401(k) · DOL Form 5500 · 2024
Lakeshore Learning Materials, LLC 401(k) Plan
Data updated 2026-08-11
- $200M
- Total assets
- 4,141
- Participants
- 94th
- Percentile by assets
- $48,207
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $200M
- total plan assets (2024 EOY)
- 4,141
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $48,207
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Lakeshore Learning Materials 401(k) Plan reports 4,141 participants - 6.6x that state average ($200M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | $37M |
| Employer EIN | 941525814 |
| Plan Effective Date | 2000-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeshore Learning Materials, LLC)
| 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
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lakeshore Learning Materials 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Lakeshore Learning Materials 401(k) Plan assets move in 2024? ▼
How have Lakeshore Learning Materials, LLC plan assets changed over time? ▼
Where does Lakeshore Learning Materials 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Lakeshore Learning Materials 401(k) Plan
Filing takeaways
Ways to act on Lakeshore Learning Materials 401(k) Plan's numbers.
- By total assets, Lakeshore Learning Materials 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Lakeshore Learning Materials, LLC's sponsor-wide assets have grown 57.8% since 2022 across 3 plan years on file. More Retail Trade plans