401(k) · DOL Form 5500 · 2022

Lakeside Capital Group Management, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
204
Participants Below avg headcount
48th
Percentile by assets National rank
$21,172
Avg per participant Low balance/head
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Official DOL plan name: Lakeside Capital Group Management, LLC 401(k) Plan · Sponsored by Lakeside Capital Group Management, LLC · Washington · Management of Enterprises

$4M in assets, 204 participants

Lakeside Capital Group Management, LLC's Lakeside Capital Group Management, LLC 401(k) Plan reported $4M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #345 in Management of Enterprises (1,193 peers)

Coverage in Washington

Lakeside Capital Group Management, LLC 401(k) Plan covers 204 participants in Washington, about 14% of the average Washington filer (state average ~1,476 per filing). Assets: $4M.

#345
in Management of Enterprises (1,193 peers)
+15.1%
assets growth YoY

Lakeside Capital Group Management, LLC 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Lakeside Capital Group Management, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,319,057 48th percentile higher than 48% of 139,123 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 2022

Lakeside Capital Group Management, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeside Capital Group Management, LLC 401(k) Plan sits mid-pack in the medium band (204 participants).

EBSA filing schedule strip

Filing strip 474663985 · Lakeside Capital Group Management, LLC PY 2022 · 401(k)

Lakeside Capital Group Management, LLC 401(k) Plan · $4M · 204 · 48th

  • EOY $4M
  • 5500 204
  • ASSETS 48th
  • PCT 401(k)
  • EIN near Akasa, Inc. 401(k) Plan
  • RANK ind #345

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 Management of Enterprises retirement plans → · Plans in Washington →

Lakeside Capital Group Management, LLC 401(k) Plan in the asset neighbourhood

Lakeside Capital Group Management, LLC 401(k) PlanLakeside Capital Group Manag…$4MAkasa, Inc. 401(k) Plan$4MShelby Dental Care Center 401(k) PlanShelby Dental Care Center 40…$4MNwge 401(k) Plan$4MGare, Inc. 401(k) Profit Sharing PlanGare, Inc. 401(k) Profit Sha…$4M
End-of-year total assets ($M) among Lakeside Capital Group Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$568K
Employer EIN474663985
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside Capital Group Management, LLC)

Sponsor-wide plan assets over time

All Lakeside Capital Group Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 87.49967874931959% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.32M $8.1M ▲ +87.5%
Year Plans Participants Total Assets
2022 1 204 $4M
2023 1 218 $6M
2024 1 231 $8M

Nearby 401(k) Plans in Washington

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

Lakeside Capital Group Management, LLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Lakeside Capital Group Management, LLC 401(k) Plan, Total assets ($B): 0.004319057 · Participants: 204Lakeside Capital Group Management, LLC 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Lakeside Capital Group Management, LLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Lakeside Capital Group Management, LLC 401(k) Plan side-by-side with 3 peers →

Lakeside Capital Group Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Akasa, Inc. 401(k) Plan in CA ($4M); by covered participants it is Derry Medical Center 401(k) Plan in NH (204 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lakeside Capital Group Management, LLC 401(k) Plan assets move in 2022? ▼
Lakeside Capital Group Management, LLC 401(k) Plan grew sharply - up 15.1% during 2022, from $4M to $4M. Reported net income was $568K.
How have Lakeside Capital Group Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Capital Group Management, LLC's sponsor-wide assets grew 87.5%, from $4M to $8M.
Which 401(k) plans are similar in size to Lakeside Capital Group Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Akasa, Inc. 401(k) Plan in CA ($4M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Lakeside Capital Group Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (204 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474663985.

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.