401(k) · DOL Form 5500 · 2024

Lakeshore Learning Materials, LLC 401(k) Plan

Data updated 2026-08-25

$200M
Total assets Near avg plan size
4,141
Participants Above avg headcount
94th
Percentile by assets National rank
$48,207
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeshore Learning Materials 401(k) Plan · Sponsored by Lakeshore Learning Materials, LLC · California · Retail Trade

$200M in assets, 4,141 participants

Lakeshore Learning Materials, LLC's Lakeshore Learning Materials 401(k) Plan reported $200M in total assets and 4,141 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,782 in Retail Trade (8,048 peers)

Coverage in California

Lakeshore Learning Materials 401(k) Plan covers 4,141 participants in California, 6.6x the typical California plan (state average ~630 per filing). Assets: $200M.

#7,782
in Retail Trade (8,048 peers)
+22.6%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Lakeshore Learning Materials 401(k) Plan's outsized position by total assets

Lakeshore Learning Materials 401(k) Plan vs every filed plan by assets

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

$199,626,239 Top 6% higher than 94% 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

Lakeshore Learning Materials 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeshore Learning Materials 401(k) Plan lands in the large band (4,141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeshore Learning Materials 401(k) Plan reported participants rose from 3,373 in the plan year 2023 filing to 4,141 in the plan year 2024 filing.
  • Lakeshore Learning Materials 401(k) Plan end-of-year assets rose from $163M in the plan year 2023 filing to $200M in the plan year 2024 filing.
  • Lakeshore Learning Materials 401(k) Plan reported net income rose from $37M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 941525814 · Lakeshore Learning Materials, LLC PY 2024 · 401(k)

Lakeshore Learning Materials 401(k) Plan · $200M · 4,141 · 94th

  • 5500 $200M
  • 5500 4,141
  • 5500 94th
  • 5500 401(k)
  • 5500 near Loudoun Medical Group Retirement Plan
  • 5500 ind #7782

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 Retail Trade retirement plans → · Plans in California →

Lakeshore Learning Materials 401(k) Plan in the asset neighbourhood

Ptc Therapeutics Inc. 401(k) Retirement Savings PlanPtc Therapeutics Inc. 401(k)…$200MLoudoun Medical Group Retirement PlanLoudoun Medical Group Retire…$200MLakeshore Learning Materials 401(k) PlanLakeshore Learning Materials…$200MNana Regional Corporation, Inc. Compensation Deferral PlanNana Regional Corporation, I…$199MTimes Publishing Company Profit-Sharing & Tax-Deferred Savings PlanTimes Publishing Company Pro…$199M
End-of-year total assets ($M) among Lakeshore Learning Materials 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$200M
Net Income$37M
Employer EIN941525814
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeshore Learning Materials, LLC)

Sponsor-wide plan assets over time

All Lakeshore Learning Materials, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$200M 57.76852866753934% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $127M $200M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 2,777 $127M
2023 1 3,373 $163M
2024 1 4,141 $200M

Nearby 401(k) Plans in California

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

Lakeshore Learning Materials 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lakeshore Learning Materials 401(k) Plan, Total assets ($B): 0.199626239 · Participants: 4141Lakeshore Learning Materials 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Lakeshore Learning Materials 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lakeshore Learning Materials 401(k) Plan side-by-side with 3 peers →

Lakeshore Learning Materials 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Loudoun Medical Group Retirement Plan in VA ($200M); by covered participants it is The Container Store, Inc. 401(k) Plan in TX (4,141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,141 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 Lakeshore Learning Materials 401(k) Plan assets move in 2024? ▼
Lakeshore Learning Materials 401(k) Plan grew sharply - up 22.6% during 2024, from $163M to $200M. Reported net income was $37M.
How have Lakeshore Learning Materials, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeshore Learning Materials, LLC's sponsor-wide assets grew 57.8%, from $127M to $200M.
Where does Lakeshore Learning Materials 401(k) Plan rank by assets among Form 5500 filers? ▼
Lakeshore Learning Materials 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lakeshore Learning Materials 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loudoun Medical Group Retirement Plan in VA ($200M, 1,464 participants).
Which 401(k) plans cover a similar participant headcount to Lakeshore Learning Materials 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Container Store, Inc. 401(k) Plan in TX (4,141 participants, $144M 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 941525814.

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.