401(k) · DOL Form 5500 · 2023

Lakeside Bottling Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
52
Participants Small participant base
53rd
Percentile by assets National rank
$146,299
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeside Bottling Company Retirement Savings Plan · Sponsored by Lakeside Bottling Company · Wisconsin · Wholesale Trade

$8M in assets, 52 participants

Lakeside Bottling Company's Lakeside Bottling Company Retirement Savings Plan reported $8M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,724 in Wholesale Trade (6,309 peers)

Lakeside Bottling Company multi-year trail

Lakeside Bottling Company's plans moved +24.9% in assets from 2022 to 2024; this filing shows Lakeside Bottling Company Retirement Savings Plan at $8M / 52 participants.

#2,724
in Wholesale Trade (6,309 peers)
+9.9%
assets growth YoY

Lakeside Bottling Company Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Lakeside Bottling Company Retirement Savings Plan vs every filed plan by assets

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

$7,607,561 Top 47% higher than 53% 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

Lakeside Bottling Company Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeside Bottling Company Retirement Savings Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeside Bottling Company Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $684K in the plan year 2023 filing.
  • Lakeside Bottling Company Retirement Savings Plan reported participants rose from 47 in the plan year 2022 filing to 52 in the plan year 2023 filing.
  • Lakeside Bottling Company Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390417440 · Lakeside Bottling Company PY 2023 · 401(k)

Lakeside Bottling Company Retirement Savings Plan · $8M · 52 · 53rd

  • VS-ST $8M
  • VS-ST 52
  • VS-ST 53rd
  • VS-ST 401(k)
  • VS-ST near General Plug and Manufacturing Company 401(k) Profit Sharing Plan
  • VS-ST ind #2724

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Lakeside Bottling Company Retirement Savings Plan in the asset neighbourhood

Lakeside Bottling Company Retirement Savings PlanLakeside Bottling Company Re…$8MGeneral Plug and Manufacturing Company 401(k) Profit Sharing PlanGeneral Plug and Manufacturi…$8MSoutheast Milk Inc. 401(k) Profit Sharing PlanSoutheast Milk Inc. 401(k) P…$8MPharpoint Research Inc. 401(k) PlanPharpoint Research Inc. 401(…$8MBelle Chasse Academy Inc. 401 K PlanBelle Chasse Academy Inc. 40…$8M
End-of-year total assets ($M) among Lakeside Bottling Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lakeside Bottling Company multi-year asset trail

Sponsor-wide plan assets over time

All Lakeside Bottling Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.852223038070186% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.92M $8.64M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 47 $7M
2023 1 52 $8M
2024 1 64 $9M

Lakeside Bottling Company filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$684K
Employer EIN390417440
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Lakeside Bottling Company Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Lakeside Bottling Company Retirement Savings Plan, Total assets ($B): 0.007607561 · Participants: 52Lakeside Bottling Company Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Lakeside Bottling Company Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lakeside Bottling Company Retirement Savings Plan side-by-side with 3 peers →

Lakeside Bottling Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is General Plug and Manufacturing Company 401(k) Profit Sharing Plan in OH ($8M); by covered participants it is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Lakeside Bottling Company Retirement Savings Plan assets move in 2023? ▼
Lakeside Bottling Company Retirement Savings Plan grew at a solid clip - up 9.9% during 2023, from $7M to $8M. Reported net income was $684K.
How have Lakeside Bottling Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Bottling Company's sponsor-wide assets grew 24.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Lakeside Bottling Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Plug and Manufacturing Company 401(k) Profit Sharing Plan in OH ($8M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Lakeside Bottling Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 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 390417440.

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.