401(k) · DOL Form 5500 · 2023

Lake Shore Country Club 401(k) Plan

Data updated 2026-08-25

$419K
Total assets Small plan by assets
9
Participants Small participant base
16th
Percentile by assets National rank
$46,524
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lake Shore Country Club 401(k) Retirement Plan · Sponsored by Lake Shore Country Club · Pennsylvania · Arts, Entertainment & Recreation

$419K in assets, 9 participants

Lake Shore Country Club's Lake Shore Country Club 401(k) Retirement Plan reported $419K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,102 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Lake Shore Country Club 401(k) Retirement Plan ranks #1,102 of 2,945 2023 filers by assets (6632% of the sector average)-$419K for 9 participants.

#1,102
in Arts, Entertainment & Recreation (2,945 peers)
+23.3%
assets growth YoY

Lake Shore Country Club 401(k) Retirement Plan among the smaller filed plans by assets

Lake Shore Country Club 401(k) Retirement Plan vs every filed plan by assets

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

$418,719 16th percentile higher than 16% 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

Lake Shore Country Club 401(k) 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 Shore Country Club 401(k) Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Shore Country Club 401(k) Retirement Plan reported net income rose from -$88K in the plan year 2022 filing to $79K in the plan year 2023 filing.
  • Lake Shore Country Club 401(k) Retirement Plan end-of-year assets rose from $340K in the plan year 2022 filing to $419K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 250607235 · Lake Shore Country Club PY 2023 · 401(k)

Lake Shore Country Club 401(k) Retirement Plan · $419K · 9 · 16th

  • SCH $419K
  • SCH 9
  • SCH 16th
  • SCH 401(k)
  • SCH near Ramsay 401(k) Plan
  • SCH ind #1102

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 Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →

Lake Shore Country Club 401(k) Retirement Plan in the asset neighbourhood

Lake Shore Country Club 401(k) Retirement PlanLake Shore Country Club 401(…$419KRamsay 401(k) Plan$419KJ Family Investments Inc. 401(k) PlanJ Family Investments Inc. 40…$419KFolmar Family Holdings Inc. 401(k) PlanFolmar Family Holdings Inc. …$419KCalyx Flowers, Inc. 401(k) PlanCalyx Flowers, Inc. 401(k) P…$419K
End-of-year total assets ($M) among Lake Shore Country Club 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$340K
Net Assets (End of Year)$419K
Net Income$79K
Employer EIN250607235
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Shore Country Club)

Sponsor-wide plan assets over time

All Lake Shore Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$511K 50.508245925637915% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.34M $0.51M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 9 $340K
2023 1 9 $419K
2024 1 8 $511K

Nearby 401(k) Plans in Pennsylvania

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

Lake Shore Country Club 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Lake Shore Country Club 401(k) Retirement Plan, Total assets ($B): 0.000418719 · Participants: 9Lake Shore Country Club 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Lake Shore Country Club 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Lake Shore Country Club 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ramsay 401(k) Plan in NJ ($419K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($419K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Lake Shore Country Club 401(k) Retirement Plan assets move in 2023?
Lake Shore Country Club 401(k) Retirement Plan grew sharply - up 23.3% during 2023, from $340K to $419K. Reported net income was $79K.
How have Lake Shore Country Club plan assets changed over time?
Across 3 plan years on file (2022-2024), Lake Shore Country Club's sponsor-wide assets grew 50.5%, from $340K to $511K.
Where does Lake Shore Country Club 401(k) Retirement Plan rank by assets among Form 5500 filers?
Lake Shore Country Club 401(k) Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lake Shore Country Club 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Ramsay 401(k) Plan in NJ ($419K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Lake Shore Country Club 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).