401(k) · DOL Form 5500 · 2024

Lake Company of Wisconsin, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
133
Participants Small participant base
58th
Percentile by assets National rank
$82,221
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lake Company of Wisconsin, Inc. 401(k) Plan · Sponsored by Lake Company of Wisconsin, Inc. · Wisconsin · Retail Trade

$11M in assets, 133 participants

Lake Company of Wisconsin, Inc.'s Lake Company of Wisconsin, Inc. 401(k) Plan reported $11M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,515 in Retail Trade (8,048 peers)

Coverage in Wisconsin

Lake Company of Wisconsin, Inc. 401(k) Plan covers 133 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#5,515
in Retail Trade (8,048 peers)
+6.0%
assets growth YoY

Lake Company of Wisconsin, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Lake Company of Wisconsin, Inc. 401(k) Plan vs every filed plan by assets

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

$10,935,354 Top 42% higher than 58% 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 Company of Wisconsin, Inc. 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. Lake Company of Wisconsin, Inc. 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lake Company of Wisconsin, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $620K in the plan year 2024 filing.
  • Lake Company of Wisconsin, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Lake Company of Wisconsin, Inc. 401(k) Plan reported participants rose from 126 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391515567 · Lake Company of Wisconsin, Inc. PY 2024 · 401(k)

Lake Company of Wisconsin, Inc. 401(k) Plan · $11M · 133 · 58th

  • EIN $11M
  • RANK 133
  • PHOTO 58th
  • IND 401(k)
  • EOY near George Chiala Farms, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #5515

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 Retail Trade retirement plans → · Plans in Wisconsin →

Lake Company of Wisconsin, Inc. 401(k) Plan in the asset neighbourhood

Lake Company of Wisconsin, Inc. 401(k) PlanLake Company of Wisconsin, I…$11MGeorge Chiala Farms, Inc. 401(k) Profit Sharing PlanGeorge Chiala Farms, Inc. 40…$11MWestin Homes and Properties LP 401(k) Profit Sharing Plan and TrustWestin Homes and Properties …$11MUnique Carpets Ltd 401(k) Profit Sharing Plan & TrustUnique Carpets Ltd 401(k) Pr…$11MHennessy Advisors, Inc. Retirement TrustHennessy Advisors, Inc. Reti…$11M
End-of-year total assets ($M) among Lake Company of Wisconsin, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$620K
Employer EIN391515567
Plan Effective Date1978-03-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Lake Company of Wisconsin, Inc.)

Sponsor-wide plan assets over time

All Lake Company of Wisconsin, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 23.77714180156637% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.83M $10.9M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 109 $9M
2023 1 126 $10M
2024 1 133 $11M

Nearby 401(k) Plans in Wisconsin

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

Lake Company of Wisconsin, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lake Company of Wisconsin, Inc. 401(k) Plan, Total assets ($B): 0.010935354 · Participants: 133Lake Company of Wisconsin, Inc. 401(k) 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 Company of Wisconsin, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lake Company of Wisconsin, Inc. 401(k) Plan side-by-side with 3 peers →

Lake Company of Wisconsin, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is George Chiala Farms, Inc. 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Company of Wisconsin, Inc. 401(k) Plan assets move in 2024? ▼
Lake Company of Wisconsin, Inc. 401(k) Plan grew at a solid clip - up 6.0% during 2024, from $10M to $11M. Reported net income was $620K.
How have Lake Company of Wisconsin, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lake Company of Wisconsin, Inc.'s sponsor-wide assets grew 23.8%, from $9M to $11M.
Which 401(k) plans are similar in size to Lake Company of Wisconsin, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is George Chiala Farms, Inc. 401(k) Profit Sharing Plan in CA ($11M, 353 participants).
Which 401(k) plans cover a similar participant headcount to Lake Company of Wisconsin, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 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 391515567.

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.