Profit Sharing · DOL Form 5500 · 2024

Lavender Retirement, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
24th
Percentile by assets National rank
$112,085
Avg per participant Below avg balance/head
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Official DOL plan name: Lavender Retirement, Inc. Profit Sharing Plan · Sponsored by Lavender Retirement, Inc. · Florida · Finance & Insurance

$1M in assets, 10 participants

Lavender Retirement, Inc.'s Lavender Retirement, Inc. Profit Sharing Plan reported $1M in total assets and 10 participants in its 2024 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.

  • #1,211 in Finance & Insurance (8,549 peers)

Lavender Retirement, Inc. multi-year trail

Lavender Retirement, Inc.'s plans moved -34.6% in assets from 2022 to 2024; this filing shows Lavender Retirement, Inc. Profit Sharing Plan at $1M / 10 participants.

#1,211
in Finance & Insurance (8,549 peers)
-19.5%
assets change YoY

The plan reported a net loss of $271K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lavender Retirement, Inc. Profit Sharing Plan among the smaller filed plans by assets

Lavender Retirement, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,120,854 24th percentile higher than 24% 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

Lavender Retirement, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lavender Retirement, Inc. Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lavender Retirement, Inc. Profit Sharing Plan reported participants fell from 13 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Lavender Retirement, Inc. Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lavender Retirement, Inc. Profit Sharing Plan reported net income rose from -$323K in the plan year 2023 filing to -$271K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 273868708 · Lavender Retirement, Inc. PY 2024 · Profit Sharing

Lavender Retirement, Inc. Profit Sharing Plan · $1M · 10 · 24th

  • PHOTO $1M
  • IND 10
  • EOY 24th
  • 5500 Profit Sharing
  • ASSETS near Kanter and Levenberg Cpapc Profit Sharing Plan
  • PCT ind #1211

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 Finance & Insurance retirement plans → · Plans in Florida →

Lavender Retirement, Inc. Profit Sharing Plan in the asset neighbourhood

Lavender Retirement, Inc. Profit Sharing PlanLavender Retirement, Inc. Pr…$1MKanter and Levenberg Cpapc Profit Sharing PlanKanter and Levenberg Cpapc P…$1MCopp Incorporated Retirement PlanCopp Incorporated Retirement…$1MHolmberg Business Ventures, Inc. Profit Sharing PlanHolmberg Business Ventures, …$1MA&m Systems Inc. Retirement PlanA&m Systems Inc. Retirement …$1M
End-of-year total assets ($M) among Lavender Retirement, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Lavender Retirement, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lavender Retirement, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.6320752791329% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.71M $1.12M ▼ -34.5%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 13 $1M
2024 1 10 $1M

Lavender Retirement, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$271K
Employer EIN273868708
Plan Effective Date2010-11-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Lavender Retirement, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Lavender Retirement, Inc. Profit Sharing Plan, Total assets ($B): 0.001120854 · Participants: 10Lavender Retirement, Inc. Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Lavender Retirement, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Lavender Retirement, Inc. Profit Sharing Plan side-by-side with 3 peers →

Lavender Retirement, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Kanter and Levenberg Cpapc Profit Sharing Plan in NY ($1M); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Lavender Retirement, Inc. Profit Sharing Plan assets move in 2024? ▼
Lavender Retirement, Inc. Profit Sharing Plan declined sharply - down 19.5% during 2024, from $1M to $1M. Reported net income was -$271K.
How have Lavender Retirement, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lavender Retirement, Inc.'s sponsor-wide assets declined 34.6%, from $2M to $1M.
Where does Lavender Retirement, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lavender Retirement, Inc. Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lavender Retirement, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kanter and Levenberg Cpapc Profit Sharing Plan in NY ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Lavender Retirement, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ts Cafe Incorporated Retirement Plan in PA (10 participants, $2M 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 273868708.

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.