401(k) · DOL Form 5500 · 2024

Lake Shore III Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
85
Participants Small participant base
48th
Percentile by assets National rank
$79,259
Avg per participant Below avg balance/head
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Official DOL plan name: Lake Shore 401(k) Profit Sharing Plan · Sponsored by Lake Shore III Corporation · Wisconsin · Finance & Insurance

$7M in assets, 85 participants

Lake Shore III Corporation's Lake Shore 401(k) Profit Sharing Plan reported $7M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,779 in Finance & Insurance (8,549 peers)

Lake Shore III Corporation multi-year trail

Lake Shore III Corporation's plans moved +44.0% in assets from 2022 to 2024; this filing shows Lake Shore 401(k) Profit Sharing Plan at $7M / 85 participants.

#2,779
in Finance & Insurance (8,549 peers)
+12.4%
assets growth YoY

Lake Shore 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Lake Shore 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,736,993 48th percentile higher than 48% 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

Lake Shore 401(k) Profit Sharing 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. Lake Shore 401(k) Profit Sharing Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lake Shore 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $738K in the plan year 2024 filing.
  • Lake Shore 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364712785 · Lake Shore III Corporation PY 2024 · 401(k)

Lake Shore 401(k) Profit Sharing Plan · $7M · 85 · 48th

  • PHOTO $7M
  • IND 85
  • EOY 48th
  • 5500 401(k)
  • ASSETS near Outside in 403(b) Plan
  • PCT ind #2779

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 Wisconsin →

Lake Shore 401(k) Profit Sharing Plan in the asset neighbourhood

Lake Shore 401(k) Profit Sharing PlanLake Shore 401(k) Profit Sha…$7MOutside in 403(b) Plan$7MNb Baker Electric, Inc. 401(k) PlanNb Baker Electric, Inc. 401(…$7MTreyz Law Group PC 401(k) Profit Sharing Plan & TrustTreyz Law Group PC 401(k) Pr…$7MTct Cost Consultants LLC 401(k) Profit Sharing Plan & TrustTct Cost Consultants LLC 401…$7M
End-of-year total assets ($M) among Lake Shore 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lake Shore III Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Lake Shore III Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.98053044388878% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.68M $6.74M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 82 $5M
2023 1 85 $6M
2024 1 85 $7M

Lake Shore III Corporation filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$738K
Employer EIN364712785
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Lake Shore 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lake Shore 401(k) Profit Sharing Plan, Total assets ($B): 0.006736993 · Participants: 85Lake Shore 401(k) Profit Sharing 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
Lake Shore 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lake Shore 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lake Shore 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Outside in 403(b) Plan in OR ($7M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Lake Shore 401(k) Profit Sharing Plan assets move in 2024? ▼
Lake Shore 401(k) Profit Sharing Plan grew at a solid clip - up 12.4% during 2024, from $6M to $7M. Reported net income was $738K.
How have Lake Shore III Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Shore III Corporation's sponsor-wide assets grew 44.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Lake Shore 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Outside in 403(b) Plan in OR ($7M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Lake Shore 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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 364712785.

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.