401(k) · DOL Form 5500 · 2023
Western Michigan Lakeshore Holdings, Ltd. 401(k) Plan
Data updated 2026-08-25
- $846K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $211,614
- Avg per participant Above avg balance/head
Official DOL plan name: Western Michigan Lakeshore Holdings Retirement Plan · Sponsored by Western Michigan Lakeshore Holdings, Ltd. · Michigan · Professional & Technical Services
$846K in assets, 4 participants
Western Michigan Lakeshore Holdings, Ltd.'s Western Michigan Lakeshore Holdings Retirement Plan reported $846K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,513 in Professional & Technical Services (20,321 peers)
Western Michigan Lakeshore Holdings, Ltd. multi-year trail
Western Michigan Lakeshore Holdings, Ltd.'s plans moved +21.4% in assets from 2022 to 2024; this filing shows Western Michigan Lakeshore Holdings Retirement Plan at $846K / 4 participants.
- #3,513
- in Professional & Technical Services (20,321 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Western Michigan Lakeshore Holdings Retirement Plan among the smaller filed plans by assets
Western Michigan Lakeshore Holdings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$846,456 22nd percentile higher than 22% 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
Western Michigan Lakeshore Holdings Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Michigan Lakeshore Holdings Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Western Michigan Lakeshore Holdings Retirement Plan reported net income fell from $291K in the plan year 2022 filing to -$40K in the plan year 2023 filing.
- Western Michigan Lakeshore Holdings Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Western Michigan Lakeshore Holdings Retirement Plan end-of-year assets fell from $887K in the plan year 2022 filing to $846K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 460864655 · Western Michigan Lakeshore Holdings, Ltd. PY 2023 · 401(k)
Western Michigan Lakeshore Holdings Retirement Plan · $846K · 4 · 22nd
- 5500 $846K
- ASSETS 4
- PCT 22nd
- EIN 401(k)
- RANK near Biella LLC 401(k) Profit Sharing Plan & Trust
- PHOTO ind #3513
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 →
Western Michigan Lakeshore Holdings Retirement Plan in the asset neighbourhood
Western Michigan Lakeshore Holdings, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Western Michigan Lakeshore Holdings, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 21.38430730512671% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $887K |
| 2023 | 1 | 4 | $846K |
| 2024 | 1 | 4 | $1M |
Western Michigan Lakeshore Holdings, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $887K |
|---|---|
| Net Assets (End of Year) | $846K |
| Net Income | -$40K |
| Employer EIN | 460864655 |
| Plan Effective Date | 2012-08-27 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Western Michigan Lakeshore Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Biella LLC 401(k) Profit Sharing Plan & Trust in OR ($846K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($846K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.