Profit Sharing · DOL Form 5500 · 2023

Learning First, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
28
Participants Small participant base
33rd
Percentile by assets National rank
$89,286
Avg per participant Below avg balance/head
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Official DOL plan name: Learning First, Inc. Retirement Plan · Sponsored by Learning First, Inc. · New Jersey · Educational Services

$3M in assets, 28 participants

Learning First, Inc.'s Learning First, Inc. Retirement Plan reported $3M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #806 in Educational Services (3,735 peers)

What the 2023 filing shows

Learning First, Inc. Retirement Plan holds $3M for 28 participants - about $89,286 per participant, in the lower half of filed plans by assets.

#806
in Educational Services (3,735 peers)
+4.2%
assets growth YoY

Learning First, Inc. Retirement Plan among the smaller filed plans by assets

Learning First, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,500,000 33rd percentile higher than 33% of 127,068 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 2023

Learning First, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Learning First, Inc. Retirement Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Learning First, Inc. Retirement Plan reported net income fell from $300K in the plan year 2022 filing to $100K in the plan year 2023 filing.
  • Learning First, Inc. Retirement Plan reported participants rose from 25 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Learning First, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471982313 · Learning First, Inc. PY 2023 · Profit Sharing

Learning First, Inc. Retirement Plan · $3M · 28 · 33rd

  • PCT $3M
  • EIN 28
  • RANK 33rd
  • PHOTO Profit Sharing
  • IND near Herring Partners Retirement Plan
  • EOY ind #806

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. Retirement PlanLearning First, Inc. Retirem…$3MHerring Partners Retirement PlanHerring Partners Retirement …$3MJd & Sd Inc. Retirement Plan$3MEmpire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Tri-City Highway Products, Inc.Empire State Highway Contrac…$2MSaint Jacques @ the Burke Manor Inn, Inc. Profit Sharing PlanSaint Jacques @ the Burke Ma…$3M
End-of-year total assets ($M) among Learning First, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$100K
Employer EIN471982313
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Learning First, Inc.)

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
$2.1M$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.4M $2.2M ▼ -8.3%
Year Plans Participants Total Assets
2022 1 25 $2M
2023 1 28 $3M
2024 1 27 $2M

Nearby Profit Sharing Plans in New Jersey

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

Learning First, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Learning First, Inc. Retirement Plan, Total assets ($B): 0.0025 · Participants: 28Learning First, Inc. Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Learning First, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Learning First, Inc. Retirement Plan side-by-side with 3 peers →

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 Herring Partners Retirement Plan in CA ($3M); by covered participants it is A.G. Mauro Company of Florida Profit Sharing Plan in FL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Learning First, Inc. Retirement Plan assets move in 2023? ▼
Learning First, Inc. Retirement Plan edged up modestly - up 4.2% during 2023, from $2M to $3M. Reported net income was $100K.
How have Learning First, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Learning First, Inc.'s sponsor-wide assets declined 8.3%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Learning First, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Herring Partners Retirement Plan in CA ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Learning First, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A.G. Mauro Company of Florida Profit Sharing Plan in FL (28 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471982313.

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.