Defined Benefit (Pension) · DOL Form 5500 · 2023

Oldenburg Group Incorporated Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: N/A
Participants Small participant base: 36th
Percentile by assets National rank

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

$3M in assets, N/A participants

Oldenburg Group Incorporated's Lake Shore, Inc. Steelworkers Pension Plan reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#3,709 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. Steelworkers Pension Plan at $3M / N/A participants.

#3,709
in Manufacturing (18,722 peers): +5.3%
assets growth YoY

Lake Shore, Inc. Steelworkers Pension Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$3,151,480 36th percentile higher than 36% 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. Steelworkers Pension Plan reported net income rose from -$120K in the plan year 2022 filing to $160K in the plan year 2023 filing.
Lake Shore, Inc. Steelworkers Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M 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. Steelworkers Pension Plan · $3M · N/A · 36th

EOY $3M
5500 N/A
ASSETS 36th
PCT Defined Benefit (Pension)
EIN near Emergency Care Specialists, P.C. Cash Balance Plan
RANK ind #3709

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. Steelworkers 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)	$3M
Net Assets (End of Year)	$3M
Net Income	$160K
Employer EIN	390943085
Plan Effective Date	1958-10-31
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. Steelworkers 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. Steelworkers Pension Plan side-by-side with 3 peers →

Lake Shore, Inc. Steelworkers 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 Emergency Care Specialists, P.C. Cash Balance Plan in MI at $3M (this filing: $3M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Emergency Care Specialists, P.C. Cash Balance Plan (MI) $3M · 112
Leading Edge Investment Advisors, LLC Retirement Plan (CA) $3M · 13
Cunningham Orthopaedics, LLC Defined Benefit Plan (NJ) $3M · 5
Veterinary Medical Center Cash Balance Pension Plan (CA) $3M · 17

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. Steelworkers Pension Plan assets move in 2023? ▼

Lake Shore, Inc. Steelworkers Pension Plan grew at a solid clip - up 5.3% during 2023, from $3M to $3M. Reported net income was $160K.

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.

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

Among Defined Benefit (Pension) plans in other states, the closest by assets is Emergency Care Specialists, P.C. Cash Balance Plan in MI ($3M, 112 participants).

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.