Profit Sharing · DOL Form 5500 · 2024

Joel R Lavender PA Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
44th
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Joel R Lavender PA Profit Sharing Plan · Sponsored by Joel R Lavender PA · Florida · Professional & Technical Services

$5M in assets, 2 participants

Joel R Lavender PA's Joel R Lavender PA Profit Sharing Plan reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,319 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Joel R Lavender PA Profit Sharing Plan holds $5M for 2 participants - about $2.7M per participant, in the lower half of filed plans by assets.

#8,319
in Professional & Technical Services (20,173 peers)
+2.9%
assets growth YoY

Joel R Lavender PA Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Joel R Lavender PA Profit Sharing Plan vs every filed plan by assets

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

$5,465,354 44th percentile higher than 44% 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

Joel R Lavender PA 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. Joel R Lavender PA Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Joel R Lavender PA Profit Sharing Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Joel R Lavender PA Profit Sharing Plan reported net income fell from $260K in the plan year 2023 filing to $155K in the plan year 2024 filing.
  • Joel R Lavender PA Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 591851028 · Joel R Lavender PA PY 2024 · Profit Sharing

Joel R Lavender PA Profit Sharing Plan · $5M · 2 · 44th

  • PCT $5M
  • PCT 2
  • PCT 44th
  • PCT Profit Sharing
  • PCT near Winchester Associates, Inc. Profit Sharing Plan
  • PCT ind #8319

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 Professional & Technical Services retirement plans → · Plans in Florida →

Joel R Lavender PA Profit Sharing Plan in the asset neighbourhood

Distinctive Group Inc. Retirement PlanDistinctive Group Inc. Retir…$5MJoel R Lavender PA Profit Sharing PlanJoel R Lavender PA Profit Sh…$5MWinchester Associates, Inc. Profit Sharing PlanWinchester Associates, Inc. …$5MProfit Sharing Plan L.E. Peabody & Associates, IncProfit Sharing Plan L.E. Pea…$5MKh Consulting Group Profit Sharing PlanKh Consulting Group Profit S…$5M
End-of-year total assets ($M) among Joel R Lavender PA Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$155K
Employer EIN591851028
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joel R Lavender PA)

Sponsor-wide plan assets over time

All Joel R Lavender PA plans reported in each filing year

Latest sponsor-wide plan assets
$5M 8.20002066852789% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M 202220232024 $5.05M $5.47M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 1 $5M
2023 1 1 $5M
2024 1 2 $5M

Nearby Profit Sharing Plans in Florida

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

Joel R Lavender PA Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Joel R Lavender PA Profit Sharing Plan, Total assets ($B): 0.005465354 · Participants: 2Joel R Lavender PA 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
Joel R Lavender PA Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Joel R Lavender PA Profit Sharing Plan side-by-side with 3 peers →

Joel R Lavender PA Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Winchester Associates, Inc. Profit Sharing Plan in NJ ($5M); 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 Joel R Lavender PA Profit Sharing Plan assets move in 2024? ▼
Joel R Lavender PA Profit Sharing Plan edged up modestly - up 2.9% during 2024, from $5M to $5M. Reported net income was $155K.
How have Joel R Lavender PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joel R Lavender PA's sponsor-wide assets grew 8.2%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Joel R Lavender PA Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Winchester Associates, Inc. Profit Sharing Plan in NJ ($5M, 31 participants).
Which Profit Sharing plans cover a similar participant headcount to Joel R Lavender PA Profit Sharing 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 591851028.

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.