Other · DOL Form 5500 · 2024
Lakeside School Retirement Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 243
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $422,932
- Avg per participant High balance/head
Official DOL plan name: Lakeside School Defined Contribution Retirement Plan · Sponsored by Lakeside School · Washington · Educational Services
$103M in assets, 243 participants
Lakeside School's Lakeside School Defined Contribution Retirement Plan reported $103M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,046 in Educational Services (3,638 peers)
Coverage in Washington
Lakeside School Defined Contribution Retirement Plan covers 243 participants in Washington, about 16% of the average Washington filer (state average ~1,476 per filing). Assets: $103M.
- #3,046
- in Educational Services (3,638 peers)
- +8.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Lakeside School Defined Contribution Retirement Plan's outsized position by total assets
Lakeside School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$102,772,424 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lakeside School Defined Contribution Retirement 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 School Defined Contribution Retirement Plan sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lakeside School Defined Contribution Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Lakeside School Defined Contribution Retirement Plan end-of-year assets rose from $95M in the plan year 2023 filing to $103M in the plan year 2024 filing.
- Lakeside School Defined Contribution Retirement Plan reported participants rose from 239 in the plan year 2023 filing to 243 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 910564971 · Lakeside School PY 2024 · Other
Lakeside School Defined Contribution Retirement Plan · $103M · 243 · 91st
- EOY $103M
- EOY 243
- EOY 91st
- EOY Other
- EOY near Daemen University Retirement Plan
- EOY ind #3046
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 Educational Services retirement plans → · Plans in Washington →
Lakeside School Defined Contribution Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | $8M |
| Employer EIN | 910564971 |
| Plan Effective Date | 1944-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lakeside School)
Sponsor-wide plan assets over time
All Lakeside School plans reported in each filing year
- Latest sponsor-wide plan assets
- $103M 22.650149803414717% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 223 | $84M |
| 2023 | 1 | 239 | $95M |
| 2024 | 1 | 243 | $103M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.5B · 6,067
- Multicare Health System 403(b) Employee Savings Plan $1.2B · 16,022
- Overlake Hospital Medical Center 403(b)Retirement Plan $654M · 3,637
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $594M · 7,427
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
Lakeside School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is Daemen University Retirement Plan in NY ($103M); by covered participants it is T-Mha Pension Plan in CA (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- Daemen University Retirement Plan (NY) $103M · 361
- Poly Prep Country Day School Defined Contribution Plan (NY) $103M · 297
- Butler Memorial Hospital 403(b) Plan (PA) $103M · 1,899
- University Physician Group 403b Retirement Plan (MI) $102M · 663
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- T-Mha Pension Plan (CA) 243 · 0 off
- Westminster Village Muncie Inc 403b Retirement Plan (IN) 243 · 0 off
- Montverde Academy Retirement Plan (FL) 243 · 0 off
- 403(b) Thrift Plan for Employees of the Foraker Group (AK) 243 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.