Profit Sharing · DOL Form 5500 · 2022
Learning First, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $96,000
- Avg per participant Below avg balance/head
Official DOL plan name: Learning First, Inc. Retirement Plan · Sponsored by Learning First, Inc. · New Jersey · Educational Services
$2M in assets, 25 participants
Learning First, Inc.'s Learning First, Inc. Retirement Plan reported $2M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #1,003 in Educational Services (4,024 peers)
2022 asset change
Learning First, Inc. Retirement Plan grew at a solid clip 14.3% in 2022 ($2M → $2M) for 25 participants.
- #1,003
- in Educational Services (4,024 peers)
- +14.3%
- assets growth YoY
Learning First, Inc. Retirement Plan's mid-pack asset rank among Educational Services and all filers
Learning First, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,400,000 37th percentile higher than 37% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Learning First, Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Learning First, Inc. Retirement Plan is a small filing (25 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 471982313 · Learning First, Inc. PY 2022 · Profit Sharing
Learning First, Inc. Retirement Plan · $2M · 25 · 37th
- EOY $2M
- 5500 25
- ASSETS 37th
- PCT Profit Sharing
- EIN near Lawrence L Jeckel Md PC Keogh Plan
- RANK ind #1003
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 New Jersey →
Learning First, Inc. Retirement Plan in the asset neighbourhood
Learning First, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Learning First, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 8.333333333333332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $2M |
| 2023 | 1 | 28 | $3M |
| 2024 | 1 | 27 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $300K |
| Employer EIN | 471982313 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Learning First, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Lawrence L Jeckel Md PC Keogh Plan in IL ($2M); by covered participants it is Bay Country Enterprises, Inc. Profit Sharing Plan in MD (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 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.