401(k) · DOL Form 5500 · 2023

Lake Shore III Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
85
Participants Small participant base
48th
Percentile by assets National rank
$70,543
Avg per participant Below avg balance/head
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Official DOL plan name: Lake Shore 401(k) Profit Sharing Plan · Sponsored by Lake Shore III Corporation · Wisconsin · Finance & Insurance

$6M in assets, 85 participants

Lake Shore III Corporation's Lake Shore 401(k) Profit Sharing Plan reported $6M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,042 in Finance & Insurance (8,869 peers)

Lake Shore III Corporation multi-year trail

Lake Shore III Corporation's plans moved +44.0% in assets from 2022 to 2024; this filing shows Lake Shore 401(k) Profit Sharing Plan at $6M / 85 participants.

#3,042
in Finance & Insurance (8,869 peers)
+28.1%
assets growth YoY

Lake Shore 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Lake Shore 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,996,143 48th percentile higher than 48% 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 Shore 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Shore 401(k) Profit Sharing Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Shore 401(k) Profit Sharing Plan reported net income rose from -$396K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lake Shore 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lake Shore 401(k) Profit Sharing Plan reported participants rose from 82 in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364712785 · Lake Shore III Corporation PY 2023 · 401(k)

Lake Shore 401(k) Profit Sharing Plan · $6M · 85 · 48th

  • PCT $6M
  • EIN 85
  • RANK 48th
  • PHOTO 401(k)
  • IND near Sound Window & Door, Inc.401(k) Profit Sharing Plan & Trust
  • EOY ind #3042

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Lake Shore 401(k) Profit Sharing Plan in the asset neighbourhood

Lake Shore 401(k) Profit Sharing PlanLake Shore 401(k) Profit Sha…$6MSound Window & Door, Inc.401(k) Profit Sharing Plan & TrustSound Window & Door, Inc.401…$6MSharp Transit, LLC Employees 401(k) Retirement PlanSharp Transit, LLC Employees…$6MEcommunications, Inc. Dba Everex Communications, Inc. Profit Sharing / 401(k) PlanEcommunications, Inc. Dba Ev…$6MWelfare & Pension Administration Service, Inc. 401(k) Plan forWelfare & Pension Administra…$6M
End-of-year total assets ($M) among Lake Shore 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lake Shore III Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Lake Shore III Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.98053044388878% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.68M $6.74M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 82 $5M
2023 1 85 $6M
2024 1 85 $7M

Lake Shore III Corporation filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN364712785
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Lake Shore 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Lake Shore 401(k) Profit Sharing Plan, Total assets ($B): 0.005996143 · Participants: 85Lake Shore 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Lake Shore 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lake Shore 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lake Shore 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sound Window & Door, Inc.401(k) Profit Sharing Plan & Trust in WA ($6M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Shore 401(k) Profit Sharing Plan assets move in 2023? ▼
Lake Shore 401(k) Profit Sharing Plan grew sharply - up 28.1% during 2023, from $5M to $6M. Reported net income was $1M.
How have Lake Shore III Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Shore III Corporation's sponsor-wide assets grew 44.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Lake Shore 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sound Window & Door, Inc.401(k) Profit Sharing Plan & Trust in WA ($6M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Lake Shore 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M 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 364712785.

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.