Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Land Trust Alliance, Inc. Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The Land Trust Alliance, Inc. Β· District of Columbia Β· Other Services

What the 2023 filing shows

Land Trust Alliance, Inc. Defined Contribution Retirement Plan holds $18M for 81 participants - about $225,618 per participant, up 2.3% over the 2024 plan year.

$18M
total plan assets (2024 EOY)
81
covered participants
$225,618
avg assets per participant
+2.3%
assets growth YoY
Total Assets (2023)
$18M
Participants
81
Industry
Other Services

What the Filing Says About Land Trust Alliance, Inc. Defined Contribution Retirement Plan

Land Trust Alliance, Inc. Defined Contribution Retirement Plan is a Profit Sharing retirement plan sponsored by The Land Trust Alliance, Inc., headquartered in District of Columbia. As of the 2024 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 81 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042751357, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2024 to $18M at year-end β€” a gain of 2.3%. Net assets (after liabilities) closed the year at $18M, with reported net income of $414K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$414K
Plan TypeProfit Sharing
Employer EIN042751357
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Land Trust Alliance, Inc.)

Year Plans Participants Total Assets
2022 1 67 $15M
2023 1 74 $18M
2024 1 81 $18M

Nearby Profit Sharing Plans in District of Columbia

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

Frequently Asked Questions

How much money is in the Land Trust Alliance, Inc. Defined Contribution Retirement Plan?
As of the 2024 Form 5500 filing, Land Trust Alliance, Inc. Defined Contribution Retirement Plan holds $18M in total assets with 81 participants. It is sponsored by The Land Trust Alliance, Inc..
What type of plan is Land Trust Alliance, Inc. Defined Contribution Retirement Plan?
Land Trust Alliance, Inc. Defined Contribution Retirement Plan is a Profit Sharing plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 042751357.
Who sponsors the Land Trust Alliance, Inc. Defined Contribution Retirement Plan?
Land Trust Alliance, Inc. Defined Contribution Retirement Plan is sponsored by The Land Trust Alliance, Inc., located in District of Columbia. The sponsor's EIN is 042751357 and the plan operates in the Other Services industry.
How did Land Trust Alliance, Inc. Defined Contribution Retirement Plan perform in 2024?
Land Trust Alliance, Inc. Defined Contribution Retirement Plan grew by 2.3% during 2024, moving from $18M to $18M in total assets. Net income was $414K.
Where can I find official filings for Land Trust Alliance, Inc. Defined Contribution Retirement Plan?
Official Form 5500 filings for Land Trust Alliance, Inc. Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042751357 or plan name at efast.dol.gov.
How does Land Trust Alliance, Inc. Defined Contribution Retirement Plan compare to other plans?
You can compare Land Trust Alliance, Inc. Defined Contribution Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 042751357.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.