401(k) · DOL Form 5500 · 2023
Lakeway Publishers, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 191
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $17,223
- Avg per participant Low balance/head
Official DOL plan name: Lakeway Publishers, Inc. 401(k) Retirement Plan · Sponsored by Lakeway Publishers, Inc. · Tennessee · Information & Media
$3M in assets, 191 participants
Lakeway Publishers, Inc.'s Lakeway Publishers, Inc. 401(k) Retirement Plan reported $3M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #602 in Information & Media (2,818 peers)
Coverage in Tennessee
Lakeway Publishers, Inc. 401(k) Retirement Plan covers 191 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $3M.
- #602
- in Information & Media (2,818 peers)
- -7.3%
- assets change YoY
The plan reported a net loss of $257K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lakeway Publishers, Inc. 401(k) Retirement Plan's mid-pack asset rank among Information & Media and all filers
Lakeway Publishers, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,289,651 37th percentile higher than 37% 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
Lakeway Publishers, Inc. 401(k) 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. Lakeway Publishers, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lakeway Publishers, Inc. 401(k) Retirement Plan reported net income rose from -$846K in the plan year 2022 filing to -$257K in the plan year 2023 filing.
- Lakeway Publishers, Inc. 401(k) Retirement Plan reported participants fell from 299 in the plan year 2022 filing to 191 in the plan year 2023 filing.
- Lakeway Publishers, Inc. 401(k) Retirement Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 620754964 · Lakeway Publishers, Inc. PY 2023 · 401(k)
Lakeway Publishers, Inc. 401(k) Retirement Plan · $3M · 191 · 37th
- EIN $3M
- RANK 191
- PHOTO 37th
- IND 401(k)
- EOY near Machine Building Specialties, Inc. Retirement Trust
- 5500 ind #602
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 Information & Media retirement plans → · Plans in Tennessee →
Lakeway Publishers, Inc. 401(k) Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$257K |
| Employer EIN | 620754964 |
| Plan Effective Date | 1987-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeway Publishers, Inc.)
Sponsor-wide plan assets over time
All Lakeway Publishers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 9.744407639605665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299 | $4M |
| 2023 | 1 | 191 | $3M |
| 2024 | 1 | 167 | $3M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Lakeway Publishers, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Machine Building Specialties, Inc. Retirement Trust in CA ($3M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Cwb Holdings, Inc. 401(k) Plan (CO) 191 · 0 off
- Palomar Holdings, Inc. 401(k) Plan (CA) 191 · 0 off
- Johanson Dielectrics, Inc. 401(k) Retirement Plan (CA) 191 · 0 off
- Guaranty Service Group 401(k) Savings Plan (WI) 191 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.