Other · DOL Form 5500 · 2023

Lakeside School Retirement Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
239
Participants Below avg headcount
91st
Percentile by assets National rank
$396,718
Avg per participant High balance/head
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Official DOL plan name: Lakeside School Defined Contribution Retirement Plan · Sponsored by Lakeside School · Washington · Educational Services

$95M in assets, 239 participants

Lakeside School's Lakeside School Defined Contribution Retirement Plan reported $95M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,142 in Educational Services (3,735 peers)

Coverage in Washington

Lakeside School Defined Contribution Retirement Plan covers 239 participants in Washington, about 16% of the average Washington filer (state average ~1,476 per filing). Assets: $95M.

#3,142
in Educational Services (3,735 peers)
+13.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Lakeside School Defined Contribution Retirement Plan's outsized position by total assets

Lakeside School Defined Contribution Retirement Plan vs every filed plan by assets

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

$94,815,483 Top 9% higher than 91% 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 School Defined Contribution Retirement 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. Lakeside School Defined Contribution Retirement Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeside School Defined Contribution Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Lakeside School Defined Contribution Retirement Plan end-of-year assets rose from $84M in the plan year 2022 filing to $95M in the plan year 2023 filing.
  • Lakeside School Defined Contribution Retirement Plan reported participants rose from 223 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910564971 · Lakeside School PY 2023 · Other

Lakeside School Defined Contribution Retirement Plan · $95M · 239 · 91st

  • PHOTO $95M
  • IND 239
  • EOY 91st
  • 5500 Other
  • ASSETS near Bricklayers Union Local #1 of Missouri Supplemental Pension Plan
  • PCT ind #3142

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 Educational Services retirement plans → · Plans in Washington →

Lakeside School Defined Contribution Retirement Plan in the asset neighbourhood

Poly Prep Country Day School Defined Contribution PlanPoly Prep Country Day School…$95MBricklayers Union Local #1 of Missouri Supplemental Pension PlanBricklayers Union Local #1 o…$95MLakeside School Defined Contribution Retirement PlanLakeside School Defined Cont…$95MSt. Francis College Retirement PlanSt. Francis College Retireme…$95MHendrix College Defined Contribution Retirement PlanHendrix College Defined Cont…$95M
End-of-year total assets ($M) among Lakeside School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$95M
Net Income$11M
Employer EIN910564971
Plan Effective Date1944-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside School)

Sponsor-wide plan assets over time

All Lakeside School plans reported in each filing year

Latest sponsor-wide plan assets
$103M 22.650149803414717% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $83.8M $103M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 223 $84M
2023 1 239 $95M
2024 1 243 $103M

Nearby Other Plans in Washington

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

Lakeside School Defined Contribution Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Lakeside School Defined Contribution Retirement Plan, Total assets ($B): 0.094815483 · Participants: 239Lakeside School Defined Contribution Retirement PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Lakeside School Defined Contribution Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Lakeside School Defined Contribution Retirement Plan side-by-side with 3 peers →

Lakeside School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Bricklayers Union Local #1 of Missouri Supplemental Pension Plan in MO ($95M); by covered participants it is Lycee International De Los Angeles 403(b) Plan in CA (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 School Defined Contribution Retirement Plan assets move in 2023? ▼
Lakeside School Defined Contribution Retirement Plan grew at a solid clip - up 13.2% during 2023, from $84M to $95M. Reported net income was $11M.
How have Lakeside School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside School's sponsor-wide assets grew 22.7%, from $84M to $103M.
Where does Lakeside School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Lakeside School Defined Contribution Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Lakeside School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bricklayers Union Local #1 of Missouri Supplemental Pension Plan in MO ($95M, 1,089 participants).
Which Other plans cover a similar participant headcount to Lakeside School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lycee International De Los Angeles 403(b) Plan in CA (239 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 910564971.

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.