Defined Benefit (Pension) · DOL Form 5500 · 2023

Oldenburg Group Incorporated Pension Plan

Data updated 2026-08-25

$312K
Total assets Small plan by assets: N/A
Participants Small participant base: 14th
Percentile by assets National rank

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Official DOL plan name: Lake Shore, Inc. Truck Drivers Pension Plan · Sponsored by Oldenburg Group Incorporated · Wisconsin · Manufacturing

$312K in assets, N/A participants

Oldenburg Group Incorporated's Lake Shore, Inc. Truck Drivers Pension Plan reported $312K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

#1,033 in Manufacturing (18,722 peers)

Oldenburg Group Incorporated multi-year trail

Oldenburg Group Incorporated's plans moved -14.9% in assets from 2022 to 2024; this filing shows Lake Shore, Inc. Truck Drivers Pension Plan at $312K / N/A participants.

#1,033
in Manufacturing (18,722 peers): -2.3%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lake Shore, Inc. Truck Drivers Pension Plan among the smaller filed plans by assets

Lake Shore, Inc. Truck Drivers Pension Plan vs every filed plan by assets

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

$312,126 14th percentile higher than 14% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lake Shore, Inc. Truck Drivers Pension Plan reported net income rose from -$39K in the plan year 2022 filing to -$7K in the plan year 2023 filing.
Lake Shore, Inc. Truck Drivers Pension Plan end-of-year assets fell from $320K in the plan year 2022 filing to $312K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390943085 · Oldenburg Group Incorporated PY 2023 · Defined Benefit (Pension)

Lake Shore, Inc. Truck Drivers Pension Plan · $312K · N/A · 14th

TYPE $312K
TYPE N/A
TYPE 14th
TYPE Defined Benefit (Pension)
TYPE near Piercy Golf, Inc. Defined Benefit Plan
TYPE ind #1033

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 Manufacturing retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Lake Shore, Inc. Truck Drivers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Oldenburg Group Incorporated multi-year asset trail

Latest sponsor-wide plan assets: $20M 14.936878873740136% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	3	77	$23M
2023	3	80	$24M
2024	2	78	$20M

Oldenburg Group Incorporated filing trail (2023)

Total Assets (Beginning of Year)	$320K
Net Assets (End of Year)	$312K
Net Income	-$7K
Employer EIN	390943085
Plan Effective Date	1967-11-30
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lake Shore, Inc. Truck Drivers Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
Harley-Davidson Retirement Plan $1.9B · 1,560
Rockwell Automation Pension Plan $1.8B · 2,136

Compare Lake Shore, Inc. Truck Drivers Pension Plan side-by-side with 3 peers →

Lake Shore, Inc. Truck Drivers Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Wisconsin, the nearest Defined Benefit (Pension) by end-of-year assets is Piercy Golf, Inc. Defined Benefit Plan in NV at $311K (this filing: $312K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($312K here).

Piercy Golf, Inc. Defined Benefit Plan (NV) $311K · 1
Caneel Bay Resort Retirement Income Plan (VI) $309K · 4
The Mindside LLC Cash Balance Plan (AL) $309K · 3
Intl Assoc Mach 2848 Def Ben Pen Pl (MI) $317K · N/A

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 Lake Shore, Inc. Truck Drivers Pension Plan assets move in 2023? ▼

Lake Shore, Inc. Truck Drivers Pension Plan edged down modestly - down 2.3% during 2023, from $320K to $312K. Reported net income was -$7K.

How have Oldenburg Group Incorporated plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Oldenburg Group Incorporated's sponsor-wide assets declined 14.9%, from $23M to $20M.

Where does Lake Shore, Inc. Truck Drivers Pension Plan rank by assets among Form 5500 filers? ▼

Lake Shore, Inc. Truck Drivers Pension Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Lake Shore, Inc. Truck Drivers Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Piercy Golf, Inc. Defined Benefit Plan in NV ($311K, 1 participant).

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 390943085.