Defined Benefit (Pension) · DOL Form 5500 · 2024
Lakeside Bank Pension Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $208,680
- Avg per participant Above avg balance/head
Official DOL plan name: Lakeside Bank Retirement Plan · Sponsored by Lakeside Bank · Illinois · Finance & Insurance
$25M in assets, 119 participants
Lakeside Bank's Lakeside Bank Retirement Plan reported $25M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #5,161 in Finance & Insurance (8,549 peers)
Coverage in Illinois
Lakeside Bank Retirement Plan covers 119 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $25M.
- #5,161
- in Finance & Insurance (8,549 peers)
- +9.0%
- assets growth YoY
Lakeside Bank Retirement Plan's outsized position by total assets
Lakeside Bank Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,832,953 Top 26% higher than 74% 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 Bank 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 Bank Retirement Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lakeside Bank Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lakeside Bank Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Lakeside Bank Retirement Plan reported participants fell from 124 in the plan year 2023 filing to 119 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 362583514 · Lakeside Bank PY 2024 · Defined Benefit (Pension)
Lakeside Bank Retirement Plan · $25M · 119 · 74th
- PHOTO $25M
- IND 119
- EOY 74th
- 5500 Defined Benefit (Pension)
- ASSETS near Nwi Nashville, LLC Pension Plan
- PCT ind #5161
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 Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 362583514 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 287 | $38M |
| 2023 | 2 | 295 | $45M |
| 2024 | 2 | 295 | $51M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Lakeside Bank Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Nwi Nashville, LLC Pension Plan in TN ($25M); by covered participants it is Signature Healthcare Retirement Plan in MA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Nwi Nashville, LLC Pension Plan (TN) $25M · 182
- Atapco Pension Plan (MD) $25M · 64
- Sun Federal Credit Union Defined Benefit Plan and Trust (OH) $25M · 123
- Bradford Hospital Retirement Plan (NY) $25M · 124
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Signature Healthcare Retirement Plan (MA) 119 · 0 off
- Indiana Gas Company, Inc. Bargaining Unit Retirement Plan (IN) 119 · 0 off
- Kbf Cpas LLP Cash Balance Plan (OR) 119 · 0 off
- Minerals Technologies Inc. Retirement Plan - Pc&e (NY) 119 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.