401(k) · DOL Form 5500 · 2024
Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $183,608
- Avg per participant Above avg balance/head
Official DOL plan name: Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust · Sponsored by Lakeside Oral & Facial Surgery Institute LLC · Wisconsin · Healthcare & Social Assistance
$1M in assets, 6 participants
Lakeside Oral & Facial Surgery Institute LLC's Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,372 in Healthcare & Social Assistance (16,916 peers)
Lakeside Oral & Facial Surgery Institute LLC multi-year trail
Lakeside Oral & Facial Surgery Institute LLC's plans moved +354.6% in assets from 2022 to 2024; this filing shows Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust at $1M / 6 participants.
- #3,372
- in Healthcare & Social Assistance (16,916 peers)
- +129.0%
- assets growth YoY
Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust among the smaller filed plans by assets
Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,101,649 24th percentile higher than 24% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust reported net income rose from $239K in the plan year 2023 filing to $621K in the plan year 2024 filing.
- Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust end-of-year assets rose from $481K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 811681209 · Lakeside Oral & Facial Surgery Institute LLC PY 2024 · 401(k)
Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust · $1M · 6 · 24th
- TYPE $1M
- TYPE 6
- TYPE 24th
- TYPE 401(k)
- TYPE near The Groves 401(k) Plan
- TYPE ind #3372
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust in the asset neighbourhood
Lakeside Oral & Facial Surgery Institute LLC multi-year asset trail
Sponsor-wide plan assets over time
All Lakeside Oral & Facial Surgery Institute LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 354.5956853294599% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $242K |
| 2023 | 1 | 7 | $481K |
| 2024 | 1 | 6 | $1M |
Lakeside Oral & Facial Surgery Institute LLC filing trail (2024)
| Total Assets (Beginning of Year) | $481K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $621K |
| Employer EIN | 811681209 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Groves 401(k) Plan in PA ($1M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- The Groves 401(k) Plan (PA) $1M · 1,111
- Hometown Waiver Solutions - 401(k) (IN) $1M · 485
- The Big Easy 401(k) Plan (FL) $1M · 357
- H Squared Solutions Corp. 401(k) Plan (TX) $1M · 1
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.