401(k) · DOL Form 5500 · 2023

Early Learning Coalition of Miami-Dade/Monroe 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
299
Participants Below avg headcount
62nd
Percentile by assets National rank
$39,421
Avg per participant Low balance/head
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Official DOL plan name: Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust · Sponsored by Early Learning Coalition of Miami-Dade/Monroe · Florida · Educational Services

$12M in assets, 299 participants

Early Learning Coalition of Miami-Dade/Monroe's Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust reported $12M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,686 in Educational Services (3,735 peers)

Coverage in Florida

Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust covers 299 participants in Florida, about 48% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#1,686
in Educational Services (3,735 peers)
+30.3%
assets growth YoY

Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust's mid-pack asset rank among Educational Services and all filers

Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust vs every filed plan by assets

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

$11,786,742 Top 38% higher than 62% 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

Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust sits mid-pack in the medium band (299 participants).

EBSA filing schedule strip

Filing strip 651122406 · Early Learning Coalition of Miami-Dade/Monroe PY 2023 · 401(k)

Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust · $12M · 299 · 62nd

  • BOY $12M
  • SCH 299
  • EBSA 62nd
  • PART 401(k)
  • TYPE near Meridian Group 401(k) Savings Plan
  • NET ind #1686

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 Florida →

Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust in the asset neighbourhood

Early Learning Coalition of Miami Dade-Monroe Retirement Plan & TrustEarly Learning Coalition of …$12MMeridian Group 401(k) Savings PlanMeridian Group 401(k) Saving…$12MHeart Institute of East Texas P. a. Employees Retirement PlanHeart Institute of East Texa…$12MIvx Health 401(k) Plan$12MHarlem Children's Zone, Inc. Profit Sharing PlanHarlem Children's Zone, Inc.…$12M
End-of-year total assets ($M) among Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN651122406
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Early Learning Coalition of Miami-Dade/Monroe)

Sponsor-wide plan assets over time

All Early Learning Coalition of Miami-Dade/Monroe plans reported in each filing year

Latest sponsor-wide plan assets
$14M 22.62990061206057% vs 2023
2024 filing year
$11M$12M$13M$14M$15M 20232024 $11.8M $14.5M ▲ +22.6%
Year Plans Participants Total Assets
2023 1 299 $12M
2024 1 301 $14M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust, Total assets ($B): 0.011786742 · Participants: 299Early Learning Coalition of Miami Dade-Monroe Retirement Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Meridian Group 401(k) Savings Plan in WI ($12M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust assets move in 2023?
Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust surged - up 30.3% during 2023, from $9M to $12M. Reported net income was $3M.
How have Early Learning Coalition of Miami-Dade/Monroe plan assets changed over time?
Across 2 plan years on file (2023-2024), Early Learning Coalition of Miami-Dade/Monroe's sponsor-wide assets grew 22.6%, from $12M to $14M.
Which 401(k) plans are similar in size to Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Meridian Group 401(k) Savings Plan in WI ($12M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Early Learning Coalition of Miami Dade-Monroe Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants, $15M in assets).