401(k) · DOL Form 5500 · 2023

Lakewinds Natural Foods 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
252
Participants Below avg headcount
51st
Percentile by assets National rank
$27,873
Avg per participant Low balance/head
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Official DOL plan name: Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust · Sponsored by Lakewinds Natural Foods · Minnesota · Retail Trade

$7M in assets, 252 participants

Lakewinds Natural Foods's Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust reported $7M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,157 in Retail Trade (8,414 peers)

Coverage in Minnesota

Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust covers 252 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.

#5,157
in Retail Trade (8,414 peers)
+25.1%
assets growth YoY

Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,023,885 Top 49% higher than 51% 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

Lakewinds Natural Foods 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. Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust reported net income rose from -$847K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust reported participants fell from 352 in the plan year 2022 filing to 252 in the plan year 2023 filing.
  • Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411443915 · Lakewinds Natural Foods PY 2023 · 401(k)

Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust · $7M · 252 · 51st

  • TYPE $7M
  • NET 252
  • BOOK 51st
  • VS-ST 401(k)
  • BOY near Exedy America 401(k) Plan
  • SCH ind #5157

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 Retail Trade retirement plans → · Plans in Minnesota →

Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust in the asset neighbourhood

Lakewinds Natural Foods 401(k)/Profit Sharing Plan and TrustLakewinds Natural Foods 401(…$7MExedy America 401(k) Plan$7MHorizons 401(k) Plan$7MMies Construction, Inc. 401(k) PlanMies Construction, Inc. 401(…$7MArise Child & Family Service, Inc. Profit Sharing 401(k) PlanArise Child & Family Service…$7M
End-of-year total assets ($M) among Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN411443915
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakewinds Natural Foods)

Sponsor-wide plan assets over time

All Lakewinds Natural Foods plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.907571531145464% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.62M $7.74M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 352 $6M
2023 1 252 $7M
2024 1 275 $8M

Nearby 401(k) Plans in Minnesota

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

Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust, Total assets ($B): 0.007023885 · Participants: 252Lakewinds Natural Foods 401(k)/Profit Sharing Plan and TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants

Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Exedy America 401(k) Plan in TN ($7M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust assets move in 2023?
Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust grew sharply - up 25.1% during 2023, from $6M to $7M. Reported net income was $1M.
How have Lakewinds Natural Foods plan assets changed over time?
Across 3 plan years on file (2022-2024), Lakewinds Natural Foods's sponsor-wide assets grew 37.9%, from $6M to $8M.
Which 401(k) plans are similar in size to Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Exedy America 401(k) Plan in TN ($7M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Lakewinds Natural Foods 401(k)/Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants, $29M in assets).