401(k) · DOL Form 5500 · 2024

Lakeside Bottling Company 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
64
Participants Small participant base
53rd
Percentile by assets National rank
$135,073
Avg per participant Near avg balance/head
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Official DOL plan name: Lakeside Bottling Company Retirement Savings Plan · Sponsored by Lakeside Bottling Company · Wisconsin · Wholesale Trade

$9M in assets, 64 participants

Lakeside Bottling Company's Lakeside Bottling Company Retirement Savings Plan reported $9M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,636 in Wholesale Trade (6,080 peers)

Lakeside Bottling Company multi-year trail

Lakeside Bottling Company's plans moved +24.9% in assets from 2022 to 2024; this filing shows Lakeside Bottling Company Retirement Savings Plan at $9M / 64 participants.

#2,636
in Wholesale Trade (6,080 peers)
+13.6%
assets growth YoY

Lakeside Bottling Company Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

Lakeside Bottling Company Retirement Savings Plan vs every filed plan by assets

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

$8,644,703 Top 47% higher than 53% 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 Bottling Company Retirement 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. Lakeside Bottling Company Retirement Savings Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeside Bottling Company Retirement Savings Plan reported net income rose from $684K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lakeside Bottling Company Retirement Savings Plan reported participants rose from 52 in the plan year 2023 filing to 64 in the plan year 2024 filing.
  • Lakeside Bottling Company Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390417440 · Lakeside Bottling Company PY 2024 · 401(k)

Lakeside Bottling Company Retirement Savings Plan · $9M · 64 · 53rd

  • TYPE $9M
  • NET 64
  • BOOK 53rd
  • VS-ST 401(k)
  • BOY near Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #2636

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Lakeside Bottling Company Retirement Savings Plan in the asset neighbourhood

Yellowjacket Oilfield Services 401(k) PlanYellowjacket Oilfield Servic…$9MLakeside Bottling Company Retirement Savings PlanLakeside Bottling Company Re…$9MForrest Solutions, Inc. 401(k) Profit Sharing Plan and TrustForrest Solutions, Inc. 401(…$9MNew Carbon Company, LLC 401(k) Retirement PlanNew Carbon Company, LLC 401(…$9MPaymax Services, Inc. 401(k) Profit Sharing PlanPaymax Services, Inc. 401(k)…$9M
End-of-year total assets ($M) among Lakeside Bottling Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lakeside Bottling Company multi-year asset trail

Sponsor-wide plan assets over time

All Lakeside Bottling Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.852223038070186% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.92M $8.64M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 47 $7M
2023 1 52 $8M
2024 1 64 $9M

Lakeside Bottling Company filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN390417440
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Lakeside Bottling Company Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lakeside Bottling Company Retirement Savings Plan, Total assets ($B): 0.008644703 · Participants: 64Lakeside Bottling Company Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Lakeside Bottling Company Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lakeside Bottling Company Retirement Savings Plan side-by-side with 3 peers →

Lakeside Bottling Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust in NY ($9M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Bottling Company Retirement Savings Plan assets move in 2024? ▼
Lakeside Bottling Company Retirement Savings Plan grew at a solid clip - up 13.6% during 2024, from $8M to $9M. Reported net income was $1M.
How have Lakeside Bottling Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Bottling Company's sponsor-wide assets grew 24.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Lakeside Bottling Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust in NY ($9M, 4,490 participants).
Which 401(k) plans cover a similar participant headcount to Lakeside Bottling Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M 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 390417440.

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.