Profit Sharing · DOL Form 5500 · 2023

Joel R Lavender PA Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
45th
Percentile by assets National rank
$5.3M
Avg per participant High balance/head
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Official DOL plan name: Joel R Lavender PA Profit Sharing Plan · Sponsored by Joel R Lavender PA · Florida · Professional & Technical Services

$5M in assets, 1 participants

Joel R Lavender PA's Joel R Lavender PA Profit Sharing Plan reported $5M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,824 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Joel R Lavender PA Profit Sharing Plan holds $5M for 1 participant - about $5.3M per participant, in the lower half of filed plans by assets.

#8,824
in Professional & Technical Services (20,321 peers)
+5.1%
assets growth YoY

Joel R Lavender PA Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joel R Lavender PA Profit Sharing Plan vs every filed plan by assets

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

$5,310,711 45th percentile higher than 45% 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

Joel R Lavender PA Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joel R Lavender PA Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joel R Lavender PA Profit Sharing Plan reported net income rose from $157K in the plan year 2022 filing to $260K in the plan year 2023 filing.
  • Joel R Lavender PA Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591851028 · Joel R Lavender PA PY 2023 · Profit Sharing

Joel R Lavender PA Profit Sharing Plan · $5M · 1 · 45th

  • BOY $5M
  • BOY 1
  • BOY 45th
  • BOY Profit Sharing
  • BOY near Anodyne, Inc. Profit Sharing Plan
  • BOY ind #8824

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 Professional & Technical Services retirement plans → · Plans in Florida →

Joel R Lavender PA Profit Sharing Plan in the asset neighbourhood

Joel R Lavender PA Profit Sharing PlanJoel R Lavender PA Profit Sh…$5MAnodyne, Inc. Profit Sharing PlanAnodyne, Inc. Profit Sharing…$5MHighland Resources, Inc. Retirement PlanHighland Resources, Inc. Ret…$5MSlayton & Clary Profit Sharing PlanSlayton & Clary Profit Shari…$5MDaniel R. Conlin Md & Robert J. Elsen Md, Amc Profit Sharing PlanDaniel R. Conlin Md & Robert…$5M
End-of-year total assets ($M) among Joel R Lavender PA Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$260K
Employer EIN591851028
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joel R Lavender PA)

Sponsor-wide plan assets over time

All Joel R Lavender PA plans reported in each filing year

Latest sponsor-wide plan assets
$5M 8.20002066852789% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M 202220232024 $5.05M $5.47M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 1 $5M
2023 1 1 $5M
2024 1 2 $5M

Nearby Profit Sharing Plans in Florida

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

Joel R Lavender PA Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Joel R Lavender PA Profit Sharing Plan, Total assets ($B): 0.005310711 · Participants: 1Joel R Lavender PA Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Joel R Lavender PA Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Joel R Lavender PA Profit Sharing Plan side-by-side with 3 peers →

Joel R Lavender PA Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Anodyne, Inc. Profit Sharing Plan in TX ($5M); 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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Joel R Lavender PA Profit Sharing Plan assets move in 2023? ▼
Joel R Lavender PA Profit Sharing Plan grew at a solid clip - up 5.1% during 2023, from $5M to $5M. Reported net income was $260K.
How have Joel R Lavender PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joel R Lavender PA's sponsor-wide assets grew 8.2%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Joel R Lavender PA Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Anodyne, Inc. Profit Sharing Plan in TX ($5M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Joel R Lavender PA Profit Sharing 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, $418K 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 591851028.

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.