401(k) · DOL Form 5500 · 2023
Lakeside Dentistry, PA 401(k) Plan
Data updated 2026-08-25
- $819K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $163,759
- Avg per participant Above avg balance/head
Official DOL plan name: Lakeside Dentistry, PA 401(k) Plan · Sponsored by Lakeside Dentistry, PA · South Carolina · Healthcare & Social Assistance
$819K in assets, 5 participants
Lakeside Dentistry, PA's Lakeside Dentistry, PA 401(k) Plan reported $819K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,089 in Healthcare & Social Assistance (17,684 peers)
Lakeside Dentistry, PA multi-year trail
Lakeside Dentistry, PA's plans moved +45.3% in assets from 2022 to 2024; this filing shows Lakeside Dentistry, PA 401(k) Plan at $819K / 5 participants.
- #3,089
- in Healthcare & Social Assistance (17,684 peers)
- +18.1%
- assets growth YoY
Lakeside Dentistry, PA 401(k) Plan among the smaller filed plans by assets
Lakeside Dentistry, PA 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$818,796 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lakeside Dentistry, PA 401(k) 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. Lakeside Dentistry, PA 401(k) Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lakeside Dentistry, PA 401(k) Plan reported net income rose from -$122K in the plan year 2022 filing to $125K in the plan year 2023 filing.
- Lakeside Dentistry, PA 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Lakeside Dentistry, PA 401(k) Plan end-of-year assets rose from $693K in the plan year 2022 filing to $819K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 200566201 · Lakeside Dentistry, PA PY 2023 · 401(k)
Lakeside Dentistry, PA 401(k) Plan · $819K · 5 · 22nd
- NET $819K
- BOOK 5
- VS-ST 22nd
- BOY 401(k)
- SCH near Jcb Urban Company 401(k) Profit Sharing Plan & Trust
- EBSA ind #3089
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 South Carolina →
Lakeside Dentistry, PA 401(k) Plan in the asset neighbourhood
Lakeside Dentistry, PA multi-year asset trail
Sponsor-wide plan assets over time
All Lakeside Dentistry, PA plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 45.30152214268303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $693K |
| 2023 | 1 | 5 | $819K |
| 2024 | 1 | 5 | $1M |
Lakeside Dentistry, PA filing trail (2023)
| Total Assets (Beginning of Year) | $693K |
|---|---|
| Net Assets (End of Year) | $819K |
| Net Income | $125K |
| Employer EIN | 200566201 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Lakeside Dentistry, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Jcb Urban Company 401(k) Profit Sharing Plan & Trust in NC ($819K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($819K here).
- Jcb Urban Company 401(k) Profit Sharing Plan & Trust (NC) $819K · 8
- Ei US LLC 401(k) Plan (MA) $819K · 145
- Roman Empire Aba Services, Inc. 401(k) Plan (CA) $819K · 275
- B&b Creative Marketing 401(k) Plan (OH) $819K · 9
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.