Defined Benefit (Pension) · DOL Form 5500 · 2024

Oldenburg Group Incorporated Pension Plan

Data updated 2026-08-25

$279K
Total assets Small plan by assets
N/A
Participants Small participant base
13th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lake Shore, Inc. Truck Drivers Pension Plan · Sponsored by Oldenburg Group Incorporated · Wisconsin · Manufacturing

$279K in assets, N/A participants

Oldenburg Group Incorporated's Lake Shore, Inc. Truck Drivers Pension Plan reported $279K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #871 in Manufacturing (17,777 peers)

Oldenburg Group Incorporated multi-year trail

Oldenburg Group Incorporated's plans moved -14.9% in assets from 2022 to 2024; this filing shows Lake Shore, Inc. Truck Drivers Pension Plan at $279K / N/A participants.

#871
in Manufacturing (17,777 peers)
-10.5%
assets change YoY

The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lake Shore, Inc. Truck Drivers Pension Plan among the smaller filed plans by assets

Lake Shore, Inc. Truck Drivers Pension Plan vs every filed plan by assets

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

$279,277 13th percentile higher than 13% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lake Shore, Inc. Truck Drivers Pension Plan reported net income fell from -$7K in the plan year 2023 filing to -$33K in the plan year 2024 filing.
  • Lake Shore, Inc. Truck Drivers Pension Plan end-of-year assets fell from $312K in the plan year 2023 filing to $279K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390943085 · Oldenburg Group Incorporated PY 2024 · Defined Benefit (Pension)

Lake Shore, Inc. Truck Drivers Pension Plan · $279K · N/A · 13th

  • TYPE $279K
  • TYPE N/A
  • TYPE 13th
  • TYPE Defined Benefit (Pension)
  • TYPE near Stevens Institute of Technology No. 660 Pension Plan
  • TYPE ind #871

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 →

Lake Shore, Inc. Truck Drivers Pension Plan in the asset neighbourhood

Lake Shore, Inc. Truck Drivers Pension PlanLake Shore, Inc. Truck Drive…$279KStevens Institute of Technology No. 660 Pension PlanStevens Institute of Technol…$279KAustin Retina Associates Cash Balance PlanAustin Retina Associates Cas…$278KThe Homestead Retirement Plan$281KScott a. Recksiedler, D.M.D., a Dental Corporation Cash Balance PlanScott a. Recksiedler, D.M.D.…$281K
End-of-year total assets ($M) among Lake Shore, Inc. Truck Drivers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oldenburg Group Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Oldenburg Group Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.936878873740136% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $23.2M $19.8M ▼ -14.9%
Year Plans Participants Total Assets
2022 3 77 $23M
2023 3 80 $24M
2024 2 78 $20M

Oldenburg Group Incorporated filing trail (2024)

Total Assets (Beginning of Year)$312K
Net Assets (End of Year)$279K
Net Income-$33K
Employer EIN390943085
Plan Effective Date1967-11-30
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lake Shore, Inc. Truck Drivers Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Lake Shore, Inc. Truck Drivers Pension Plan, Total assets ($B): 0.000279277 · Participants: 0Lake Shore, Inc. Truck Drivers Pension PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Lake Shore, Inc. Truck Drivers Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Lake Shore, Inc. Truck Drivers Pension Plan side-by-side with 3 peers →

Lake Shore, Inc. Truck Drivers Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Wisconsin, the nearest Defined Benefit (Pension) by end-of-year assets is Stevens Institute of Technology No. 660 Pension Plan in NJ at $279K (this filing: $279K).

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 Shore, Inc. Truck Drivers Pension Plan assets move in 2024? ▼
Lake Shore, Inc. Truck Drivers Pension Plan pulled back noticeably - down 10.5% during 2024, from $312K to $279K. Reported net income was -$33K.
How have Oldenburg Group Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oldenburg Group Incorporated's sponsor-wide assets declined 14.9%, from $23M to $20M.
Where does Lake Shore, Inc. Truck Drivers Pension Plan rank by assets among Form 5500 filers? ▼
Lake Shore, Inc. Truck Drivers Pension Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Lake Shore, Inc. Truck Drivers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Stevens Institute of Technology No. 660 Pension Plan in NJ ($279K, 4 participants).

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 390943085.

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.