Profit Sharing · DOL Form 5500 · 2024

Lakeside Supply Company Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
17
Participants Small participant base
66th
Percentile by assets National rank
$954,957
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #3,632 in Wholesale Trade (6,080 peers)

2024 asset change

Lakeside Supply Company Profit Sharing Plan and Trust pulled back noticeably 8.1% in 2024 ($18M → $16M) for 17 participants.

#3,632
in Wholesale Trade (6,080 peers)
-8.1%
assets change YoY

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.

Lakeside Supply Company Profit Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Lakeside Supply Company Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,234,262 Top 34% higher than 66% of 123,620 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 2024

Lakeside Supply Company Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeside Supply Company Profit Sharing Plan and Trust is a small filing (17 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340763475 · Lakeside Supply Company PY 2024 · Profit Sharing

Lakeside Supply Company Profit Sharing Plan and Trust · $16M · 17 · 66th

  • BOY $16M
  • SCH 17
  • EBSA 66th
  • PART Profit Sharing
  • TYPE near Retirement Plan of Public Broadcasting of Colorado, Inc.
  • NET ind #3632

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 Wholesale Trade retirement plans → · Plans in Ohio →

Lakeside Supply Company Profit Sharing Plan and Trust in the asset neighbourhood

Fountain House 403(b) Retirement PlanFountain House 403(b) Retire…$16MWinslow Investments Limited, Inc. Profit Sharing PlanWinslow Investments Limited,…$16MLakeside Supply Company Profit Sharing Plan and TrustLakeside Supply Company Prof…$16MRetirement Plan of Public Broadcasting of Colorado, Inc.Retirement Plan of Public Br…$16MPindler & Pindler, Inc. Employees' Profit Sharing PlanPindler & Pindler, Inc. Empl…$16M
End-of-year total assets ($M) among Lakeside Supply Company Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Lakeside Supply Company years around the 2024 move

Sponsor-wide plan assets over time

All Lakeside Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 8.367523274070269% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M 202220232024 $17.7M $16.2M ▼ -8.4%
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 EIN340763475
Plan Effective Date1980-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Lakeside Supply Company Profit Sharing Plan and Trust, Total assets ($B): 0.016234262 · Participants: 17Lakeside Supply Company Profit Sharing Plan and TrustCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Lakeside Supply Company Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Lakeside Supply Company Profit Sharing Plan and Trust side-by-side with 3 peers →

Lakeside Supply Company Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Retirement Plan of Public Broadcasting of Colorado, Inc. in CO ($16M); by covered participants it is Bgo's Ventures Inc. Retirement Plan in PA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lakeside Supply Company Profit Sharing Plan and Trust assets move in 2024? ▼
Lakeside Supply Company Profit Sharing Plan and Trust pulled back noticeably - down 8.1% during 2024, from $18M to $16M. Reported net income was -$1M.
How have Lakeside Supply Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Supply Company's sponsor-wide assets declined 8.4%, from $18M to $16M.
Which Profit Sharing plans are similar in size to Lakeside Supply Company Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Retirement Plan of Public Broadcasting of Colorado, Inc. in CO ($16M, 181 participants).
Which Profit Sharing plans cover a similar participant headcount to Lakeside Supply Company Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bgo's Ventures Inc. Retirement Plan in PA (17 participants, $265K in assets).

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.