Profit Sharing · DOL Form 5500 · 2023

Amer. Inst. for Research in the Behavioral Sciences Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
22
Participants Small participant base
49th
Percentile by assets National rank
$293,692
Avg per participant High balance/head
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Official DOL plan name: Learning Point Associates Tax Deferred Annuity Pla · Sponsored by Amer. Inst. for Research in the Behavioral Sciences · Virginia · Educational Services

$6M in assets, 22 participants

Amer. Inst. for Research in the Behavioral Sciences's Learning Point Associates Tax Deferred Annuity Pla reported $6M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,262 in Educational Services (3,735 peers)

Amer. Inst. for Research in the Behavioral Sciences multi-year trail

Amer. Inst. for Research in the Behavioral Sciences's plans moved +36.9% in assets from 2022 to 2024; this filing shows Learning Point Associates Tax Deferred Annuity Pla at $6M / 22 participants.

#1,262
in Educational Services (3,735 peers)
+14.6%
assets growth YoY

Learning Point Associates Tax Deferred Annuity Pla's mid-pack asset rank among Educational Services and all filers

Learning Point Associates Tax Deferred Annuity Pla vs every filed plan by assets

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

$6,461,229 49th percentile higher than 49% 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 Point Associates Tax Deferred Annuity Pla among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Learning Point Associates Tax Deferred Annuity Pla is a small filing (22 participants) on this national headcount ladder.

DOL schedule card

Filing strip 250965219 · Amer. Inst. for Research in the Behavioral Sciences PY 2023 · Profit Sharing

Learning Point Associates Tax Deferred Annuity Pla · $6M · 22 · 49th

  • NET $6M
  • BOOK 22
  • VS-ST 49th
  • BOY Profit Sharing
  • SCH near Greater Cleveland Food Bank 403(b) Plan
  • EBSA ind #1262

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 Virginia →

Learning Point Associates Tax Deferred Annuity Pla in the asset neighbourhood

North Florida Medical Centers, Inc. 403(b) PlanNorth Florida Medical Center…$6MLearning Point Associates Tax Deferred Annuity PlaLearning Point Associates Ta…$6MGreater Cleveland Food Bank 403(b) PlanGreater Cleveland Food Bank …$6MFrancisco J. Capo Retirement PlanFrancisco J. Capo Retirement…$6MBurlesons Employees' Profit Sharing Plan & TrustBurlesons Employees' Profit …$6M
End-of-year total assets ($M) among Learning Point Associates Tax Deferred Annuity Pla and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Amer. Inst. for Research in the Behavioral Sciences multi-year asset trail

Sponsor-wide plan assets over time

All Amer. Inst. for Research in the Behavioral Sciences plans reported in each filing year

Latest sponsor-wide plan assets
$622M 36.87259206726019% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $455M $622M ▲ +36.9%
Year Plans Participants Total Assets
2022 2 2,179 $455M
2023 5 2,548 $574M
2024 4 2,540 $622M

Amer. Inst. for Research in the Behavioral Sciences filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$825K
Employer EIN250965219
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Learning Point Associates Tax Deferred Annuity Pla vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Learning Point Associates Tax Deferred Annuity Pla, Total assets ($B): 0.006461229 · Participants: 22Learning Point Associates Tax Deferred Annuity PlaSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Learning Point Associates Tax Deferred Annuity Pla vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Learning Point Associates Tax Deferred Annuity Pla side-by-side with 3 peers →

Learning Point Associates Tax Deferred Annuity Pla's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Greater Cleveland Food Bank 403(b) Plan in OH ($6M); by covered participants it is More 2 Life Inc. Retirement Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Point Associates Tax Deferred Annuity Pla assets move in 2023? ▼
Learning Point Associates Tax Deferred Annuity Pla grew at a solid clip - up 14.6% during 2023, from $6M to $6M. Reported net income was $825K.
How have Amer. Inst. for Research in the Behavioral Sciences plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amer. Inst. for Research in the Behavioral Sciences's sponsor-wide assets grew 36.9%, from $455M to $622M.
Which Profit Sharing plans are similar in size to Learning Point Associates Tax Deferred Annuity Pla? ▼
Among Profit Sharing plans in other states, the closest by assets is Greater Cleveland Food Bank 403(b) Plan in OH ($6M, 156 participants).
Which Profit Sharing plans cover a similar participant headcount to Learning Point Associates Tax Deferred Annuity Pla? ▼
Among Profit Sharing plans in other states, the closest by covered participants is More 2 Life Inc. Retirement Plan in NY (22 participants, N/A 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 250965219.

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.