Profit Sharing · DOL Form 5500 · 2023

Lake Altamont Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$209K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$104,633
Avg per participant Below avg balance/head
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Official DOL plan name: Lake Altamont Holdings Inc. Retirement Plan · Sponsored by Lake Altamont Holdings Inc. · Virginia · Administrative & Support Services

$209K in assets, 2 participants

Lake Altamont Holdings Inc.'s Lake Altamont Holdings Inc. Retirement Plan reported $209K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,101 in Administrative & Support Services (4,372 peers)

2023 asset change

Lake Altamont Holdings Inc. Retirement Plan grew at a solid clip 11.4% in 2023 ($188K → $209K) for 2 participants.

#1,101
in Administrative & Support Services (4,372 peers)
+11.4%
assets growth YoY

Lake Altamont Holdings Inc. Retirement Plan among the smaller filed plans by assets

Lake Altamont Holdings Inc. Retirement Plan vs every filed plan by assets

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

$209,266 11th percentile higher than 11% 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 Altamont Holdings Inc. 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 Altamont Holdings Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Altamont Holdings Inc. Retirement Plan reported net income rose from -$47K in the plan year 2022 filing to $21K in the plan year 2023 filing.
  • Lake Altamont Holdings Inc. Retirement Plan end-of-year assets rose from $188K in the plan year 2022 filing to $209K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 833680540 · Lake Altamont Holdings Inc. PY 2023 · Profit Sharing

Lake Altamont Holdings Inc. Retirement Plan · $209K · 2 · 11th

  • IND $209K
  • EOY 2
  • 5500 11th
  • ASSETS Profit Sharing
  • PCT near Tricky Stork Corp. Profit Sharing Plan
  • EIN ind #1101

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 Administrative & Support Services retirement plans → · Plans in Virginia →

Lake Altamont Holdings Inc. Retirement Plan in the asset neighbourhood

Lake Altamont Holdings Inc. Retirement PlanLake Altamont Holdings Inc. …$209KTricky Stork Corp. Profit Sharing PlanTricky Stork Corp. Profit Sh…$209KBeane Counters Inc. Profit Sharing PlanBeane Counters Inc. Profit S…$209KThe Mail Box Store Inc. Profit Sharing PlanThe Mail Box Store Inc. Prof…$209KS and S Diagnostics, Inc. Profit Sharing PlanS and S Diagnostics, Inc. Pr…$209K
End-of-year total assets ($M) among Lake Altamont Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Lake Altamont Holdings Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Lake Altamont Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$192K 2.329232210136444% vs 2022
2024 filing year
$0.18M$0.19M$0.2M$0.21M$0.22M 202220232024 $0.19M $0.19M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $188K
2023 1 2 $209K
2024 1 2 $192K

2023 asset-move particulars

Total Assets (Beginning of Year)$188K
Net Assets (End of Year)$209K
Net Income$21K
Employer EIN833680540
Plan Effective Date2019-02-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lake Altamont Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Lake Altamont Holdings Inc. Retirement Plan, Total assets ($B): 0.000209266 · Participants: 2Lake Altamont Holdings Inc. Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Lake Altamont Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Lake Altamont Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Tricky Stork Corp. Profit Sharing Plan in MI ($209K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Altamont Holdings Inc. Retirement Plan assets move in 2023?
Lake Altamont Holdings Inc. Retirement Plan grew at a solid clip - up 11.4% during 2023, from $188K to $209K. Reported net income was $21K.
How have Lake Altamont Holdings Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lake Altamont Holdings Inc.'s sponsor-wide assets grew 2.3%, from $188K to $192K.
Where does Lake Altamont Holdings Inc. Retirement Plan rank by assets among Form 5500 filers?
Lake Altamont Holdings Inc. Retirement Plan ranks in the 11th 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 Profit Sharing plans are similar in size to Lake Altamont Holdings Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Tricky Stork Corp. Profit Sharing Plan in MI ($209K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Lake Altamont Holdings Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).