Other · DOL Form 5500 · 2023

Susan Lake Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$350,679
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lake Farms Employee Profit Sharing Trust · Sponsored by Susan Lake · Montana · Agriculture, Forestry & Fishing

$1M in assets, 3 participants

Susan Lake's Lake Farms Employee Profit Sharing Trust reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #294 in Agriculture, Forestry & Fishing (1,288 peers)

Susan Lake multi-year trail

Susan Lake's plans moved +19.9% in assets from 2022 to 2024; this filing shows Lake Farms Employee Profit Sharing Trust at $1M / 3 participants.

#294
in Agriculture, Forestry & Fishing (1,288 peers)
+15.7%
assets growth YoY

Lake Farms Employee Profit Sharing Trust among the smaller filed plans by assets

Lake Farms Employee Profit Sharing Trust vs every filed plan by assets

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

$1,052,036 24th percentile higher than 24% 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

Lake Farms Employee Profit Sharing Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Farms Employee Profit Sharing Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Farms Employee Profit Sharing Trust reported net income rose from -$134K in the plan year 2022 filing to $142K in the plan year 2023 filing.
  • Lake Farms Employee Profit Sharing Trust end-of-year assets rose from $910K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810306029 · Susan Lake PY 2023 · Other

Lake Farms Employee Profit Sharing Trust · $1M · 3 · 24th

  • PART $1M
  • TYPE 3
  • NET 24th
  • BOOK Other
  • VS-ST near Gustav L. Hollstein, Inc. Retirement Plan
  • BOY ind #294

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Montana →

Lake Farms Employee Profit Sharing Trust in the asset neighbourhood

Lake Farms Employee Profit Sharing TrustLake Farms Employee Profit S…$1MGustav L. Hollstein, Inc. Retirement PlanGustav L. Hollstein, Inc. Re…$1MPresque Isle Housing Authority Retirement Savings PlanPresque Isle Housing Authori…$1MAscent Classical Academies 403b PlanAscent Classical Academies 4…$1MThe Kennedy Center, Inc. 403(b) Retirement PlanThe Kennedy Center, Inc. 403…$1M
End-of-year total assets ($M) among Lake Farms Employee Profit Sharing Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Susan Lake multi-year asset trail

Sponsor-wide plan assets over time

All Susan Lake plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.87721792169784% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.91M $1.09M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 3 $910K
2023 1 3 $1M
2024 1 4 $1M

Susan Lake filing trail (2023)

Total Assets (Beginning of Year)$910K
Net Assets (End of Year)$1M
Net Income$142K
Employer EIN810306029
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Montana

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

Lake Farms Employee Profit Sharing Trust vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Lake Farms Employee Profit Sharing Trust, Total assets ($M): 1.052036 · Participants: 3Lake Farms Employee Profit Sharing TrustBillings Clinic 403b Plan, Total assets ($M): 521.531364 · Participants: 3894Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 115.742755 · Participants: 1934St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 63.229266 · Participants: 2524Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 52.010896 · Participants: 311Carroll College 403(b) PlanRocky Mountain College Defined Contribution Retirement Plan, Total assets ($M): 30.155541 · Participants: 252Rocky Mountain College Defined Contribution Retirement Plan
Lake Farms Employee Profit Sharing Trust vs. nearby Other plans in Montana, assets vs. participants
Compare Lake Farms Employee Profit Sharing Trust side-by-side with 3 peers →

Lake Farms Employee Profit Sharing Trust's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Gustav L. Hollstein, Inc. Retirement Plan in NJ ($1M); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Lake Farms Employee Profit Sharing Trust assets move in 2023? ▼
Lake Farms Employee Profit Sharing Trust grew sharply - up 15.7% during 2023, from $910K to $1M. Reported net income was $142K.
How have Susan Lake plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Susan Lake's sponsor-wide assets grew 19.9%, from $910K to $1M.
Where does Lake Farms Employee Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Lake Farms Employee Profit Sharing Trust ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Lake Farms Employee Profit Sharing Trust? ▼
Among Other plans in other states, the closest by assets is Gustav L. Hollstein, Inc. Retirement Plan in NJ ($1M, 5 participants).
Which Other plans cover a similar participant headcount to Lake Farms Employee Profit Sharing Trust? ▼
Among Other plans in other states, the closest by covered participants is Single K in IL (3 participants, $311K 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 810306029.

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.