Money Purchase · DOL Form 5500 · 2024
Life Management Center of Northwest Florida, Inc. Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 163
- Participants
- 40th
- Percentile by assets
- $26,922
- Avg per participant
Official DOL plan name: Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust · Sponsored by Life Management Center of Northwest Florida, Inc. · Florida · Healthcare & Social Assistance
$4M in assets, 163 participants
Life Management Center of Northwest Florida, Inc.'s Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust reported $4M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- 40th percentile by assets (of 123,622 plans)
- #7,104 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust covers 163 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $4M.
- $4M
- total plan assets (2024 EOY)
- 163
- covered participants
- 40th
- percentile by assets (of 123,622 plans)
- $26,922
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust reported net income fell from $96K in the plan year 2023 filing to $37K in the plan year 2024 filing.
- Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust reported participants fell from 182 in the plan year 2023 filing to 163 in the plan year 2024 filing.
- Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust reports 163 participants - about 26% of that state average ($4M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $37K |
| Employer EIN | 591375195 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Life Management Center of Northwest Florida, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 422 | $8M |
| 2023 | 2 | 432 | $8M |
| 2024 | 2 | 401 | $8M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust vs. nearby Money Purchase plans in Florida, assets vs. participants
- Elliott Money Purchase Pension Plan $457M · 494
- Southern States Savings & Retirement Plan Trust $193M · 13,122
- Carolina Electrical Workers Retirement Fund $154M · 6,154
- NECA-IBEW 177 Pension Fund $144M · 1,412
- Lifelink Foundation, Inc. Retirement Plan $99M · 471
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust assets move in 2024? ▼
How have Life Management Center of Northwest Florida, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust's numbers.
- By total assets, Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
- Life Management Center of Northwest Florida, Inc.'s sponsor-wide assets have grown 11.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans