401(k) · DOL Form 5500 · 2023

Pine Lake Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
37th
Percentile by assets National rank
$359,741
Avg per participant High balance/head
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Official DOL plan name: Pine Lake Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Pine Lake Investments, Inc. · Connecticut · Professional & Technical Services

$3M in assets, 9 participants

Pine Lake Investments, Inc.'s Pine Lake Investments, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,861 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Pine Lake Investments, Inc. 401(k) Profit Sharing Plan holds $3M for 9 participants - about $359,741 per participant, in the lower half of filed plans by assets.

#6,861
in Professional & Technical Services (20,321 peers)
-7.3%
assets change YoY

The plan reported a net loss of $256K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pine Lake Investments, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pine Lake Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,237,672 37th percentile higher than 37% 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

Pine Lake Investments, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pine Lake Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pine Lake Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from $540K in the plan year 2022 filing to -$256K in the plan year 2023 filing.
  • Pine Lake Investments, Inc. 401(k) Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Pine Lake Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 371871170 · Pine Lake Investments, Inc. PY 2023 · 401(k)

Pine Lake Investments, Inc. 401(k) Profit Sharing Plan · $3M · 9 · 37th

  • EIN $3M
  • EIN 9
  • EIN 37th
  • EIN 401(k)
  • EIN near Electric Power Systems Inc. 401(k) Plan
  • EIN ind #6861

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Pine Lake Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Pine Lake Investments, Inc. 401(k) Profit Sharing PlanPine Lake Investments, Inc. …$3MElectric Power Systems Inc. 401(k) PlanElectric Power Systems Inc. …$3MNewbasis, LLC Savings and Retirement Plan and TrustNewbasis, LLC Savings and Re…$3MNittany Oil Company, Inc. 401(k) PlanNittany Oil Company, Inc. 40…$3MPilot Water Solutions LLC 401(k) Profit Sharing Plan & TrustPilot Water Solutions LLC 40…$3M
End-of-year total assets ($M) among Pine Lake Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$256K
Employer EIN371871170
Plan Effective Date2017-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pine Lake Investments, Inc.)

Sponsor-wide plan assets over time

All Pine Lake Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.190930992550319% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.49M $3.67M ▲ +5.2%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 9 $3M
2024 1 9 $4M

Nearby 401(k) Plans in Connecticut

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

Pine Lake Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Pine Lake Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003237672 · Participants: 9Pine Lake Investments, Inc. 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Pine Lake Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Pine Lake Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pine Lake Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Electric Power Systems Inc. 401(k) Plan in UT ($3M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Pine Lake Investments, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Pine Lake Investments, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 7.3% during 2023, from $3M to $3M. Reported net income was -$256K.
How have Pine Lake Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pine Lake Investments, Inc.'s sponsor-wide assets grew 5.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Pine Lake Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electric Power Systems Inc. 401(k) Plan in UT ($3M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Pine Lake Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 371871170.

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.