Defined Benefit (Pension) · DOL Form 5500 · 2023
Lakeside Country Club Pension Plan
Data updated 2026-08-11
- $11K
- Total assets
- 31
- Participants
- 2nd
- Percentile by assets
- $350
- Avg per participant
Official DOL plan name: Lakeside Country Club Pension Plan · Sponsored by Lakeside Country Club · Texas · Arts, Entertainment & Recreation
$11K in assets, 31 participants
Lakeside Country Club's Lakeside Country Club Pension Plan reported $11K in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.
- 2nd percentile by assets (of 127,072 plans)
- #121 in Arts, Entertainment & Recreation (2,945 peers)
Lakeside Country Club multi-year trail
Lakeside Country Club's plans moved -38.7% in assets from 2022 to 2024; this filing shows Lakeside Country Club Pension Plan at $11K / 31 participants.
- $11K
- total plan assets (2023 EOY)
- 31
- covered participants
- 2nd
- percentile by assets (of 127,072 plans)
- $350
- avg assets per participant
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Lakeside Country Club Pension Plan sits by total assets
Lakeside Country Club Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,846 2nd percentile higher than 2% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lakeside Country Club Pension Plan reported net income fell from -$753K in the plan year 2022 filing to -$6M in the plan year 2023 filing.
- Lakeside Country Club Pension Plan end-of-year assets fell from $6M in the plan year 2022 filing to $11K in the plan year 2023 filing.
- Lakeside Country Club Pension Plan reported participants fell from 32 in the plan year 2022 filing to 31 in the plan year 2023 filing.
Lakeside Country Club across 3 plan years on file
Across the 3 plan years Lakeside Country Club has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $6M, a decline of 38.7%, while reported participants moved from 196 to 180 (-8.2%). Peak year by sponsor assets: 2022 ($10M); trough: 2023 ($5M).
Lakeside Country Club multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 196 | $10M |
| 2023 | 2 | 206 | $5M |
| 2024 | 1 | 180 | $6M |
Lakeside Country Club filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $11K |
| Net Income | -$6M |
| Employer EIN | 741170526 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Lakeside Country Club Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- AT&T Pension Benefit Plan $30.0B · 107,859
- Shell Pension Plan $15.1B · 12,215
- Exxonmobil Pension Plan $12.0B · 22,551
- Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
- Bp Retirement Accumulation Plan $5.5B · 9,360
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Lakeside Country Club Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Lakeside Country Club Pension Plan assets move in 2023? ▼
How have Lakeside Country Club plan assets changed over time? ▼
Where does Lakeside Country Club Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Lakeside Country Club Pension Plan? ▼
Next read for Lakeside Country Club Pension Plan
Multi-year trail
Ways to act on Lakeside Country Club Pension Plan's numbers.
- By total assets, Lakeside Country Club Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Lakeside Country Club's sponsor-wide assets have declined 38.7% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans