Profit Sharing · DOL Form 5500 · 2022

Lavender Retirement, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
31st
Percentile by assets National rank
$190,521
Avg per participant Above avg balance/head
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Official DOL plan name: Lavender Retirement, Inc. Profit Sharing Plan · Sponsored by Lavender Retirement, Inc. · Florida · Finance & Insurance

$2M in assets, 9 participants

Lavender Retirement, Inc.'s Lavender Retirement, Inc. Profit Sharing Plan reported $2M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,963 in Finance & Insurance (9,261 peers)

Lavender Retirement, Inc. multi-year trail

Lavender Retirement, Inc.'s plans moved -34.6% in assets from 2022 to 2024; this filing shows Lavender Retirement, Inc. Profit Sharing Plan at $2M / 9 participants.

#1,963
in Finance & Insurance (9,261 peers)
-33.9%
assets change YoY

The plan reported a net loss of $879K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lavender Retirement, Inc. Profit Sharing Plan among the smaller filed plans by assets

Lavender Retirement, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,714,685 31st percentile higher than 31% of 139,123 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 2022

Lavender Retirement, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lavender Retirement, Inc. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

DOL schedule card

Filing strip 273868708 · Lavender Retirement, Inc. PY 2022 · Profit Sharing

Lavender Retirement, Inc. Profit Sharing Plan · $2M · 9 · 31st

  • EOY $2M
  • EOY 9
  • EOY 31st
  • EOY Profit Sharing
  • EOY near Rebecca Lee Dds a Dental Corp Profit Sharing Plan
  • EOY ind #1963

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 Finance & Insurance retirement plans → · Plans in Florida →

Lavender Retirement, Inc. Profit Sharing Plan in the asset neighbourhood

Raymond Matta Pension Plan$2MJade Homes, Inc. Profit Sharing PlanJade Homes, Inc. Profit Shar…$2MLavender Retirement, Inc. Profit Sharing PlanLavender Retirement, Inc. Pr…$2MRebecca Lee Dds a Dental Corp Profit Sharing PlanRebecca Lee Dds a Dental Cor…$2MDirectv Puerto Rico Retirement Savings PlanDirectv Puerto Rico Retireme…$2M
End-of-year total assets ($M) among Lavender Retirement, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lavender Retirement, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lavender Retirement, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.6320752791329% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.71M $1.12M ▼ -34.5%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 13 $1M
2024 1 10 $1M

Lavender Retirement, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$879K
Employer EIN273868708
Plan Effective Date2010-11-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Lavender Retirement, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Lavender Retirement, Inc. Profit Sharing Plan, Total assets ($B): 0.001714685 · Participants: 9Lavender Retirement, Inc. Profit Sharing PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Lavender Retirement, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Lavender Retirement, Inc. Profit Sharing Plan side-by-side with 3 peers →

Lavender Retirement, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Rebecca Lee Dds a Dental Corp Profit Sharing Plan in CA ($2M); by covered participants it is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lavender Retirement, Inc. Profit Sharing Plan assets move in 2022? ▼
Lavender Retirement, Inc. Profit Sharing Plan contracted severely - down 33.9% during 2022, from $3M to $2M. Reported net income was -$879K.
How have Lavender Retirement, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lavender Retirement, Inc.'s sponsor-wide assets declined 34.6%, from $2M to $1M.
Which Profit Sharing plans are similar in size to Lavender Retirement, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rebecca Lee Dds a Dental Corp Profit Sharing Plan in CA ($2M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Lavender Retirement, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Best Bud's Incorporated Profit Sharing Plan in OH (9 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273868708.

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.