Profit Sharing · DOL Form 5500 · 2024
Lakeside Supply Company Profit Sharing Plan
Data updated 2026-07-24
- $16M
- Total assets
- 17
- Participants
- 66th
- Percentile by assets
- $954,957
- Avg per participant
Official DOL plan name: Lakeside Supply Company Profit Sharing Plan and Trust · Sponsored by Lakeside Supply Company · Ohio · Wholesale Trade
$16M in assets, 17 participants
Lakeside Supply Company's Lakeside Supply Company Profit Sharing Plan and Trust reported $16M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 116,472 plans)
2024 asset change
Lakeside Supply Company Profit Sharing Plan and Trust pulled back noticeably 8.1% in 2024 ($18M → $16M) for 17 participants.
- $16M
- total plan assets (2024 EOY)
- 17
- covered participants
- 66th
- percentile by assets (of 116,472 plans)
- $954,957
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lakeside Supply Company Profit Sharing Plan and Trust reported net income fell from -$46K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Lakeside Supply Company Profit Sharing Plan and Trust reported participants rose from 15 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- Lakeside Supply Company Profit Sharing Plan and Trust end-of-year assets fell from $18M in the plan year 2023 filing to $16M in the plan year 2024 filing.
2024 asset move for Lakeside Supply Company Profit Sharing Plan and Trust
Year over year, total assets pulled back noticeably from $18M at the start of 2024 to $16M at year-end (down 8.1%). Net assets closed at $16M; reported net income -$1M.
Lakeside Supply Company years around the 2024 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $18M |
| 2023 | 1 | 15 | $18M |
| 2024 | 1 | 17 | $16M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$1M |
| Employer EIN | 340763475 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Lakeside Supply Company Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lakeside Supply Company Profit Sharing Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Lakeside Supply Company Profit Sharing Plan and Trust assets move in 2024? ▼
How have Lakeside Supply Company plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Lakeside Supply Company Profit Sharing Plan and Trust? ▼
Next read for Lakeside Supply Company Profit Sharing P…
2024 change
Ways to act on Lakeside Supply Company Profit Sharing Plan and Trust's numbers.
- By total assets, Lakeside Supply Company Profit Sharing Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Lakeside Supply Company's sponsor-wide assets have declined 8.4% since 2022 across 3 plan years on file. More Wholesale Trade plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340763475.
Read our methodology - how this data is sourced, computed, and verified.