401(k) · DOL Form 5500 · 2023

The Lake Doctors, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
170
Participants Small participant base
54th
Percentile by assets National rank
$47,048
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lake Doctors, Inc. Retirement Savings Plan · Sponsored by The Lake Doctors, Inc. · Florida · Utilities

$8M in assets, 170 participants

The Lake Doctors, Inc.'s The Lake Doctors, Inc. Retirement Savings Plan reported $8M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #157 in Utilities (721 peers)

Coverage in Florida

The Lake Doctors, Inc. Retirement Savings Plan covers 170 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#157
in Utilities (721 peers)
+34.5%
assets growth YoY

The Lake Doctors, Inc. Retirement Savings Plan's mid-pack asset rank among Utilities and all filers

The Lake Doctors, Inc. Retirement Savings Plan vs every filed plan by assets

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

$7,998,103 Top 46% higher than 54% 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

The Lake Doctors, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lake Doctors, Inc. Retirement Savings Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lake Doctors, Inc. Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Lake Doctors, Inc. Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Lake Doctors, Inc. Retirement Savings Plan reported participants rose from 144 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 854157613 · The Lake Doctors, Inc. PY 2023 · 401(k)

The Lake Doctors, Inc. Retirement Savings Plan · $8M · 170 · 54th

  • EIN $8M
  • RANK 170
  • PHOTO 54th
  • IND 401(k)
  • EOY near Jake Marshall Service, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #157

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 Utilities retirement plans → · Plans in Florida →

The Lake Doctors, Inc. Retirement Savings Plan in the asset neighbourhood

The Lake Doctors, Inc. Retirement Savings PlanThe Lake Doctors, Inc. Retir…$8MJake Marshall Service, Inc. 401(k) Profit Sharing PlanJake Marshall Service, Inc. …$8MMidamerica Health 401(k) Plan$8MKeystone Collections Group 401(k) Profit Sharing PlanKeystone Collections Group 4…$8MVendr Inc. 401(k) Profit Sharing PlanVendr Inc. 401(k) Profit Sha…$8M
End-of-year total assets ($M) among The Lake Doctors, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN854157613
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lake Doctors, Inc.)

Sponsor-wide plan assets over time

All The Lake Doctors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 63.26768239436714% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.95M $9.71M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 144 $6M
2023 1 170 $8M
2024 1 174 $10M

Nearby 401(k) Plans in Florida

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

The Lake Doctors, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Lake Doctors, Inc. Retirement Savings Plan, Total assets ($B): 0.007998103 · Participants: 170The Lake Doctors, Inc. Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
The Lake Doctors, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Lake Doctors, Inc. Retirement Savings Plan side-by-side with 3 peers →

The Lake Doctors, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Jake Marshall Service, Inc. 401(k) Profit Sharing Plan in TN ($8M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 The Lake Doctors, Inc. Retirement Savings Plan assets move in 2023? ▼
The Lake Doctors, Inc. Retirement Savings Plan surged - up 34.5% during 2023, from $6M to $8M. Reported net income was $2M.
How have The Lake Doctors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lake Doctors, Inc.'s sponsor-wide assets grew 63.3%, from $6M to $10M.
Which 401(k) plans are similar in size to The Lake Doctors, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jake Marshall Service, Inc. 401(k) Profit Sharing Plan in TN ($8M, 113 participants).
Which 401(k) plans cover a similar participant headcount to The Lake Doctors, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 participants, N/A 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 854157613.

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.