Money Purchase · DOL Form 5500 · 2024
Life Management Center of Northwest Florida, Inc. Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $26,922
- Avg per participant Low balance/head
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.
- #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.
- #7,104
- in Healthcare & Social Assistance (16,916 peers)
- +2.1%
- assets growth YoY
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,388,237 40th percentile higher than 40% 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
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust sits mid-pack in the medium band (163 participants).
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.
Published 5500 schedule card
Filing strip 591375195 · Life Management Center of Northwest Florida, Inc. PY 2024 · Money Purchase
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust · $4M · 163 · 40th
- BOY $4M
- BOY 163
- BOY 40th
- BOY Money Purchase
- BOY near Compass Family Services Retirement Plan
- BOY ind #7104
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Life Management Center of Northwest Florida, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 11.675085719216854% vs 2022
- 2024 filing year
| 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.
- 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
Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Compass Family Services Retirement Plan in CA ($4M); by covered participants it is South Texas College of Law Houston Defined Contribution Retirement Plan and Trust in TX (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- South Texas College of Law Houston Defined Contribution Retirement Plan and Trust (TX) 163 · 0 off
- Pan-O-Gold Baking Co. Retirement Plan (MN) 163 · 0 off
- Ocean Conservancy 401(a) DC Plan (DC) 164 · 1 off
- The Contractors Retirement Plan (CA) 164 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.