Defined Benefit (Pension) · DOL Form 5500 · 2023

Lakeside Bank Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
124
Participants Small participant base
75th
Percentile by assets National rank
$183,672
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeside Bank Retirement Plan · Sponsored by Lakeside Bank · Illinois · Finance & Insurance

$23M in assets, 124 participants

Lakeside Bank's Lakeside Bank Retirement Plan reported $23M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,518 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Lakeside Bank Retirement Plan covers 124 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#5,518
in Finance & Insurance (8,869 peers)
+12.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Lakeside Bank Retirement Plan's outsized position by total assets

Lakeside Bank Retirement Plan vs every filed plan by assets

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

$22,775,317 Top 25% higher than 75% 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 Bank Retirement 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 Bank Retirement Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeside Bank Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lakeside Bank Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Lakeside Bank Retirement Plan reported participants rose from 122 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362583514 · Lakeside Bank PY 2023 · Defined Benefit (Pension)

Lakeside Bank Retirement Plan · $23M · 124 · 75th

  • PART $23M
  • PART 124
  • PART 75th
  • PART Defined Benefit (Pension)
  • PART near Group Pension Plan for Salaried Ees of Keystone Powdered Metal Co
  • PART ind #5518

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 Finance & Insurance retirement plans → · Plans in Illinois →

Lakeside Bank Retirement Plan in the asset neighbourhood

Lakeside Bank Retirement Plan$23MSouthern Minnesota Beet Sugar Cooperative Retirement Plan BSouthern Minnesota Beet Suga…$23MGroup Pension Plan for Salaried Ees of Keystone Powdered Metal CoGroup Pension Plan for Salar…$23MA O Smith Retirement Plan$23MLocal 840 I. B. of T. Pension FundLocal 840 I. B. of T. Pensio…$23M
End-of-year total assets ($M) among Lakeside Bank Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN362583514
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside Bank)

Sponsor-wide plan assets over time

All Lakeside Bank plans reported in each filing year

Latest sponsor-wide plan assets
$51M 34.73661338316775% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.2M $51.5M ▲ +34.7%
Year Plans Participants Total Assets
2022 2 287 $38M
2023 2 295 $45M
2024 2 295 $51M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lakeside Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Lakeside Bank Retirement Plan, Total assets ($B): 0.022775317 · Participants: 124Lakeside Bank Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Lakeside Bank Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Lakeside Bank Retirement Plan side-by-side with 3 peers →

Lakeside Bank Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Group Pension Plan for Salaried Ees of Keystone Powdered Metal Co in PA ($23M); by covered participants it is Orthocarolina Cash Balance Pension Plan in NC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Bank Retirement Plan assets move in 2023? ▼
Lakeside Bank Retirement Plan grew at a solid clip - up 12.3% during 2023, from $20M to $23M. Reported net income was $2M.
How have Lakeside Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Bank's sponsor-wide assets grew 34.7%, from $38M to $51M.
Where does Lakeside Bank Retirement Plan rank by assets among Form 5500 filers? ▼
Lakeside Bank Retirement Plan ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Lakeside Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Group Pension Plan for Salaried Ees of Keystone Powdered Metal Co in PA ($23M, 39 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lakeside Bank Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthocarolina Cash Balance Pension Plan in NC (124 participants, $31M 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 362583514.

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.