401(k) · DOL Form 5500 · 2023

Lake Shore Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
356
Participants Below avg headcount
78th
Percentile by assets National rank
$76,220
Avg per participant Below avg balance/head
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Official DOL plan name: Lake Shore Systems, Inc. 401(k) Plan · Sponsored by Lake Shore Systems, Inc. · Wisconsin · Manufacturing

$27M in assets, 356 participants

Lake Shore Systems, Inc.'s Lake Shore Systems, Inc. 401(k) Plan reported $27M in total assets and 356 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,934 in Manufacturing (18,722 peers)

Where Lake Shore Systems, Inc. 401(k) Plan sits by assets

Lake Shore Systems, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 356 participants (~$76,220/participant), up 16.8% in 2023.

#12,934
in Manufacturing (18,722 peers)
+16.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lake Shore Systems, Inc. 401(k) Plan's outsized position by total assets

Lake Shore Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$27,134,477 Top 22% higher than 78% 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

Lake Shore Systems, Inc. 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. Lake Shore Systems, Inc. 401(k) Plan sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Shore Systems, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lake Shore Systems, Inc. 401(k) Plan reported participants fell from 438 in the plan year 2022 filing to 356 in the plan year 2023 filing.
  • Lake Shore Systems, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 813537960 · Lake Shore Systems, Inc. PY 2023 · 401(k)

Lake Shore Systems, Inc. 401(k) Plan · $27M · 356 · 78th

  • EBSA $27M
  • EBSA 356
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Sambanova Systems, Inc. 401(k) Plan
  • EBSA ind #12934

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 Manufacturing retirement plans → · Plans in Wisconsin →

Lake Shore Systems, Inc. 401(k) Plan in the asset neighbourhood

Northgate Technologies, Inc. & Monaghan Medical Corp. Employee's Retirement & Savings PlanNorthgate Technologies, Inc.…$27MPremier Banks Retirement Plan$27MLake Shore Systems, Inc. 401(k) PlanLake Shore Systems, Inc. 401…$27MSambanova Systems, Inc. 401(k) PlanSambanova Systems, Inc. 401(…$27MSaes Getters 401(k) Plan$27M
End-of-year total assets ($M) among Lake Shore Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN813537960
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Shore Systems, Inc.)

Sponsor-wide plan assets over time

All Lake Shore Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $23.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 438 $23M
2023 1 356 $27M
2024 1 356 N/A

Nearby 401(k) Plans in Wisconsin

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

Lake Shore Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Lake Shore Systems, Inc. 401(k) Plan, Total assets ($B): 0.027134477 · Participants: 356Lake Shore Systems, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Lake Shore Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lake Shore Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Lake Shore Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sambanova Systems, Inc. 401(k) Plan in CA ($27M); by covered participants it is Winshape Foundation, Inc. 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (356 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 Lake Shore Systems, Inc. 401(k) Plan assets move in 2023? ▼
Lake Shore Systems, Inc. 401(k) Plan grew sharply - up 16.8% during 2023, from $23M to $27M. Reported net income was $4M.
Where does Lake Shore Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lake Shore Systems, Inc. 401(k) Plan ranks in the 78th 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 401(k) plans are similar in size to Lake Shore Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sambanova Systems, Inc. 401(k) Plan in CA ($27M, 505 participants).
Which 401(k) plans cover a similar participant headcount to Lake Shore Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winshape Foundation, Inc. 401(k) Plan in GA (356 participants, $32M 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 813537960.

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.