401(k) · DOL Form 5500 · 2024

Lakeview Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
53
Participants Small participant base
75th
Percentile by assets National rank
$481,091
Avg per participant High balance/head
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Official DOL plan name: Lakeview Capital, Inc. 401(k) Savings Plan · Sponsored by Lakeview Capital, Inc. · Michigan · Management of Enterprises

$25M in assets, 53 participants

Lakeview Capital, Inc.'s Lakeview Capital, Inc. 401(k) Savings Plan reported $25M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #638 in Management of Enterprises (1,133 peers)

Where Lakeview Capital, Inc. 401(k) Savings Plan sits by assets

Lakeview Capital, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $25M for 53 participants (~$481,091/participant), up 18.3% in 2024.

#638
in Management of Enterprises (1,133 peers)
+18.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lakeview Capital, Inc. 401(k) Savings Plan's outsized position by total assets

Lakeview Capital, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$25,497,799 Top 25% higher than 75% 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

Lakeview Capital, Inc. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Capital, Inc. 401(k) Savings Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeview Capital, Inc. 401(k) Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Lakeview Capital, Inc. 401(k) Savings Plan reported participants rose from 48 in the plan year 2023 filing to 53 in the plan year 2024 filing.
  • Lakeview Capital, Inc. 401(k) Savings Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 300518620 · Lakeview Capital, Inc. PY 2024 · 401(k)

Lakeview Capital, Inc. 401(k) Savings Plan · $25M · 53 · 75th

  • PHOTO $25M
  • PHOTO 53
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust
  • PHOTO ind #638

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 Management of Enterprises retirement plans → · Plans in Michigan →

Lakeview Capital, Inc. 401(k) Savings Plan in the asset neighbourhood

Lakeview Capital, Inc. 401(k) Savings PlanLakeview Capital, Inc. 401(k…$25MWinton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and TrustWinton Ireland Insurance Age…$25MAir Tiger Express (USA), Inc. 401(k) Savings PlanAir Tiger Express (USA), Inc…$25MCedar Point Fcu Employees 401(k) PlanCedar Point Fcu Employees 40…$25MS. D. Ireland Companies 401(k) PlanS. D. Ireland Companies 401(…$25M
End-of-year total assets ($M) among Lakeview Capital, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN300518620
Plan Effective Date2006-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Capital, Inc.)

Sponsor-wide plan assets over time

All Lakeview Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 42.231226019070114% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.9M $25.5M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 42 $18M
2023 1 48 $22M
2024 1 53 $25M

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lakeview Capital, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Lakeview Capital, Inc. 401(k) Savings Plan, Total assets ($B): 0.025497799 · Participants: 53Lakeview Capital, Inc. 401(k) Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lakeview Capital, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Lakeview Capital, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Lakeview Capital, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust in CA ($25M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Lakeview Capital, Inc. 401(k) Savings Plan assets move in 2024? ▼
Lakeview Capital, Inc. 401(k) Savings Plan grew sharply - up 18.3% during 2024, from $22M to $25M. Reported net income was $4M.
How have Lakeview Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Capital, Inc.'s sponsor-wide assets grew 42.2%, from $18M to $25M.
Where does Lakeview Capital, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Lakeview Capital, Inc. 401(k) Savings Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lakeview Capital, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winton Ireland Insurance Agency Inc. 401(k) Profit Sharing Plan and Trust in CA ($25M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Lakeview Capital, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 participants, N/A 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 300518620.

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.