401(k) · DOL Form 5500 · 2023

Lakeshore Learning Materials, LLC 401(k) Plan

Data updated 2026-08-25

$163M
Total assets Near avg plan size
3,373
Participants Above avg headcount
94th
Percentile by assets National rank
$48,270
Avg per participant Low balance/head
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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.

  • #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.

#8,127
in Retail Trade (8,414 peers)
+28.7%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Lakeshore Learning Materials 401(k) Plan's outsized position 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 $2,050,000,000 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

Lakeshore Learning Materials 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeshore Learning Materials 401(k) Plan lands in the large band (3,373 participants).

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 →

Published 5500 schedule card

Filing strip 941525814 · Lakeshore Learning Materials, LLC PY 2023 · 401(k)

Lakeshore Learning Materials 401(k) Plan · $163M · 3,373 · 94th

  • VS-ST $163M
  • VS-ST 3,373
  • VS-ST 94th
  • VS-ST 401(k)
  • VS-ST near Frontgrade 401(k) Plan
  • VS-ST ind #8127

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 Retail Trade retirement plans → · Plans in California →

Lakeshore Learning Materials 401(k) Plan in the asset neighbourhood

G-III Apparel Group, Ltd. 401(k) PlanG-III Apparel Group, Ltd. 40…$163MLakeshore Learning Materials 401(k) PlanLakeshore Learning Materials…$163MFrontgrade 401(k) Plan$163MHood Container Corporation 401(k) Savings PlanHood Container Corporation 4…$163MLiuna National 401(k) Retirement Savings PlanLiuna National 401(k) Retire…$163M
End-of-year total assets ($M) among Lakeshore Learning Materials 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Lakeshore Learning Materials, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$200M 57.76852866753934% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $127M $200M ▲ +57.8%
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 ($B) Participants Lakeshore Learning Materials 401(k) Plan, Total assets ($B): 0.162813559 · Participants: 3373Lakeshore Learning Materials 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 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 →

Lakeshore Learning Materials 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Frontgrade 401(k) Plan in CO ($163M); by covered participants it is The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan in NY (3,374 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($163M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,373 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 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).
Which 401(k) plans cover a similar participant headcount to Lakeshore Learning Materials 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Lewis Tree Service Save Money and Reduce Taxes (Smart) Plan in NY (3,374 participants, $61M 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 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.