401(k) · DOL Form 5500 · 2024

Lakeside Bank 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
176
Participants Small participant base
75th
Percentile by assets National rank
$151,332
Avg per participant Above avg balance/head
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Official DOL plan name: Lakeside Bank Employee Savings and Protection Plan · Sponsored by Lakeside Bank · Illinois · Finance & Insurance

$27M in assets, 176 participants

Lakeside Bank's Lakeside Bank Employee Savings and Protection Plan reported $27M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,311 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Lakeside Bank Employee Savings and Protection Plan covers 176 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $27M.

#5,311
in Finance & Insurance (8,549 peers)
+20.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lakeside Bank Employee Savings and Protection Plan's outsized position by total assets

Lakeside Bank Employee Savings and Protection Plan vs every filed plan by assets

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

$26,634,419 Top 25% higher than 75% 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 Bank Employee Savings and Protection 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 Bank Employee Savings and Protection Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeside Bank Employee Savings and Protection Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Lakeside Bank Employee Savings and Protection Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Lakeside Bank Employee Savings and Protection Plan reported participants rose from 171 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 362583514 · Lakeside Bank PY 2024 · 401(k)

Lakeside Bank Employee Savings and Protection Plan · $27M · 176 · 75th

  • BOY $27M
  • BOY 176
  • BOY 75th
  • BOY 401(k)
  • BOY near Astro 401(k) Plan
  • BOY ind #5311

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 Finance & Insurance retirement plans → · Plans in Illinois →

Lakeside Bank Employee Savings and Protection Plan in the asset neighbourhood

Tosca, Ltd. Retirement Savings PlanTosca, Ltd. Retirement Savin…$27MLakeside Bank Employee Savings and Protection PlanLakeside Bank Employee Savin…$27MAstro 401(k) Plan$27MWelia Health 401(k) Retirement Savings PlanWelia Health 401(k) Retireme…$27MLamers Bus Lines, Inc. 401(k) Profit Sharing PlanLamers Bus Lines, Inc. 401(k…$27M
End-of-year total assets ($M) among Lakeside Bank Employee Savings and Protection Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN362583514
Plan Effective Date1986-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside Bank)

Sponsor-wide plan assets over time

All Lakeside Bank plans reported in each filing year

Latest sponsor-wide plan assets
$51M 34.73661338316775% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.2M $51.5M ▲ +34.7%
Year Plans Participants Total Assets
2022 2 287 $38M
2023 2 295 $45M
2024 2 295 $51M

Nearby 401(k) Plans in Illinois

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

Lakeside Bank Employee Savings and Protection Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Lakeside Bank Employee Savings and Protection Plan, Total assets ($B): 0.026634419 · Participants: 176Lakeside Bank Employee Savings and Protection PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Lakeside Bank Employee Savings and Protection Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Lakeside Bank Employee Savings and Protection Plan side-by-side with 3 peers →

Lakeside Bank Employee Savings and Protection Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Astro 401(k) Plan in VA ($27M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Bank Employee Savings and Protection Plan assets move in 2024? ▼
Lakeside Bank Employee Savings and Protection Plan grew sharply - up 20.8% during 2024, from $22M to $27M. Reported net income was $5M.
How have Lakeside Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeside Bank's sponsor-wide assets grew 34.7%, from $38M to $51M.
Where does Lakeside Bank Employee Savings and Protection Plan rank by assets among Form 5500 filers? ▼
Lakeside Bank Employee Savings and Protection Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lakeside Bank Employee Savings and Protection Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astro 401(k) Plan in VA ($27M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Lakeside Bank Employee Savings and Protection Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 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 362583514.

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.