Profit Sharing · DOL Form 5500 · 2024
Lemon Wellness Systems Inc. Profit Sharing Plan
Data updated 2026-08-25
- $607K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $86,697
- Avg per participant Below avg balance/head
Official DOL plan name: Lemon Wellness Systems Inc. Retirement Plan · Sponsored by Lemon Wellness Systems Inc. · Florida · Other Services
$607K in assets, 7 participants
Lemon Wellness Systems Inc.'s Lemon Wellness Systems Inc. Retirement Plan reported $607K in total assets and 7 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.
- #3,129 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Lemon Wellness Systems Inc. Retirement Plan ranks #3,129 of 7,719 2024 filers by assets (3307% of the sector average)-$607K for 7 participants.
- #3,129
- in Other Services (7,719 peers)
- -4.4%
- assets change YoY
The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lemon Wellness Systems Inc. Retirement Plan among the smaller filed plans by assets
Lemon Wellness Systems Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$606,876 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lemon Wellness Systems 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. Lemon Wellness Systems Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lemon Wellness Systems Inc. Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Lemon Wellness Systems Inc. Retirement Plan reported net income fell from $123K in the plan year 2023 filing to -$28K in the plan year 2024 filing.
- Lemon Wellness Systems Inc. Retirement Plan end-of-year assets fell from $635K in the plan year 2023 filing to $607K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 843939267 · Lemon Wellness Systems Inc. PY 2024 · Profit Sharing
Lemon Wellness Systems Inc. Retirement Plan · $607K · 7 · 19th
- RANK $607K
- RANK 7
- RANK 19th
- RANK Profit Sharing
- RANK near Tocura Healthcare Staffing Inc. Retirement Plan
- RANK ind #3129
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 Other Services retirement plans → · Plans in Florida →
Lemon Wellness Systems Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $635K |
|---|---|
| Net Assets (End of Year) | $607K |
| Net Income | -$28K |
| Employer EIN | 843939267 |
| Plan Effective Date | 2019-12-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lemon Wellness Systems Inc.)
Sponsor-wide plan assets over time
All Lemon Wellness Systems Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $607K 18.578641323037484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $512K |
| 2023 | 1 | 3 | $635K |
| 2024 | 1 | 7 | $607K |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Lemon Wellness Systems Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Tocura Healthcare Staffing Inc. Retirement Plan in OR ($607K); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($607K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.