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
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
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.
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. 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
| 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 EIN | 833680540 |
| Plan Effective Date | 2019-02-21 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.1B · 5,192
- Carpenter Co. Profit-Sharing Plan $299M · 2,085
- American Institutes for Research Tax Deferred Annuity Plan $277M · 1,521
- Analytic Services Inc. Defined Contribution Retirement Plan $205M · 584
- Associated Universities Inc. Retirement Plan $193M · 541
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($209K here).
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.