401(k) · DOL Form 5500 · 2024

Lakeside Manufacturing, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
141
Participants Small participant base
60th
Percentile by assets National rank
$84,586
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeside Manufacturing Retirement Plan · Sponsored by Lakeside Manufacturing, Inc. · Wisconsin · Manufacturing

$12M in assets, 141 participants

Lakeside Manufacturing, Inc.'s Lakeside Manufacturing Retirement Plan reported $12M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,221 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Lakeside Manufacturing Retirement Plan covers 141 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#8,221
in Manufacturing (17,777 peers)
+3.8%
assets growth YoY

Lakeside Manufacturing Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Lakeside Manufacturing Retirement Plan vs every filed plan by assets

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

$11,926,615 Top 40% higher than 60% 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 Manufacturing 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 Manufacturing Retirement Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeside Manufacturing Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $440K in the plan year 2024 filing.
  • Lakeside Manufacturing Retirement Plan reported participants rose from 118 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Lakeside Manufacturing Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390861074 · Lakeside Manufacturing, Inc. PY 2024 · 401(k)

Lakeside Manufacturing Retirement Plan · $12M · 141 · 60th

  • 5500 $12M
  • ASSETS 141
  • PCT 60th
  • EIN 401(k)
  • RANK near Jupiter Island Holdings, Inc. 401(k) Plan
  • PHOTO ind #8221

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 Manufacturing retirement plans → · Plans in Wisconsin →

Lakeside Manufacturing Retirement Plan in the asset neighbourhood

Lakeside Manufacturing Retirement PlanLakeside Manufacturing Retir…$12MJupiter Island Holdings, Inc. 401(k) PlanJupiter Island Holdings, Inc…$12MWagner Motor Sales and Subsidiaries 401(k) PlanWagner Motor Sales and Subsi…$12MKimbrell's Employees Profit Sharing Plan and TrustKimbrell's Employees Profit …$12MTaurus/Nfs 401(k) Plan$12M
End-of-year total assets ($M) among Lakeside Manufacturing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$440K
Employer EIN390861074
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside Manufacturing, Inc.)

Sponsor-wide plan assets over time

All Lakeside Manufacturing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 11.672484149219601% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $13.6M $12M ▼ -11.7%
Year Plans Participants Total Assets
2022 2 143 $14M
2023 2 128 $15M
2024 2 151 $12M

Nearby 401(k) Plans in Wisconsin

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

Lakeside Manufacturing Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lakeside Manufacturing Retirement Plan, Total assets ($B): 0.011926615 · Participants: 141Lakeside Manufacturing Retirement 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
Lakeside Manufacturing Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest 401(k) by assets is Jupiter Island Holdings, Inc. 401(k) Plan in FL ($12M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Manufacturing Retirement Plan assets move in 2024?
Lakeside Manufacturing Retirement Plan edged up modestly - up 3.8% during 2024, from $11M to $12M. Reported net income was $440K.
How have Lakeside Manufacturing, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lakeside Manufacturing, Inc.'s sponsor-wide assets declined 11.7%, from $14M to $12M.
Which 401(k) plans are similar in size to Lakeside Manufacturing Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Jupiter Island Holdings, Inc. 401(k) Plan in FL ($12M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Lakeside Manufacturing Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants, N/A in assets).