Money Purchase · DOL Form 5500 · 2023

Life Management Center of Northwest Florida, Inc. Money Purchase Plan

Data updated 2026-08-11

$4M
Total assets
182
Participants
41st
Percentile by assets
$23,619
Avg per participant
PlainRetire home → About this data

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.

  • 41st percentile by assets (of 127,072 plans)
  • #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.

$4M
total plan assets (2023 EOY)
182
covered participants
41st
percentile by assets (of 127,072 plans)
$23,619
avg assets per participant

Where Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Florida
Industry
Healthcare & Social Assistance

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust reports 182 participants - about 29% of that state average ($4M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$96K
Employer EIN591375195
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Life Management Center of Northwest Florida, Inc.)

$7M$7.5M$8M$8.5M$9M 202220232024 $7.56M $8.44M ▲ +11.6%
Total plan assets by year, all Life Management Center of Northwest Florida, Inc. plans on file
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.

Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants Life Management Cent…, Total assets ($M): 4.298683 · Participants: 182Life Management Cent…Elliott Money Purcha…, Total assets ($M): 389.469568 · Participants: 448Elliott Money Purcha…Southern States Savi…, Total assets ($M): 178.216433 · Participants: 13258Southern States Savi…NECA-IBEW 177 Pensio…, Total assets ($M): 129.372481 · Participants: 1443NECA-IBEW 177 Pensio…Lifelink Foundation,…, Total assets ($M): 95.257903 · Participants: 476Lifelink Foundation,…I.B.E.W. Local Union…, Total assets ($M): 87.961465 · Participants: 1712I.B.E.W. Local Union…
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Life Management Center of Northwest Flor… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust assets move in 2023? ▼
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust edged up modestly - up 4.0% during 2023, from $4M to $4M. Reported net income was $96K.
How have Life Management Center of Northwest Florida, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Life Management Center of Northwest Florida, Inc.'s sponsor-wide assets grew 11.7%, from $8M to $8M.
Which Money Purchase plans are similar in size to Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Spence-Chapin Services to Families and Children in NY ($4M, 34 participants).

Next read for Life Management Center of Northwest Flor…

Filing takeaways

Ways to act on Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust's numbers.

  • By total assets, Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
  • Life Management Center of Northwest Florida, Inc.'s sponsor-wide assets have grown 11.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 591375195.

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.