ESOP · DOL Form 5500 · 2024

Lakeview Professional Services, Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
36
Participants Small participant base
29th
Percentile by assets National rank
$55,483
Avg per participant Low balance/head
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Official DOL plan name: Lakeview Professional Services, Inc ESOP · Sponsored by Lakeview Professional Services, Inc · California · Professional & Technical Services

$2M in assets, 36 participants

Lakeview Professional Services, Inc's Lakeview Professional Services, Inc ESOP reported $2M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,075 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Lakeview Professional Services, Inc ESOP holds $2M for 36 participants - about $55,483 per participant, in the lower half of filed plans by assets.

#5,075
in Professional & Technical Services (20,173 peers)
+0.0%
assets growth YoY

Lakeview Professional Services, Inc ESOP among the smaller filed plans by assets

Lakeview Professional Services, Inc ESOP vs every filed plan by assets

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

$1,997,395 29th percentile higher than 29% 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

Lakeview Professional Services, Inc ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeview Professional Services, Inc ESOP is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lakeview Professional Services, Inc ESOP reported net income fell from $195K in the plan year 2023 filing to $107K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953791313 · Lakeview Professional Services, Inc PY 2024 · ESOP

Lakeview Professional Services, Inc ESOP · $2M · 36 · 29th

  • VS-ST $2M
  • VS-ST 36
  • VS-ST 29th
  • VS-ST ESOP
  • VS-ST near Key Construction Employee Stock Ownership Plan
  • VS-ST ind #5075

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 What is an ESOP? → · Plans in California →

Lakeview Professional Services, Inc ESOP in the asset neighbourhood

Lakeview Professional Services, Inc ESOPLakeview Professional Servic…$2MKey Construction Employee Stock Ownership PlanKey Construction Employee St…$2MRuston Paving Employee Stock Ownership PlanRuston Paving Employee Stock…$2MAllied Construction Holdings, Inc. Employee Stock Ownership PlanAllied Construction Holdings…$2MSol Lewis Engineering Company Employee Stock Ownership PlanSol Lewis Engineering Compan…$2M
End-of-year total assets ($M) among Lakeview Professional Services, Inc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$107K
Employer EIN953791313
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeview Professional Services, Inc)

Sponsor-wide plan assets over time

All Lakeview Professional Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.8454034206279473% vs 2022
2024 filing year
$1.99M$2M$2.01M$2.02M$2.03M$2.04M 202220232024 $2.03M $2M ▼ -1.5%
Year Plans Participants Total Assets
2022 1 36 $2M
2023 1 36 $2M
2024 1 36 $2M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lakeview Professional Services, Inc ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Lakeview Professional Services, Inc ESOP, Total assets ($B): 0.001997395 · Participants: 36Lakeview Professional Services, Inc ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Lakeview Professional Services, Inc ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Lakeview Professional Services, Inc ESOP side-by-side with 3 peers →

Lakeview Professional Services, Inc ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Key Construction Employee Stock Ownership Plan in KS ($2M); by covered participants it is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Lakeview Professional Services, Inc ESOP assets move in 2024? ▼
Lakeview Professional Services, Inc ESOP held essentially flat - up 0.0% during 2024, from $2M to $2M. Reported net income was $107K.
How have Lakeview Professional Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lakeview Professional Services, Inc's sponsor-wide assets declined 1.8%, from $2M to $2M.
Which ESOP plans are similar in size to Lakeview Professional Services, Inc ESOP? ▼
Among ESOP plans in other states, the closest by assets is Key Construction Employee Stock Ownership Plan in KS ($2M, 112 participants).
Which ESOP plans cover a similar participant headcount to Lakeview Professional Services, Inc ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is First Harrison Bank Employee Stock Ownership Plan in IN (36 participants, $2M 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 953791313.

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.