401(k) · DOL Form 5500 · 2023

Lakeside Software, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
158
Participants Small participant base
58th
Percentile by assets National rank
$62,183
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeside Software 401(k) Plan · Sponsored by Lakeside Software, LLC · Massachusetts · Information & Media

$10M in assets, 158 participants

Lakeside Software, LLC's Lakeside Software 401(k) Plan reported $10M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,281 in Information & Media (2,818 peers)

Coverage in Massachusetts

Lakeside Software 401(k) Plan covers 158 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#1,281
in Information & Media (2,818 peers)
+57.2%
assets growth YoY

Lakeside Software 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Lakeside Software 401(k) Plan vs every filed plan by assets

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

$9,824,942 Top 42% higher than 58% 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

Lakeside Software 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. Lakeside Software 401(k) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeside Software 401(k) Plan reported net income rose from -$331K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lakeside Software 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Lakeside Software 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 383374036 · Lakeside Software, LLC PY 2023 · 401(k)

Lakeside Software 401(k) Plan · $10M · 158 · 58th

  • NET $10M
  • NET 158
  • NET 58th
  • NET 401(k)
  • NET near Paragon Technical, Inc. 401(k) Plan
  • NET ind #1281

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 Information & Media retirement plans → · Plans in Massachusetts →

Lakeside Software 401(k) Plan in the asset neighbourhood

Paragon Technical, Inc. 401(k) PlanParagon Technical, Inc. 401(…$10MJ.L. Wauford, Inc. 401(k) PlanJ.L. Wauford, Inc. 401(k) Pl…$10MLakeside Software 401(k) Plan$10MPrestressed Concrete Institute Defined Contribution PlanPrestressed Concrete Institu…$10MRealty Services Corp. 401(k) Benefit PlanRealty Services Corp. 401(k)…$10M
End-of-year total assets ($M) among Lakeside Software 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN383374036
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside Software, LLC)

Sponsor-wide plan assets over time

All Lakeside Software, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 110.34307478113791% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $6.25M $13.1M ▲ +110.2%
Year Plans Participants Total Assets
2022 1 139 $6M
2023 1 158 $10M
2024 1 165 $13M

Nearby 401(k) Plans in Massachusetts

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

Lakeside Software 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Lakeside Software 401(k) Plan, Total assets ($B): 0.009824942 · Participants: 158Lakeside Software 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Lakeside Software 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lakeside Software 401(k) Plan side-by-side with 3 peers →

Lakeside Software 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Paragon Technical, Inc. 401(k) Plan in CA ($10M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Lakeside Software 401(k) Plan assets move in 2023? ▼
Lakeside Software 401(k) Plan surged - up 57.2% during 2023, from $6M to $10M. Reported net income was $4M.
How have Lakeside Software, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Software, LLC's sponsor-wide assets grew 110.3%, from $6M to $13M.
Which 401(k) plans are similar in size to Lakeside Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paragon Technical, Inc. 401(k) Plan in CA ($10M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Lakeside Software 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants, $650K 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 383374036.

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.