401(k) · DOL Form 5500 · 2024

Lakeside Software, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
165
Participants Small participant base
62nd
Percentile by assets National rank
$79,651
Avg per participant Below avg balance/head
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Official DOL plan name: Lakeside Software 401(k) Plan · Sponsored by Lakeside Software, LLC · Massachusetts · Information & Media

$13M in assets, 165 participants

Lakeside Software, LLC's Lakeside Software 401(k) Plan reported $13M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,397 in Information & Media (2,822 peers)

Coverage in Massachusetts

Lakeside Software 401(k) Plan covers 165 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#1,397
in Information & Media (2,822 peers)
+33.8%
assets growth YoY

Lakeside Software 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Lakeside Software 401(k) Plan vs every filed plan by assets

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

$13,142,473 Top 38% higher than 62% 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 Software 401(k) 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 Software 401(k) Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeside Software 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Lakeside Software 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lakeside Software 401(k) Plan reported participants rose from 158 in the plan year 2023 filing to 165 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 383374036 · Lakeside Software, LLC PY 2024 · 401(k)

Lakeside Software 401(k) Plan · $13M · 165 · 62nd

  • EIN $13M
  • EIN 165
  • EIN 62nd
  • EIN 401(k)
  • EIN near Kld Associates Inc. 401(k) Plan
  • EIN ind #1397

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 Information & Media retirement plans → · Plans in Massachusetts →

Lakeside Software 401(k) Plan in the asset neighbourhood

Lakeside Software 401(k) Plan$13MKld Associates Inc. 401(k) PlanKld Associates Inc. 401(k) P…$13MIgnite Medical Resorts Employee 401(k) PlanIgnite Medical Resorts Emplo…$13MXmek, Inc. Retirement Saving PlanXmek, Inc. Retirement Saving…$13MSimon Greenstone Panatier, PC 401(k) PlanSimon Greenstone Panatier, P…$13M
End-of-year total assets ($M) among Lakeside Software 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN383374036
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside Software, LLC)

Sponsor-wide plan assets over time

All Lakeside Software, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 110.34307478113791% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $6.25M $13.1M ▲ +110.2%
Year Plans Participants Total Assets
2022 1 139 $6M
2023 1 158 $10M
2024 1 165 $13M

Nearby 401(k) Plans in Massachusetts

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

Lakeside Software 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Lakeside Software 401(k) Plan, Total assets ($B): 0.013142473 · Participants: 165Lakeside Software 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Lakeside Software 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Lakeside Software 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kld Associates Inc. 401(k) Plan in NY ($13M); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Software 401(k) Plan assets move in 2024?
Lakeside Software 401(k) Plan surged - up 33.8% during 2024, from $10M to $13M. Reported net income was $3M.
How have Lakeside Software, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Lakeside Software, LLC's sponsor-wide assets grew 110.3%, from $6M to $13M.
Which 401(k) plans are similar in size to Lakeside Software 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kld Associates Inc. 401(k) Plan in NY ($13M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Lakeside Software 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants, $3M in assets).