Profit Sharing · DOL Form 5500 · 2023
Lakeshore Legal Aid Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 229
- Participants Below avg headcount
- 32nd
- Percentile by assets National rank
- $9,929
- Avg per participant Low balance/head
Official DOL plan name: Lakeshore Legal Aid 403(b) Plan · Sponsored by Lakeshore Legal Aid · Michigan · Professional & Technical Services
$2M in assets, 229 participants
Lakeshore Legal Aid's Lakeshore Legal Aid 403(b) Plan reported $2M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,723 in Professional & Technical Services (20,321 peers)
Coverage in Michigan
Lakeshore Legal Aid 403(b) Plan covers 229 participants in Michigan, about 36% of the average Michigan filer (state average ~638 per filing). Assets: $2M.
- #5,723
- in Professional & Technical Services (20,321 peers)
- +46.0%
- assets growth YoY
Lakeshore Legal Aid 403(b) Plan among the smaller filed plans by assets
Lakeshore Legal Aid 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,273,787 32nd percentile higher than 32% 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
Lakeshore Legal Aid 403(b) 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. Lakeshore Legal Aid 403(b) Plan sits mid-pack in the medium band (229 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lakeshore Legal Aid 403(b) Plan reported net income rose from $51K in the plan year 2022 filing to $717K in the plan year 2023 filing.
- Lakeshore Legal Aid 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Lakeshore Legal Aid 403(b) Plan reported participants rose from 202 in the plan year 2022 filing to 229 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 381850908 · Lakeshore Legal Aid PY 2023 · Profit Sharing
Lakeshore Legal Aid 403(b) Plan · $2M · 229 · 32nd
- PART $2M
- PART 229
- PART 32nd
- PART Profit Sharing
- PART near Bsl Professional Services, Inc Retirement Plan
- PART ind #5723
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 Professional & Technical Services retirement plans → · Plans in Michigan →
Lakeshore Legal Aid 403(b) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $717K |
| Employer EIN | 381850908 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeshore Legal Aid)
Sponsor-wide plan assets over time
All Lakeshore Legal Aid plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 108.50361038068728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 202 | $2M |
| 2023 | 1 | 229 | $2M |
| 2024 | 1 | 242 | $3M |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.7B · 14,349
- Construction Industry Retirement Fund of Rockford $564M · 10,685
- Ohio Carpenters' Annuity Plan $410M · 9,314
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $288M · 1,404
- NECA-IBEW Memphis Retirement Plan $213M · 2,389
Lakeshore Legal Aid 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Bsl Professional Services, Inc Retirement Plan in AL ($2M); by covered participants it is Pepe Ganga Retirement Plan in PR (229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.
- Pepe Ganga Retirement Plan (PR) 229 · 0 off
- Allwell Behavioral Health Services Gain Sharing Plan (OH) 229 · 0 off
- AT&T Puerto Rico Retirement Savings Plan (TX) 228 · 1 off
- Emergycare Retirement Plan (PA) 231 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.