401(k) · DOL Form 5500 · 2024

Lakeside Capital Group Management, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
231
Participants Below avg headcount
51st
Percentile by assets National rank
$35,057
Avg per participant Low balance/head
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Official DOL plan name: Lakeside Capital Group Management, LLC 401(k) Plan · Sponsored by Lakeside Capital Group Management, LLC · Idaho · Management of Enterprises

$8M in assets, 231 participants

Lakeside Capital Group Management, LLC's Lakeside Capital Group Management, LLC 401(k) Plan reported $8M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

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

Lakeside Capital Group Management, LLC multi-year trail

Lakeside Capital Group Management, LLC's plans moved +87.5% in assets from 2022 to 2024; this filing shows Lakeside Capital Group Management, LLC 401(k) Plan at $8M / 231 participants.

#405
in Management of Enterprises (1,133 peers)
+29.4%
assets growth YoY

Lakeside Capital Group Management, LLC 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Lakeside Capital Group Management, LLC 401(k) Plan vs every filed plan by assets

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

$8,098,218 Top 49% higher than 51% 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

Lakeside Capital Group Management, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeside Capital Group Management, LLC 401(k) Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeside Capital Group Management, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Lakeside Capital Group Management, LLC 401(k) Plan reported participants rose from 218 in the plan year 2023 filing to 231 in the plan year 2024 filing.
  • Lakeside Capital Group Management, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 474663985 · Lakeside Capital Group Management, LLC PY 2024 · 401(k)

Lakeside Capital Group Management, LLC 401(k) Plan · $8M · 231 · 51st

  • VS-ST $8M
  • VS-ST 231
  • VS-ST 51st
  • VS-ST 401(k)
  • VS-ST near Neyra Industries Employee Savings & Retirement Plan
  • VS-ST ind #405

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 Idaho →

Lakeside Capital Group Management, LLC 401(k) Plan in the asset neighbourhood

Lakeside Capital Group Management, LLC 401(k) PlanLakeside Capital Group Manag…$8MNeyra Industries Employee Savings & Retirement PlanNeyra Industries Employee Sa…$8MHta 401(k) Plan$8MTri-Development Center of Aiken County 401(k) Retirement PlanTri-Development Center of Ai…$8MMic Customs Solutions 401(k) PlanMic Customs Solutions 401(k)…$8M
End-of-year total assets ($M) among Lakeside Capital Group Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lakeside Capital Group Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lakeside Capital Group Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 87.49967874931959% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.32M $8.1M ▲ +87.5%
Year Plans Participants Total Assets
2022 1 204 $4M
2023 1 218 $6M
2024 1 231 $8M

Lakeside Capital Group Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN474663985
Plan Effective Date2021-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Lakeside Capital Group Management, LLC 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Lakeside Capital Group Management, LLC 401(k) Plan, Total assets ($B): 0.008098218 · Participants: 231Lakeside Capital Group Management, LLC 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.744829372 · Participants: 8598Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.548581207 · Participants: 6632Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.560177552 · Participants: 9012Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.889896808 · Participants: 2119Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.740356793 · Participants: 3902Boise Cascade Company Savings Plan
Lakeside Capital Group Management, LLC 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Lakeside Capital Group Management, LLC 401(k) Plan side-by-side with 3 peers →

Lakeside Capital Group Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Neyra Industries Employee Savings & Retirement Plan in OH ($8M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Lakeside Capital Group Management, LLC 401(k) Plan assets move in 2024? ▼
Lakeside Capital Group Management, LLC 401(k) Plan grew sharply - up 29.4% during 2024, from $6M to $8M. Reported net income was $2M.
How have Lakeside Capital Group Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Capital Group Management, LLC's sponsor-wide assets grew 87.5%, from $4M to $8M.
Which 401(k) plans are similar in size to Lakeside Capital Group Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neyra Industries Employee Savings & Retirement Plan in OH ($8M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Lakeside Capital Group Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitek College Utah, LLC 401(k) Plan in CA (231 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 474663985.

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.