Profit Sharing · DOL Form 5500 · 2023
Learning First, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 28
- Participants
- 33rd
- Percentile by assets
- $89,286
- Avg per participant
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.
- 33rd percentile by assets (of 127,072 plans)
- #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.
- $3M
- total plan assets (2023 EOY)
- 28
- covered participants
- 33rd
- percentile by assets (of 127,072 plans)
- $89,286
- avg assets per participant
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.
Profit Sharing filing for Learning First, Inc. Retirement Plan
Profit Sharing filing for plan year 2023: EIN 471982313 ; effective since 2015-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $100K |
| Employer EIN | 471982313 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Learning First, Inc.)
| 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
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Learning First, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Learning First, Inc. Retirement Plan assets move in 2023? ▼
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Next read for Learning First, Inc. Retirement Plan
Filing takeaways
Ways to act on Learning First, Inc. Retirement Plan's numbers.
- By total assets, Learning First, Inc. Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Learning First, Inc.'s sponsor-wide assets have declined 8.3% since 2022 across 3 plan years on file. More Educational Services plans