Profit Sharing · DOL Form 5500 · 2022

Learning and Growing Upstate Inc. Profit Sharing Plan

Data updated 2026-08-25

$33
Total assets Small plan by assets
1
Participants Small participant base
0th
Percentile by assets National rank
$33
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Learning and Growing Upstate Inc. Retirement Plan · Sponsored by Learning and Growing Upstate Inc. · South Carolina · Healthcare & Social Assistance

$33 in assets, 1 participants

Learning and Growing Upstate Inc.'s Learning and Growing Upstate Inc. Retirement Plan reported $33 in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 0th 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.

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

2022 asset change

Learning and Growing Upstate Inc. Retirement Plan contracted severely 100.0% in 2022 ($171K → $33) for 1 participant.

#12
in Healthcare & Social Assistance (20,060 peers)
-100.0%
assets change YoY

The plan reported a net loss of $171K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Learning and Growing Upstate Inc. Retirement Plan among the smaller filed plans by assets

Learning and Growing Upstate Inc. Retirement Plan vs every filed plan by assets

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

$33 0th percentile higher than 0% 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 and Growing Upstate 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. Learning and Growing Upstate Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 833413099 · Learning and Growing Upstate Inc. PY 2022 · Profit Sharing

Learning and Growing Upstate Inc. Retirement Plan · $33 · 1 · 0th

  • RANK $33
  • RANK 1
  • RANK 0th
  • RANK Profit Sharing
  • RANK near Ksaran Corporation Retirement Plan
  • RANK ind #12

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 South Carolina →

Learning and Growing Upstate Inc. Retirement Plan in the asset neighbourhood

Learning and Growing Upstate Inc. Retirement PlanLearning and Growing Upstate…$33Ksaran Corporation Retirement PlanKsaran Corporation Retiremen…$33Big Silver, Inc. Retirement PlanBig Silver, Inc. Retirement …$34Sammon Enterprises, Inc. Profit Sharing PlanSammon Enterprises, Inc. Pro…$41Tr Health Care Advisors Inc. Retirement PlanTr Health Care Advisors Inc.…$24
End-of-year total assets ($M) among Learning and Growing Upstate Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Learning and Growing Upstate Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Learning and Growing Upstate Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M 20222023 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $33
2023 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$171K
Net Assets (End of Year)$33
Net Income-$171K
Employer EIN833413099
Plan Effective Date2019-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

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

Learning and Growing Upstate Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Learning and Growing Upstate Inc. Retirement Plan, Total assets ($B): 3.3e-8 · Participants: 1Learning and Growing Upstate Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.580787343 · Participants: 27548Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.646014747 · Participants: 2372Uma Retirement PlanScansource, Inc. 401(k) Plan, Total assets ($B): 0.193116292 · Participants: 1547Scansource, Inc. 401(k) PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.190880155 · Participants: 2107Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.038245098 · Participants: 200Usc School of Medicine Educational Trust Retirement Plan
Learning and Growing Upstate Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Learning and Growing Upstate Inc. Retirement Plan side-by-side with 3 peers →

Learning and Growing Upstate Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Ksaran Corporation Retirement Plan in AZ ($33); 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 Learning and Growing Upstate Inc. Retirement Plan assets move in 2022? ▼
Learning and Growing Upstate Inc. Retirement Plan contracted severely - down 100.0% during 2022, from $171K to $33. Reported net income was -$171K.
Where does Learning and Growing Upstate Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Learning and Growing Upstate Inc. Retirement Plan ranks in the 0th 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 Learning and Growing Upstate Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ksaran Corporation Retirement Plan in AZ ($33, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Learning and Growing Upstate Inc. Retirement 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 833413099.

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.