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
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
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.
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
Minnesota filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 411443915 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING 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
| 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.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
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).
- Exedy America 401(k) Plan (TN) $7M · 252
- Horizons 401(k) Plan (CT) $7M · 252
- Mies Construction, Inc. 401(k) Plan (KS) $7M · 85
- Arise Child & Family Service, Inc. Profit Sharing 401(k) Plan (NY) $7M · 516
Similar participant headcount
Nearest other-state filings by covered participants (252 participants); asset peers above are excluded.
- Tonoga, Inc. Profit Sharing/401(k) Plan (NY) 252 · 0 off
- Artesian 401(k) Retirement Plan (DE) 252 · 0 off
- Sparrows Offshore, LLC 401(k) Savings Plan (TX) 252 · 0 off
- Herman R Ewell Inc Profit Sharing & Savings Plan (PA) 252 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.