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
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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

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

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.

See the national 2023→2024 release diff →

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

Lemon Wellness Systems Inc. Retirement PlanLemon Wellness Systems Inc. …$607KTocura Healthcare Staffing Inc. Retirement PlanTocura Healthcare Staffing I…$607KLindsey & Associates, Inc. Profit Sharing PlanLindsey & Associates, Inc. P…$607KTurbo Research, Inc Profit Sharing PlanTurbo Research, Inc Profit S…$607KLiechty Von Hoven Ventures Inc. Retirement PlanLiechty Von Hoven Ventures I…$607K
End-of-year total assets ($M) among Lemon Wellness Systems Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$635K
Net Assets (End of Year)$607K
Net Income-$28K
Employer EIN843939267
Plan Effective Date2019-12-19
Filing StatusFILING 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
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.51M $0.61M ▲ +19.6%
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.

Lemon Wellness Systems Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Lemon Wellness Systems Inc. Retirement Plan, Total assets ($B): 0.000606876 · Participants: 7Lemon Wellness Systems 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
Lemon Wellness Systems Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

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.

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.

Frequently Asked Questions

How did Lemon Wellness Systems Inc. Retirement Plan assets move in 2024?
Lemon Wellness Systems Inc. Retirement Plan edged down modestly - down 4.4% during 2024, from $635K to $607K. Reported net income was -$28K.
How have Lemon Wellness Systems Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lemon Wellness Systems Inc.'s sponsor-wide assets grew 18.6%, from $512K to $607K.
Where does Lemon Wellness Systems Inc. Retirement Plan rank by assets among Form 5500 filers?
Lemon Wellness Systems 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 Lemon Wellness Systems Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Tocura Healthcare Staffing Inc. Retirement Plan in OR ($607K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Lemon Wellness Systems Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K in assets).