ESOP · DOL Form 5500 · 2023

Lakeview Professional Services, Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
36
Participants Small participant base
30th
Percentile by assets National rank
$55,471
Avg per participant Low balance/head
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Official DOL plan name: Lakeview Professional Services, Inc ESOP · Sponsored by Lakeview Professional Services, Inc · California · Professional & Technical Services

$2M in assets, 36 participants

Lakeview Professional Services, Inc's Lakeview Professional Services, Inc ESOP reported $2M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,364 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Lakeview Professional Services, Inc ESOP holds $2M for 36 participants - about $55,471 per participant, in the lower half of filed plans by assets.

#5,364
in Professional & Technical Services (20,321 peers)
-1.9%
assets change YoY

Lakeview Professional Services, Inc ESOP among the smaller filed plans by assets

Lakeview Professional Services, Inc ESOP vs every filed plan by assets

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

$1,996,955 30th percentile higher than 30% 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

Lakeview Professional Services, Inc ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Professional Services, Inc ESOP is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeview Professional Services, Inc ESOP reported net income fell from $392K in the plan year 2022 filing to $195K in the plan year 2023 filing.
  • Lakeview Professional Services, Inc ESOP end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953791313 · Lakeview Professional Services, Inc PY 2023 · ESOP

Lakeview Professional Services, Inc ESOP · $2M · 36 · 30th

  • TYPE $2M
  • NET 36
  • BOOK 30th
  • VS-ST ESOP
  • BOY near Miller-Newell Engineers, Inc. Employee Stock Ownership Plan
  • SCH ind #5364

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 What is an ESOP? → · Plans in California →

Lakeview Professional Services, Inc ESOP in the asset neighbourhood

Lakeview Professional Services, Inc ESOPLakeview Professional Servic…$2MMiller-Newell Engineers, Inc. Employee Stock Ownership PlanMiller-Newell Engineers, Inc…$2MModern Metals Foundry, Inc. Employee Stock Ownership Plan and TrustModern Metals Foundry, Inc. …$2MSandman & Associates Consulting, Inc Employee Stock Ownership PlanSandman & Associates Consult…$2MFuture Care Associates, Inc. Employee Stock Ownership PlanFuture Care Associates, Inc.…$2M
End-of-year total assets ($M) among Lakeview Professional Services, Inc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$195K
Employer EIN953791313
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Professional Services, Inc)

Sponsor-wide plan assets over time

All Lakeview Professional Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.8454034206279473% vs 2022
2024 filing year
$1.99M$2M$2.01M$2.02M$2.03M$2.04M 202220232024 $2.03M $2M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 36 $2M
2023 1 36 $2M
2024 1 36 $2M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lakeview Professional Services, Inc ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Lakeview Professional Services, Inc ESOP, Total assets ($B): 0.001996955 · Participants: 36Lakeview Professional Services, Inc ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Lakeview Professional Services, Inc ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Lakeview Professional Services, Inc ESOP side-by-side with 3 peers →

Lakeview Professional Services, Inc ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Miller-Newell Engineers, Inc. Employee Stock Ownership Plan in AR ($2M); by covered participants it is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Lakeview Professional Services, Inc ESOP assets move in 2023? ▼
Lakeview Professional Services, Inc ESOP edged down modestly - down 1.9% during 2023, from $2M to $2M. Reported net income was $195K.
How have Lakeview Professional Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Professional Services, Inc's sponsor-wide assets declined 1.8%, from $2M to $2M.
Which ESOP plans are similar in size to Lakeview Professional Services, Inc ESOP? ▼
Among ESOP plans in other states, the closest by assets is Miller-Newell Engineers, Inc. Employee Stock Ownership Plan in AR ($2M, 8 participants).
Which ESOP plans cover a similar participant headcount to Lakeview Professional Services, Inc ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants, $6M 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 953791313.

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.