EIN 48
  • RANK 74th
  • PHOTO 401(k)
  • IND near Cedar Point Fcu Employees 401(k) Plan
  • EOY ind #609

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 Management of Enterprises retirement plans → · Plans in Michigan →

Lakeview Capital, Inc. 401(k) Savings Plan in the asset neighbourhood

Lakeview Capital, Inc. 401(k) Savings PlanLakeview Capital, Inc. 401(k…$22MCedar Point Fcu Employees 401(k) PlanCedar Point Fcu Employees 40…$22MLexipol Company Retirement Readiness 401(k) PlanLexipol Company Retirement R…$22MExpressway Dodge, Inc. 401(k) PlanExpressway Dodge, Inc. 401(k…$22MGetwellnetwork, Inc. 401(k) PlanGetwellnetwork, Inc. 401(k) …$22M
End-of-year total assets ($M) among Lakeview Capital, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN300518620
Plan Effective Date2006-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Capital, Inc.)

Sponsor-wide plan assets over time

All Lakeview Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 42.231226019070114% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.9M $25.5M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 42 $18M
2023 1 48 $22M
2024 1 53 $25M

Nearby 401(k) Plans in Michigan

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

Lakeview Capital, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Lakeview Capital, Inc. 401(k) Savings Plan, Total assets ($B): 0.021561203 · Participants: 48Lakeview Capital, Inc. 401(k) Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The 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): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lakeview Capital, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Lakeview Capital, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Lakeview Capital, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Cedar Point Fcu Employees 401(k) Plan in MD ($22M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Capital, Inc. 401(k) Savings Plan assets move in 2023? ▼
Lakeview Capital, Inc. 401(k) Savings Plan grew sharply - up 20.3% during 2023, from $18M to $22M. Reported net income was $4M.
How have Lakeview Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Capital, Inc.'s sponsor-wide assets grew 42.2%, from $18M to $25M.
Which 401(k) plans are similar in size to Lakeview Capital, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cedar Point Fcu Employees 401(k) Plan in MD ($22M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Capital, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M 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 300518620.

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.