401(k) · DOL Form 5500 · 2023

Lake State Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$293,210
Avg per participant High balance/head
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Official DOL plan name: Lake State Ventures, Inc. Retirement Plan · Sponsored by Lake State Ventures, Inc. · Michigan · Administrative & Support Services

$1M in assets, 4 participants

Lake State Ventures, Inc.'s Lake State Ventures, Inc. Retirement Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,127 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Lake State Ventures, Inc. Retirement Plan ranks #2,127 of 4,372 2023 filers by assets (2460% of the sector average)-$1M for 4 participants.

#2,127
in Administrative & Support Services (4,372 peers)
+118.0%
assets growth YoY

Lake State Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Lake State Ventures, Inc. Retirement Plan vs every filed plan by assets

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

$1,172,839 25th percentile higher than 25% 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 State Ventures, Inc. Retirement 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. Lake State Ventures, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake State Ventures, Inc. Retirement Plan reported net income rose from $242K in the plan year 2022 filing to $635K in the plan year 2023 filing.
  • Lake State Ventures, Inc. Retirement Plan end-of-year assets rose from $538K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 851992587 · Lake State Ventures, Inc. PY 2023 · 401(k)

Lake State Ventures, Inc. Retirement Plan · $1M · 4 · 25th

  • NET $1M
  • NET 4
  • NET 25th
  • NET 401(k)
  • NET near Miller Kory Rowe, LLP 401(k) Plan
  • NET ind #2127

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 Administrative & Support Services retirement plans → · Plans in Michigan →

Lake State Ventures, Inc. Retirement Plan in the asset neighbourhood

Lake State Ventures, Inc. Retirement PlanLake State Ventures, Inc. Re…$1MMiller Kory Rowe, LLP 401(k) PlanMiller Kory Rowe, LLP 401(k)…$1MThe William Everett Group, Inc. 401(k) PlanThe William Everett Group, I…$1MClay W. Balyeat Co., L.P.a. Profit Sharing PlanClay W. Balyeat Co., L.P.a. …$1MKincade Farms Inc. Retirement PlanKincade Farms Inc. Retiremen…$1M
End-of-year total assets ($M) among Lake State Ventures, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$538K
Net Assets (End of Year)$1M
Net Income$635K
Employer EIN851992587
Plan Effective Date2020-07-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake State Ventures, Inc.)

Sponsor-wide plan assets over time

All Lake State Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 212.36305653175043% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.54M $1.68M ▲ +211.1%
Year Plans Participants Total Assets
2022 1 4 $538K
2023 1 4 $1M
2024 1 7 $2M

Nearby 401(k) Plans in Michigan

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

Lake State Ventures, Inc. Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Lake State Ventures, Inc. Retirement Plan, Total assets ($B): 0.001172839 · Participants: 4Lake State Ventures, Inc. Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lake State Ventures, Inc. Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Lake State Ventures, Inc. Retirement Plan side-by-side with 3 peers →

Lake State Ventures, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Miller Kory Rowe, LLP 401(k) Plan in AZ ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 State Ventures, Inc. Retirement Plan assets move in 2023? ▼
Lake State Ventures, Inc. Retirement Plan surged - up 118.0% during 2023, from $538K to $1M. Reported net income was $635K.
How have Lake State Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake State Ventures, Inc.'s sponsor-wide assets grew 212.4%, from $538K to $2M.
Where does Lake State Ventures, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lake State Ventures, Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Lake State Ventures, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miller Kory Rowe, LLP 401(k) Plan in AZ ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Lake State Ventures, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 851992587.

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.