401(k) · DOL Form 5500 · 2023

Lakeside Capital Group Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
218
Participants Below avg headcount
49th
Percentile by assets National rank
$28,708
Avg per participant Low balance/head
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Official DOL plan name: Lakeside Capital Group Management, LLC 401(k) Plan · Sponsored by Lakeside Capital Group Management, LLC · Idaho · Management of Enterprises

$6M in assets, 218 participants

Lakeside Capital Group Management, LLC's Lakeside Capital Group Management, LLC 401(k) Plan reported $6M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #330 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Lakeside Capital Group Management, LLC 401(k) Plan ranks #330 of 1,137 2023 filers by assets (5681% of the sector average)-$6M for 218 participants.

#330
in Management of Enterprises (1,137 peers)
+44.9%
assets growth YoY

Lakeside Capital Group Management, LLC 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Lakeside Capital Group Management, LLC 401(k) Plan vs every filed plan by assets

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

$6,258,451 49th percentile higher than 49% 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 Capital Group Management, LLC 401(k) 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 Capital Group Management, LLC 401(k) Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeside Capital Group Management, LLC 401(k) Plan reported net income rose from $568K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lakeside Capital Group Management, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lakeside Capital Group Management, LLC 401(k) Plan reported participants rose from 204 in the plan year 2022 filing to 218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 474663985 · Lakeside Capital Group Management, LLC PY 2023 · 401(k)

Lakeside Capital Group Management, LLC 401(k) Plan · $6M · 218 · 49th

  • PART $6M
  • PART 218
  • PART 49th
  • PART 401(k)
  • PART near Amend Consulting LLC 401(k) Plan
  • PART ind #330

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 Management of Enterprises retirement plans → · Plans in Idaho →

Lakeside Capital Group Management, LLC 401(k) Plan in the asset neighbourhood

Lakeside Capital Group Management, LLC 401(k) PlanLakeside Capital Group Manag…$6MAmend Consulting LLC 401(k) PlanAmend Consulting LLC 401(k) …$6MGlobal Affiliates Union 401(k) PlanGlobal Affiliates Union 401(…$6MAvionos, LLC 401(k) Plan$6MMcleod Piggly Wiggly 401(k) PlanMcleod Piggly Wiggly 401(k) …$6M
End-of-year total assets ($M) among Lakeside Capital Group Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN474663985
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside Capital Group Management, LLC)

Sponsor-wide plan assets over time

All Lakeside Capital Group Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 87.49967874931959% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.32M $8.1M ▲ +87.5%
Year Plans Participants Total Assets
2022 1 204 $4M
2023 1 218 $6M
2024 1 231 $8M

Nearby 401(k) Plans in Idaho

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

Lakeside Capital Group Management, LLC 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Lakeside Capital Group Management, LLC 401(k) Plan, Total assets ($B): 0.006258451 · Participants: 218Lakeside Capital Group Management, LLC 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Lakeside Capital Group Management, LLC 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Lakeside Capital Group Management, LLC 401(k) Plan side-by-side with 3 peers →

Lakeside Capital Group Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Amend Consulting LLC 401(k) Plan in OH ($6M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Capital Group Management, LLC 401(k) Plan assets move in 2023? ▼
Lakeside Capital Group Management, LLC 401(k) Plan surged - up 44.9% during 2023, from $4M to $6M. Reported net income was $2M.
How have Lakeside Capital Group Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Capital Group Management, LLC's sponsor-wide assets grew 87.5%, from $4M to $8M.
Which 401(k) plans are similar in size to Lakeside Capital Group Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amend Consulting LLC 401(k) Plan in OH ($6M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Lakeside Capital Group Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants, $3M 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 474663985.

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.