Other · DOL Form 5500 · 2023

Lakeside Educational Network Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
368
Participants Below avg headcount
54th
Percentile by assets National rank
$22,053
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeside Educational Network 403(b) Retirement Plan · Sponsored by Lakeside Educational Network · Pennsylvania · Educational Services

$8M in assets, 368 participants

Lakeside Educational Network's Lakeside Educational Network 403(b) Retirement Plan reported $8M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,399 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Lakeside Educational Network 403(b) Retirement Plan covers 368 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#1,399
in Educational Services (3,735 peers)
+29.7%
assets growth YoY

Lakeside Educational Network 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Lakeside Educational Network 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,115,349 Top 46% higher than 54% of 127,068 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 2023

Lakeside Educational Network 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lakeside Educational Network 403(b) Retirement Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeside Educational Network 403(b) Retirement Plan reported net income rose from $199K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lakeside Educational Network 403(b) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Lakeside Educational Network 403(b) Retirement Plan reported participants rose from 330 in the plan year 2022 filing to 368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 236050758 · Lakeside Educational Network PY 2023 · Other

Lakeside Educational Network 403(b) Retirement Plan · $8M · 368 · 54th

  • ASSETS $8M
  • PCT 368
  • EIN 54th
  • RANK Other
  • PHOTO near Williamsburg Landing, Inc. 403(b) Retirement Plan
  • IND ind #1399

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 Educational Services retirement plans → · Plans in Pennsylvania →

Lakeside Educational Network 403(b) Retirement Plan in the asset neighbourhood

Lakeside Educational Network 403(b) Retirement PlanLakeside Educational Network…$8MWilliamsburg Landing, Inc. 403(b) Retirement PlanWilliamsburg Landing, Inc. 4…$8MMount Prospect Academy, Inc. 403(b) PlanMount Prospect Academy, Inc.…$8MThe Maryhaven Retirement Plan$8M403(b) Thrift Plan of Achievekids403(b) Thrift Plan of Achiev…$8M
End-of-year total assets ($M) among Lakeside Educational Network 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN236050758
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lakeside Educational Network)

Sponsor-wide plan assets over time

All Lakeside Educational Network plans reported in each filing year

Latest sponsor-wide plan assets
$8M 29.70255839480688% vs 2022
2023 filing year
$6M$7M$8M$9M 20222023 $6.26M $8.12M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 330 $6M
2023 1 368 $8M

Nearby Other Plans in Pennsylvania

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

Lakeside Educational Network 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Lakeside Educational Network 403(b) Retirement Plan, Total assets ($B): 0.008115349 · Participants: 368Lakeside Educational Network 403(b) Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Lakeside Educational Network 403(b) Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Lakeside Educational Network 403(b) Retirement Plan side-by-side with 3 peers →

Lakeside Educational Network 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA ($8M); by covered participants it is Apla Health & Wellness 403(b) Plan in CA (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (368 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lakeside Educational Network 403(b) Retirement Plan assets move in 2023? ▼
Lakeside Educational Network 403(b) Retirement Plan grew sharply - up 29.7% during 2023, from $6M to $8M. Reported net income was $2M.
How have Lakeside Educational Network plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lakeside Educational Network's sponsor-wide assets grew 29.7%, from $6M to $8M.
Which Other plans are similar in size to Lakeside Educational Network 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA ($8M, 362 participants).
Which Other plans cover a similar participant headcount to Lakeside Educational Network 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Apla Health & Wellness 403(b) Plan in CA (368 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 236050758.

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.