401(k) · DOL Form 5500 · 2023

Lakeshore Employment Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
280
Participants Below avg headcount
41st
Percentile by assets National rank
$14,751
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Lakeshore Employment Inc · Illinois · Real Estate

$4M in assets, 280 participants

Lakeshore Employment Inc's Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,873 in Real Estate (4,727 peers)

Coverage in Illinois

Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust covers 280 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#2,873
in Real Estate (4,727 peers)
+30.4%
assets growth YoY

Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Real Estate and all filers

Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,130,248 41st percentile higher than 41% 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

Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust 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. Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust reported net income rose from -$272K in the plan year 2022 filing to $963K in the plan year 2023 filing.
  • Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust reported participants rose from 274 in the plan year 2022 filing to 280 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364233394 · Lakeshore Employment Inc PY 2023 · 401(k)

Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust · $4M · 280 · 41st

  • VS-ST $4M
  • BOY 280
  • SCH 41st
  • EBSA 401(k)
  • PART near Gemini Solutions, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #2873

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 Real Estate retirement plans → · Plans in Illinois →

Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lakeshore Employment Inc 401(k) Profit Sharing Plan and TrustLakeshore Employment Inc 401…$4MGemini Solutions, Inc. 401(k) Profit Sharing PlanGemini Solutions, Inc. 401(k…$4MJames Rheim, M.D., Inc. 401(k) PlanJames Rheim, M.D., Inc. 401(…$4MClosup I Inc. Retirement Savings PlanClosup I Inc. Retirement Sav…$4MThe Rediform, Inc. 401(k) PlanThe Rediform, Inc. 401(k) Pl…$4M
End-of-year total assets ($M) among Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$963K
Employer EIN364233394
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeshore Employment Inc)

Sponsor-wide plan assets over time

All Lakeshore Employment Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 62.88656929683907% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.17M $5.16M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 274 $3M
2023 1 280 $4M
2024 1 437 $5M

Nearby 401(k) Plans in Illinois

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

Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004130248 · Participants: 280Lakeshore Employment Inc 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Gemini Solutions, Inc. 401(k) Profit Sharing Plan in TX ($4M); by covered participants it is Aafcpas, Inc 401(k) Savings Plan in MA (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust surged - up 30.4% during 2023, from $3M to $4M. Reported net income was $963K.
How have Lakeshore Employment Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeshore Employment Inc's sponsor-wide assets grew 62.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gemini Solutions, Inc. 401(k) Profit Sharing Plan in TX ($4M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Lakeshore Employment Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aafcpas, Inc 401(k) Savings Plan in MA (280 participants, $47M 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 364233394.

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.