Profit Sharing · DOL Form 5500 · 2024

Learning First, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
27
Participants Small participant base
30th
Percentile by assets National rank
$81,481
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

$2M in assets, 27 participants

Learning First, Inc.'s Learning First, Inc. Retirement Plan reported $2M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #678 in Educational Services (3,638 peers)

2024 asset change

Learning First, Inc. Retirement Plan pulled back noticeably 12.0% in 2024 ($3M → $2M) for 27 participants.

#678
in Educational Services (3,638 peers)
-12.0%
assets change YoY

The plan reported a net loss of $300K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$2,200,000 30th percentile higher than 30% of 123,620 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 2024

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Learning First, Inc. Retirement Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Learning First, Inc. Retirement Plan reported net income fell from $100K in the plan year 2023 filing to -$300K in the plan year 2024 filing.
  • Learning First, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Learning First, Inc. Retirement Plan reported participants fell from 28 in the plan year 2023 filing to 27 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 471982313 · Learning First, Inc. PY 2024 · Profit Sharing

Learning First, Inc. Retirement Plan · $2M · 27 · 30th

  • EIN $2M
  • EIN 27
  • EIN 30th
  • EIN Profit Sharing
  • EIN near Vdkc Inc. Retirement Plan
  • EIN ind #678

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…$2MVdkc Inc. Retirement Plan$2MMurff & Wang, Md, PA 401(k) PlanMurff & Wang, Md, PA 401(k) …$2MMile High Glass Solutions Inc. Retirement PlanMile High Glass Solutions In…$2MJudge Legacy Inc. Retirement PlanJudge Legacy Inc. Retirement…$2M
End-of-year total assets ($M) among Learning First, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Learning First, Inc. years around the 2024 move

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

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$300K
Employer EIN471982313
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

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): 0.0022 · Participants: 27Learning First, Inc. Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg 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 Vdkc Inc. Retirement Plan in OH ($2M); by covered participants it is Periodontal Associates, Inc. Profit-Sharing Plan and Trust in OH (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Learning First, Inc. Retirement Plan pulled back noticeably - down 12.0% during 2024, from $3M to $2M. Reported net income was -$300K.
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 Vdkc Inc. Retirement Plan in OH ($2M, 65 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 Periodontal Associates, Inc. Profit-Sharing Plan and Trust in OH (27 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.