401(k) · DOL Form 5500 · 2023

Lakeshore Learning Materials, LLC 401(k) Plan

Data updated 2026-08-11

$163M
Total assets
3,373
Participants
94th
Percentile by assets
$48,270
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Lakeshore Learning Materials 401(k) Plan · Sponsored by Lakeshore Learning Materials, LLC · California · Retail Trade

$163M in assets, 3,373 participants

Lakeshore Learning Materials, LLC's Lakeshore Learning Materials 401(k) Plan reported $163M in total assets and 3,373 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #8,127 in Retail Trade (8,414 peers)

Coverage in California

Lakeshore Learning Materials 401(k) Plan covers 3,373 participants in California, 5.4x the typical California plan (state average ~630 per filing). Assets: $163M.

$163M
total plan assets (2023 EOY)
3,373
covered participants
94th
percentile by assets (of 127,072 plans)
$48,270
avg assets per participant

Where Lakeshore Learning Materials 401(k) Plan sits by total assets

Lakeshore Learning Materials 401(k) Plan vs every filed plan by assets

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

$162,813,559 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeshore Learning Materials 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Lakeshore Learning Materials 401(k) Plan end-of-year assets rose from $127M in the plan year 2022 filing to $163M in the plan year 2023 filing.
  • Lakeshore Learning Materials 401(k) Plan reported participants rose from 2,777 in the plan year 2022 filing to 3,373 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Retail Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Lakeshore Learning Materials 401(k) Plan reports 3,373 participants - 5.4x that state average ($163M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$163M
Net Income$37M
Employer EIN941525814
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeshore Learning Materials, LLC)

$100M$150M$200M$250M 202220232024 $127M $200M ▲ +57.8%
Total plan assets by year, all Lakeshore Learning Materials, LLC plans on file
Year Plans Participants Total Assets
2022 1 2,777 $127M
2023 1 3,373 $163M
2024 1 4,141 $200M

Nearby 401(k) Plans in California

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

Lakeshore Learning Materials 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lakeshore Learning M…, Total assets ($B): 0.162813559 · Participants: 3373Lakeshore Learning M…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lakeshore Learning Materials 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lakeshore Learning Materials 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lakeshore Learning Materials 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Lakeshore Learning Materials 401(k) Plan assets move in 2023? ▼
Lakeshore Learning Materials 401(k) Plan grew sharply - up 28.7% during 2023, from $127M to $163M. Reported net income was $37M.
How have Lakeshore Learning Materials, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeshore Learning Materials, LLC's sponsor-wide assets grew 57.8%, from $127M to $200M.
Where does Lakeshore Learning Materials 401(k) Plan rank by assets among Form 5500 filers? ▼
Lakeshore Learning Materials 401(k) Plan ranks in the 94th 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 401(k) plans are similar in size to Lakeshore Learning Materials 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frontgrade 401(k) Plan in CO ($163M, 1,019 participants).

Next read for Lakeshore Learning Materials 401(k) Plan

Filing takeaways

Ways to act on Lakeshore Learning Materials 401(k) Plan's numbers.

  • By total assets, Lakeshore Learning Materials 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Lakeshore Learning Materials, LLC's sponsor-wide assets have grown 57.8% since 2022 across 3 plan years on file. More Retail Trade plans

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 941525814.

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.