Filings through Sep 24, 2026.

Retirement plan

Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division

Name: LAKESIDE FOODS, INC. - LAKESIDE FOODS PENSION PLAN FOR UNITED FOOD & COMMERCIAL WORKERS - OWATONNA DIVISION (2026) Form 5500
Creator: LAKESIDE FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAKESIDE FOODS PENSION PLAN FOR UNITED FOOD & COMMERCIAL WORKERS - OWATONNA DIVISION, LAKESIDE FOODS, INC.

Lakeside Foods, Inc.EIN 39-0417640Plan #002PY 2026

P.O. BOX 1327, 2400 S 44TH ST - MANITOWOC, WI 542211327920-684-3356lakesidefoods.comLinkedIn1001-5000 employeesfood production

Prospect flagsLow employer contributionLow participant contribution

Top hat statement on fileNQDC

Filed July 28, 2022

Plan administrator

Lakeside Foods, Inc.

Manitowoc, WI 54221

Email Phone

Street address, email and phone are on Pro, free for 7 days.

Plans declared (1)

Stock Appreciation Right Unit Plan9 emp

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How to read this page

Total assets (EOY)

$2.3M

-5.8% from 2025

Total participants

-10.7% from 2025

Average account balance

No prior year

Annual return

9.55%

-0.61 pp from 2025

Benchmarks

See 859 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Participants<25

Cohort859 peers

Snapshot2026

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Analytics

See the 10-year trajectory with Solo.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment

Actuary	Schedule	Address, phone
Anthony L. Urdahl Usi Consulting Group Schedule SB	Schedule SB	Pro

See the address, phone and enrollment number for 1 actuary disclosure with Solo.

Plan features & details

Pension benefit codes1B1I

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$483K

$53646 / participant

Other / not subdivided$483K100.0%

% of EOY assets

21.324%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Actuary

Address, phone

Anthony L. Urdahl

Usi Consulting Group

Schedule SB

Pro

Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Lakeside Foods Pension Plan for United Food & Commercial Workers - Owatonna Division

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion