401(k) · DOL Form 5500 · 2023

Lakeview Farms Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
605
Participants Below avg headcount
76th
Percentile by assets National rank
$39,304
Avg per participant Low balance/head
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Official DOL plan name: Lakeview Farms, LLC 401(k) Plan · Sponsored by Lakeview Farms Holdings, Inc. · Ohio · Manufacturing

$24M in assets, 605 participants

Lakeview Farms Holdings, Inc.'s Lakeview Farms, LLC 401(k) Plan reported $24M in total assets and 605 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,425 in Manufacturing (18,722 peers)

Where Lakeview Farms, LLC 401(k) Plan sits by assets

Lakeview Farms, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 605 participants (~$39,304/participant), up 11.8% in 2023.

#12,425
in Manufacturing (18,722 peers)
+11.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Lakeview Farms, LLC 401(k) Plan's outsized position by total assets

Lakeview Farms, LLC 401(k) Plan vs every filed plan by assets

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

$23,779,041 Top 24% higher than 76% 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

Lakeview Farms, 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. Lakeview Farms, LLC 401(k) Plan sits mid-pack in the medium band (605 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeview Farms, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lakeview Farms, LLC 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 452870019 · Lakeview Farms Holdings, Inc. PY 2023 · 401(k)

Lakeview Farms, LLC 401(k) Plan · $24M · 605 · 76th

  • 5500 $24M
  • ASSETS 605
  • PCT 76th
  • EIN 401(k)
  • RANK near Rockland Federal Credit Union 401(k) Profit Sharing Plan
  • PHOTO ind #12425

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 Manufacturing retirement plans → · Plans in Ohio →

Lakeview Farms, LLC 401(k) Plan in the asset neighbourhood

Lakeview Farms, LLC 401(k) PlanLakeview Farms, LLC 401(k) P…$24MRockland Federal Credit Union 401(k) Profit Sharing PlanRockland Federal Credit Unio…$24MPartners Bank 401(k) Savings PlanPartners Bank 401(k) Savings…$24MNew England Authentic Eats 401(k) PlanNew England Authentic Eats 4…$24MThe Vantage Group Retirement PlanThe Vantage Group Retirement…$24M
End-of-year total assets ($M) among Lakeview Farms, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN452870019
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Farms Holdings, Inc.)

Sponsor-wide plan assets over time

All Lakeview Farms Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 26.704567767960192% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.3M $26.9M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 603 $21M
2023 1 605 $24M
2024 1 686 $27M

Nearby 401(k) Plans in Ohio

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

Lakeview Farms, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Lakeview Farms, LLC 401(k) Plan, Total assets ($B): 0.023779041 · Participants: 605Lakeview Farms, LLC 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Lakeview Farms, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Lakeview Farms, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Rockland Federal Credit Union 401(k) Profit Sharing Plan in MA ($24M); by covered participants it is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (605 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 Lakeview Farms, LLC 401(k) Plan assets move in 2023?
Lakeview Farms, LLC 401(k) Plan grew at a solid clip - up 11.8% during 2023, from $21M to $24M. Reported net income was $3M.
How have Lakeview Farms Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lakeview Farms Holdings, Inc.'s sponsor-wide assets grew 26.7%, from $21M to $27M.
Where does Lakeview Farms, LLC 401(k) Plan rank by assets among Form 5500 filers?
Lakeview Farms, LLC 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lakeview Farms, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rockland Federal Credit Union 401(k) Profit Sharing Plan in MA ($24M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Farms, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants, $17M in assets).