401(k) · DOL Form 5500 · 2024
Lake Effect Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $912K
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $47,982
- Avg per participant Low balance/head
Official DOL plan name: Lake Effect Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Lake Effect Investments, Inc. · Connecticut · Food Services & Accommodation
$912K in assets, 19 participants
Lake Effect Investments, Inc.'s Lake Effect Investments, Inc. 401(k) Profit Sharing Plan reported $912K in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,072 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Lake Effect Investments, Inc. 401(k) Profit Sharing Plan ranks #2,072 of 3,672 2024 filers by assets (2146% of the sector average)-$912K for 19 participants.
- #2,072
- in Food Services & Accommodation (3,672 peers)
- -11.8%
- assets change YoY
The plan reported a net loss of $123K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lake Effect Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Lake Effect Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$911,657 22nd percentile higher than 22% 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
Lake Effect Investments, Inc. 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 Effect Investments, Inc. 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lake Effect Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from $262K in the plan year 2023 filing to -$123K in the plan year 2024 filing.
- Lake Effect Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $912K in the plan year 2024 filing.
- Lake Effect Investments, Inc. 401(k) Profit Sharing Plan reported participants fell from 21 in the plan year 2023 filing to 19 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 465535681 · Lake Effect Investments, Inc. PY 2024 · 401(k)
Lake Effect Investments, Inc. 401(k) Profit Sharing Plan · $912K · 19 · 22nd
- PCT $912K
- EIN 19
- RANK 22nd
- PHOTO 401(k)
- IND near Pdt Retail Holdings Inc. 401(k) Plan
- EOY ind #2072
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 Food Services & Accommodation retirement plans → · Plans in Connecticut →
Lake Effect Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $912K |
| Net Income | -$123K |
| Employer EIN | 465535681 |
| Plan Effective Date | 2014-04-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lake Effect Investments, Inc.)
Sponsor-wide plan assets over time
All Lake Effect Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $912K 18.021184487838728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $772K |
| 2023 | 1 | 21 | $1M |
| 2024 | 1 | 19 | $912K |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Lake Effect Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Pdt Retail Holdings Inc. 401(k) Plan in CA ($912K); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($912K here).
- Pdt Retail Holdings Inc. 401(k) Plan (CA) $912K · 16
- Plaisted Enterprises, Inc. 401(k) Profit Sharing Plan (NV) $912K · 1
- Achi 401(k) (RI) $912K · 1
- Snake River Sporting Club 401(k) Plan (GA) $912K · 24
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Handsome Holdings, Inc. 401(k) Plan (TX) 19 · 0 off
- American Interstate Bancorporation 401(k) Plan & Trust (NE) 19 · 0 off
- Wings South, Inc 401(k) Plan (SC) 19 · 0 off
- J&j Furniture, Inc. 401(k) Profit Sharing Plan (MD) 19 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.