Profit Sharing · DOL Form 5500 · 2022

Lmfm Roth Inc. Profit Sharing Plan

Data updated 2026-08-25

$310K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$155,000
Avg per participant Above avg balance/head
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Official DOL plan name: Lmfm Roth Inc. Retirement Plan · Sponsored by Lmfm Roth Inc. · Florida · Wholesale Trade

$310K in assets, 2 participants

Lmfm Roth Inc.'s Lmfm Roth Inc. Retirement Plan reported $310K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #452 in Wholesale Trade (6,843 peers)

Lmfm Roth Inc. multi-year trail

Lmfm Roth Inc.'s plans moved -59.7% in assets from 2022 to 2024; this filing shows Lmfm Roth Inc. Retirement Plan at $310K / 2 participants.

#452
in Wholesale Trade (6,843 peers)
-4.6%
assets change YoY

The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lmfm Roth Inc. Retirement Plan among the smaller filed plans by assets

Lmfm Roth Inc. Retirement Plan vs every filed plan by assets

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

$310,000 14th percentile higher than 14% 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

Lmfm Roth Inc. Retirement 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. Lmfm Roth Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 851214969 · Lmfm Roth Inc. PY 2022 · Profit Sharing

Lmfm Roth Inc. Retirement Plan · $310K · 2 · 14th

  • EOY $310K
  • EOY 2
  • EOY 14th
  • EOY Profit Sharing
  • EOY near Transition Id Corp. Retirement Plan
  • EOY ind #452

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 Wholesale Trade retirement plans → · Plans in Florida →

Lmfm Roth Inc. Retirement Plan in the asset neighbourhood

Lmfm Roth Inc. Retirement PlanLmfm Roth Inc. Retirement Pl…$310KTransition Id Corp. Retirement PlanTransition Id Corp. Retireme…$310KAlan R Miller PC Profit Sharing Plan & TrustAlan R Miller PC Profit Shar…$310KSimon Group Profit-Sharing PlanSimon Group Profit-Sharing P…$310KHighway 52 Enterprises, Inc. Profit Sharing PlanHighway 52 Enterprises, Inc.…$310K
End-of-year total assets ($M) among Lmfm Roth Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lmfm Roth Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lmfm Roth Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$125K 59.67741935483871% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M 202220232024 $0.31M $0.13M ▼ -58.1%
Year Plans Participants Total Assets
2022 1 2 $310K
2023 1 2 $150K
2024 1 2 $125K

Lmfm Roth Inc. filing trail (2022)

Total Assets (Beginning of Year)$325K
Net Assets (End of Year)$310K
Net Income-$15K
Employer EIN851214969
Plan Effective Date2020-06-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Lmfm Roth Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Lmfm Roth Inc. Retirement Plan, Total assets ($B): 0.00031 · Participants: 2Lmfm Roth Inc. Retirement 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
Lmfm Roth Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Lmfm Roth Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Transition Id Corp. Retirement Plan in OH ($310K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($310K here).

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 Lmfm Roth Inc. Retirement Plan assets move in 2022? ▼
Lmfm Roth Inc. Retirement Plan edged down modestly - down 4.6% during 2022, from $325K to $310K. Reported net income was -$15K.
How have Lmfm Roth Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lmfm Roth Inc.'s sponsor-wide assets declined 59.7%, from $310K to $125K.
Where does Lmfm Roth Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lmfm Roth Inc. Retirement Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lmfm Roth Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Transition Id Corp. Retirement Plan in OH ($310K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Lmfm Roth Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 851214969.

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.