Profit Sharing · DOL Form 5500 · 2022

Joel R Lavender PA Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
51st
Percentile by assets National rank
$5.1M
Avg per participant High balance/head
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Official DOL plan name: Joel R. Lavender, P.a. Profit Sharing Plan · Sponsored by Joel R Lavender PA · Florida · Professional & Technical Services

$5M in assets, 1 participants

Joel R Lavender PA's Joel R. Lavender, P.a. Profit Sharing Plan reported $5M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,484 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Joel R. Lavender, P.a. Profit Sharing Plan holds $5M for 1 participant - about $5.1M per participant, above the median plan by assets.

#10,484
in Professional & Technical Services (21,562 peers)
+3.2%
assets growth YoY

Joel R. Lavender, P.a. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joel R. Lavender, P.a. Profit Sharing Plan vs every filed plan by assets

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

$5,051,158 Top 49% higher than 51% 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

Joel R. Lavender, P.a. 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. Joel R. Lavender, P.a. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 591851028 · Joel R Lavender PA PY 2022 · Profit Sharing

Joel R. Lavender, P.a. Profit Sharing Plan · $5M · 1 · 51st

  • EBSA $5M
  • EBSA 1
  • EBSA 51st
  • EBSA Profit Sharing
  • EBSA near Danziger & Markhoff LLP Profit Sharing Trust
  • EBSA ind #10484

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 Professional & Technical Services retirement plans → · Plans in Florida →

Joel R. Lavender, P.a. Profit Sharing Plan in the asset neighbourhood

Park Pictures, LLC Age Weighted Profit Sharing PlanPark Pictures, LLC Age Weigh…$5MJoel R. Lavender, P.a. Profit Sharing PlanJoel R. Lavender, P.a. Profi…$5MDanziger & Markhoff LLP Profit Sharing TrustDanziger & Markhoff LLP Prof…$5MLucian Pugliaresi Profit Sharing PlanLucian Pugliaresi Profit Sha…$5MNguoi Viet (Vietnamese People), Inc. Employee Stock Ownership PlanNguoi Viet (Vietnamese Peopl…$5M
End-of-year total assets ($M) among Joel R. Lavender, P.a. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$157K
Employer EIN591851028
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joel R Lavender PA)

Sponsor-wide plan assets over time

All Joel R Lavender PA plans reported in each filing year

Latest sponsor-wide plan assets
$5M 8.20002066852789% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M 202220232024 $5.05M $5.47M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 1 $5M
2023 1 1 $5M
2024 1 2 $5M

Nearby Profit Sharing Plans in Florida

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

Joel R. Lavender, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Joel R. Lavender, P.a. Profit Sharing Plan, Total assets ($B): 0.005051158 · Participants: 1Joel R. Lavender, P.a. 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
Joel R. Lavender, P.a. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Joel R. Lavender, P.a. Profit Sharing Plan side-by-side with 3 peers →

Joel R. Lavender, P.a. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Danziger & Markhoff LLP Profit Sharing Trust in NY ($5M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Joel R. Lavender, P.a. Profit Sharing Plan assets move in 2022? ▼
Joel R. Lavender, P.a. Profit Sharing Plan edged up modestly - up 3.2% during 2022, from $5M to $5M. Reported net income was $157K.
How have Joel R Lavender PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joel R Lavender PA's sponsor-wide assets grew 8.2%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Joel R. Lavender, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Danziger & Markhoff LLP Profit Sharing Trust in NY ($5M, 48 participants).
Which Profit Sharing plans cover a similar participant headcount to Joel R. Lavender, P.a. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 591851028.

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.