Money Purchase · DOL Form 5500 · 2023
Life Management Center of Northwest Florida, Inc. Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $23,619
- Avg per participant Low balance/head
Official DOL plan name: Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust · Sponsored by Life Management Center of Northwest Florida, Inc. · Florida · Healthcare & Social Assistance
$4M in assets, 182 participants
Life Management Center of Northwest Florida, Inc.'s Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust reported $4M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,902 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust covers 182 participants in Florida, about 29% of the average Florida filer (state average ~628 per filing). Assets: $4M.
- #7,902
- in Healthcare & Social Assistance (17,684 peers)
- +4.0%
- assets growth YoY
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,298,683 41st percentile higher than 41% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and 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. Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust reported net income fell from $206K in the plan year 2022 filing to $96K in the plan year 2023 filing.
- Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust reported participants fell from 185 in the plan year 2022 filing to 182 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 591375195 · Life Management Center of Northwest Florida, Inc. PY 2023 · Money Purchase
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust · $4M · 182 · 41st
- 5500 $4M
- 5500 182
- 5500 41st
- 5500 Money Purchase
- 5500 near Spence-Chapin Services to Families and Children
- 5500 ind #7902
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $96K |
| Employer EIN | 591375195 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Life Management Center of Northwest Florida, Inc.)
Sponsor-wide plan assets over time
All Life Management Center of Northwest Florida, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 11.675085719216854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 422 | $8M |
| 2023 | 2 | 432 | $8M |
| 2024 | 2 | 401 | $8M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $389M · 448
- Southern States Savings & Retirement Plan Trust $178M · 13,258
- NECA-IBEW 177 Pension Fund $129M · 1,443
- Lifelink Foundation, Inc. Retirement Plan $95M · 476
- I.B.E.W. Local Union No. 728 Annuity Fund $88M · 1,712
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Spence-Chapin Services to Families and Children in NY ($4M); by covered participants it is Dentons Cohen & Grigsby P.C. Pension Plan in PA (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- Dentons Cohen & Grigsby P.C. Pension Plan (PA) 182 · 0 off
- Morningside University Defined Contribution Retire (IA) 183 · 1 off
- International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan (TN) 183 · 1 off
- United Union of Roofers, Waterproofers & Allied Workers, Local 154 Annuity Fund (NY) 183 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.