Profit Sharing · DOL Form 5500 · 2022

Learning Foundation Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
26th
Percentile by assets National rank
$83,208
Avg per participant Below avg balance/head
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Official DOL plan name: Learning Foundation Management, Inc. Profit Sharing Plan · Sponsored by Learning Foundation Management, Inc. · Florida · Healthcare & Social Assistance

$1M in assets, 13 participants

Learning Foundation Management, Inc.'s Learning Foundation Management, Inc. Profit Sharing Plan reported $1M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,685 in Healthcare & Social Assistance (20,060 peers)

Learning Foundation Management, Inc. multi-year trail

Learning Foundation Management, Inc.'s plans moved +10.1% in assets from 2022 to 2024; this filing shows Learning Foundation Management, Inc. Profit Sharing Plan at $1M / 13 participants.

#4,685
in Healthcare & Social Assistance (20,060 peers)
+3.8%
assets growth YoY

Learning Foundation Management, Inc. Profit Sharing Plan among the smaller filed plans by assets

Learning Foundation Management, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,081,705 26th percentile higher than 26% 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

Learning Foundation Management, Inc. Profit Sharing 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 Foundation Management, Inc. Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

DOL schedule card

Filing strip 264420224 · Learning Foundation Management, Inc. PY 2022 · Profit Sharing

Learning Foundation Management, Inc. Profit Sharing Plan · $1M · 13 · 26th

  • PCT $1M
  • EIN 13
  • RANK 26th
  • PHOTO Profit Sharing
  • IND near C C & D Management Consulting Group Corp.
  • EOY ind #4685

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Learning Foundation Management, Inc. Profit Sharing Plan in the asset neighbourhood

Learning Foundation Management, Inc. Profit Sharing PlanLearning Foundation Manageme…$1MC C & D Management Consulting Group Corp.C C & D Management Consultin…$1MEastern Montana Community Mental Health Center 403(b) Retirement PlanEastern Montana Community Me…$1MPuerto Rico Dental Care Professional Corporation Retirement PlanPuerto Rico Dental Care Prof…$1MSmc Ventures Inc. Retirement PlanSmc Ventures Inc. Retirement…$1M
End-of-year total assets ($M) among Learning Foundation Management, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Learning Foundation Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Learning Foundation Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 10.137606833656127% vs 2022
2024 filing year
$1.05M$1.1M$1.15M$1.2M$1.25M 202220232024 $1.08M $1.19M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 13 $1M
2023 1 17 $1M
2024 1 19 $1M

Learning Foundation Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$40K
Employer EIN264420224
Plan Effective Date2009-03-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Learning Foundation Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Learning Foundation Management, Inc. Profit Sharing Plan, Total assets ($B): 0.001081705 · Participants: 13Learning Foundation Management, 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
Learning Foundation Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Learning Foundation Management, Inc. Profit Sharing Plan side-by-side with 3 peers →

Learning Foundation Management, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is C C & D Management Consulting Group Corp. in PR ($1M); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Learning Foundation Management, Inc. Profit Sharing Plan assets move in 2022? ▼
Learning Foundation Management, Inc. Profit Sharing Plan edged up modestly - up 3.8% during 2022, from $1M to $1M. Reported net income was $40K.
How have Learning Foundation Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Learning Foundation Management, Inc.'s sponsor-wide assets grew 10.1%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Learning Foundation Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is C C & D Management Consulting Group Corp. in PR ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Learning Foundation Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Act Two, Inc., Profit Sharing Plan in AR (13 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 264420224.

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.