Profit Sharing · DOL Form 5500 · 2024

Lebena Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$613K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$306,295
Avg per participant High balance/head
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Official DOL plan name: Lebena Investments, Inc. Retirement Plan · Sponsored by Lebena Investments, Inc. · Florida · Administrative & Support Services

$613K in assets, 2 participants

Lebena Investments, Inc.'s Lebena Investments, Inc. Retirement Plan reported $613K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,814 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Lebena Investments, Inc. Retirement Plan ranks #1,814 of 4,368 2024 filers by assets (4710% of the sector average)-$613K for 2 participants.

#1,814
in Administrative & Support Services (4,368 peers)
+74.0%
assets growth YoY

Lebena Investments, Inc. Retirement Plan among the smaller filed plans by assets

Lebena Investments, Inc. Retirement Plan vs every filed plan by assets

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

$612,590 19th percentile higher than 19% 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

Lebena Investments, Inc. Retirement 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. Lebena Investments, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lebena Investments, Inc. Retirement Plan reported net income rose from -$83K in the plan year 2023 filing to $261K in the plan year 2024 filing.
  • Lebena Investments, Inc. Retirement Plan end-of-year assets rose from $352K in the plan year 2023 filing to $613K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 821697963 · Lebena Investments, Inc. PY 2024 · Profit Sharing

Lebena Investments, Inc. Retirement Plan · $613K · 2 · 19th

  • TYPE $613K
  • TYPE 2
  • TYPE 19th
  • TYPE Profit Sharing
  • TYPE near Your Remote Controller Inc. Retirement Plan
  • TYPE ind #1814

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 Administrative & Support Services retirement plans → · Plans in Florida →

Lebena Investments, Inc. Retirement Plan in the asset neighbourhood

Lebena Investments, Inc. Retirement PlanLebena Investments, Inc. Ret…$613KYour Remote Controller Inc. Retirement PlanYour Remote Controller Inc. …$613KMccall Visual Concepts, Inc. Retirement PlanMccall Visual Concepts, Inc.…$613KWalsh Plumbing and Heating Inc Profit Sharing TrustWalsh Plumbing and Heating I…$612KEdwin Rodriguez Ramos Retirement PlanEdwin Rodriguez Ramos Retire…$612K
End-of-year total assets ($M) among Lebena Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$352K
Net Assets (End of Year)$613K
Net Income$261K
Employer EIN821697963
Plan Effective Date2017-05-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Lebena Investments, Inc.)

Sponsor-wide plan assets over time

All Lebena Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$613K 40.913722865154455% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.43M $0.61M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 2 $435K
2023 1 2 $352K
2024 1 2 $613K

Nearby Profit Sharing Plans in Florida

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

Lebena Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Lebena Investments, Inc. Retirement Plan, Total assets ($B): 0.00061259 · Participants: 2Lebena Investments, Inc. Retirement 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
Lebena Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Lebena Investments, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest Profit Sharing by assets is Your Remote Controller Inc. Retirement Plan in NJ ($613K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Lebena Investments, Inc. Retirement Plan assets move in 2024? ▼
Lebena Investments, Inc. Retirement Plan surged - up 74.0% during 2024, from $352K to $613K. Reported net income was $261K.
How have Lebena Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lebena Investments, Inc.'s sponsor-wide assets grew 40.9%, from $435K to $613K.
Where does Lebena Investments, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lebena Investments, Inc. Retirement Plan ranks in the 19th 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 Lebena Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Your Remote Controller Inc. Retirement Plan in NJ ($613K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Lebena Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 821697963.

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.