Other · DOL Form 5500 · 2023

Learning Disabilities Association Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
24th
Percentile by assets National rank
$151,051
Avg per participant Above avg balance/head
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Official DOL plan name: Learning Disabilities Association Tax Deferred Annuity Plan · Sponsored by Learning Disabilities Association · Minnesota · Educational Services

$1M in assets, 7 participants

Learning Disabilities Association's Learning Disabilities Association Tax Deferred Annuity Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

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

Learning Disabilities Association multi-year trail

Learning Disabilities Association's plans moved -11.2% in assets from 2023 to 2024; this filing shows Learning Disabilities Association Tax Deferred Annuity Plan at $1M / 7 participants.

#592
in Educational Services (3,735 peers)
+5.0%
assets growth YoY

Learning Disabilities Association Tax Deferred Annuity Plan among the smaller filed plans by assets

Learning Disabilities Association Tax Deferred Annuity Plan vs every filed plan by assets

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

$1,057,357 24th percentile higher than 24% 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 Disabilities Association Tax Deferred Annuity 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. Learning Disabilities Association Tax Deferred Annuity Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 237297031 · Learning Disabilities Association PY 2023 · Other

Learning Disabilities Association Tax Deferred Annuity Plan · $1M · 7 · 24th

  • EIN $1M
  • RANK 7
  • PHOTO 24th
  • IND Other
  • EOY near Friends of Boca Grande Community Center 403b Plan
  • 5500 ind #592

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 Minnesota →

Learning Disabilities Association Tax Deferred Annuity Plan in the asset neighbourhood

Learning Disabilities Association Tax Deferred Annuity PlanLearning Disabilities Associ…$1MFriends of Boca Grande Community Center 403b PlanFriends of Boca Grande Commu…$1MHazel Findlay Country Manor 403(b) PlanHazel Findlay Country Manor …$1MAscent Classical Academies 403b PlanAscent Classical Academies 4…$1MLake Farms Employee Profit Sharing TrustLake Farms Employee Profit S…$1M
End-of-year total assets ($M) among Learning Disabilities Association Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Learning Disabilities Association multi-year asset trail

Sponsor-wide plan assets over time

All Learning Disabilities Association plans reported in each filing year

Latest sponsor-wide plan assets
$939K 11.156118510588193% vs 2023
2024 filing year
$0.9M$0.95M$1M$1.05M$1.1M 20232024 $1.06M $0.94M ▼ -11.3%
Year Plans Participants Total Assets
2023 1 7 $1M
2024 1 6 $939K

Learning Disabilities Association filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$50K
Employer EIN237297031
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

Learning Disabilities Association Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Learning Disabilities Association Tax Deferred Annuity Plan, Total assets ($B): 0.001057357 · Participants: 7Learning Disabilities Association Tax Deferred Annuity PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Learning Disabilities Association Tax Deferred Annuity Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Learning Disabilities Association Tax Deferred Annuity Plan side-by-side with 3 peers →

Learning Disabilities Association Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Friends of Boca Grande Community Center 403b Plan in FL ($1M); by covered participants it is Centro Cristiano Renacer Inc 403(b) in NY (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Disabilities Association Tax Deferred Annuity Plan assets move in 2023? ▼
Learning Disabilities Association Tax Deferred Annuity Plan edged up modestly - up 5.0% during 2023, from $1M to $1M. Reported net income was $50K.
How have Learning Disabilities Association plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Learning Disabilities Association's sponsor-wide assets declined 11.2%, from $1M to $939K.
Where does Learning Disabilities Association Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Learning Disabilities Association Tax Deferred Annuity Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Learning Disabilities Association Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Friends of Boca Grande Community Center 403b Plan in FL ($1M, 7 participants).
Which Other plans cover a similar participant headcount to Learning Disabilities Association Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Centro Cristiano Renacer Inc 403(b) in NY (7 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 237297031.

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.