Other · DOL Form 5500 · 2024

Susan Lake Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$272,595
Avg per participant High balance/head
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Official DOL plan name: Lake Farms Employee Profit Sharing Trust · Sponsored by Susan Lake · Montana · Agriculture, Forestry & Fishing

$1M in assets, 4 participants

Susan Lake's Lake Farms Employee Profit Sharing Trust reported $1M in total assets and 4 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.

  • #268 in Agriculture, Forestry & Fishing (1,217 peers)

Susan Lake multi-year trail

Susan Lake's plans moved +19.9% in assets from 2022 to 2024; this filing shows Lake Farms Employee Profit Sharing Trust at $1M / 4 participants.

#268
in Agriculture, Forestry & Fishing (1,217 peers)
+3.6%
assets growth YoY

Lake Farms Employee Profit Sharing Trust among the smaller filed plans by assets

Lake Farms Employee Profit Sharing Trust vs every filed plan by assets

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

$1,090,378 24th percentile higher than 24% 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

Lake Farms Employee Profit Sharing 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. Lake Farms Employee Profit Sharing Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lake Farms Employee Profit Sharing Trust reported net income fell from $142K in the plan year 2023 filing to $38K in the plan year 2024 filing.
  • Lake Farms Employee Profit Sharing Trust reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Lake Farms Employee Profit Sharing Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810306029 · Susan Lake PY 2024 · Other

Lake Farms Employee Profit Sharing Trust · $1M · 4 · 24th

  • EIN $1M
  • RANK 4
  • PHOTO 24th
  • IND Other
  • EOY near North East Kingdom Community Action, Inc. 403b Plan
  • 5500 ind #268

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Montana →

Lake Farms Employee Profit Sharing Trust in the asset neighbourhood

Colorado Humanities 403-B-7 Retirement PlanColorado Humanities 403-B-7 …$1MMid Bronx Senior Citizens Council 403(b) PlanMid Bronx Senior Citizens Co…$1MLake Farms Employee Profit Sharing TrustLake Farms Employee Profit S…$1MNorth East Kingdom Community Action, Inc. 403b PlanNorth East Kingdom Community…$1MFta International 401(k)$1M
End-of-year total assets ($M) among Lake Farms Employee Profit Sharing Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Susan Lake multi-year asset trail

Sponsor-wide plan assets over time

All Susan Lake plans reported in each filing year

Latest sponsor-wide plan assets
$1M 19.87721792169784% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.91M $1.09M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 3 $910K
2023 1 3 $1M
2024 1 4 $1M

Susan Lake filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$38K
Employer EIN810306029
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Montana

Peer Other plans, same state, same plan type, ranked by total assets.

Lake Farms Employee Profit Sharing Trust vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Lake Farms Employee Profit Sharing Trust, Total assets ($M): 1.090378 · Participants: 4Lake Farms Employee Profit Sharing TrustBillings Clinic 403b Plan, Total assets ($M): 594.804761 · Participants: 4184Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 130.115869 · Participants: 1777St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 75.788206 · Participants: 2593Bozeman Health 403(b) PlanBozeman Health 403(b) Plan, Total assets ($M): 58.186052 · Participants: 2373Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 55.338547 · Participants: 280Carroll College 403(b) Plan
Lake Farms Employee Profit Sharing Trust vs. nearby Other plans in Montana, assets vs. participants
Compare Lake Farms Employee Profit Sharing Trust side-by-side with 3 peers →

Lake Farms Employee Profit Sharing Trust's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is North East Kingdom Community Action, Inc. 403b Plan in VT ($1M); by covered participants it is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lake Farms Employee Profit Sharing Trust assets move in 2024? ▼
Lake Farms Employee Profit Sharing Trust edged up modestly - up 3.6% during 2024, from $1M to $1M. Reported net income was $38K.
How have Susan Lake plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Susan Lake's sponsor-wide assets grew 19.9%, from $910K to $1M.
Where does Lake Farms Employee Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Lake Farms Employee Profit Sharing Trust ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Lake Farms Employee Profit Sharing Trust? ▼
Among Other plans in other states, the closest by assets is North East Kingdom Community Action, Inc. 403b Plan in VT ($1M, 146 participants).
Which Other plans cover a similar participant headcount to Lake Farms Employee Profit Sharing Trust? ▼
Among Other plans in other states, the closest by covered participants is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants, $2M 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 810306029.

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.