Profit Sharing · DOL Form 5500 · 2024

Learning Foundation Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
19
Participants Small participant base
25th
Percentile by assets National rank
$62,703
Avg per participant Low balance/head
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Official DOL plan name: Learning Foundation Management, Inc. Profit Sharing Plan · Sponsored by Learning Foundation Management, Inc. · Florida · Healthcare & Social Assistance

$1M in assets, 19 participants

Learning Foundation Management, Inc.'s Learning Foundation Management, Inc. Profit Sharing Plan reported $1M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,514 in Healthcare & Social Assistance (16,916 peers)

Learning Foundation Management, Inc. multi-year trail

Learning Foundation Management, Inc.'s plans moved +10.1% in assets from 2022 to 2024; this filing shows Learning Foundation Management, Inc. Profit Sharing Plan at $1M / 19 participants.

#3,514
in Healthcare & Social Assistance (16,916 peers)
+4.9%
assets growth YoY

Learning Foundation Management, Inc. Profit Sharing Plan among the smaller filed plans by assets

Learning Foundation Management, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,191,364 25th percentile higher than 25% 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

Learning Foundation Management, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Learning Foundation Management, Inc. Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Learning Foundation Management, Inc. Profit Sharing Plan reported participants rose from 17 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • Learning Foundation Management, Inc. Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 264420224 · Learning Foundation Management, Inc. PY 2024 · Profit Sharing

Learning Foundation Management, Inc. Profit Sharing Plan · $1M · 19 · 25th

  • PHOTO $1M
  • PHOTO 19
  • PHOTO 25th
  • PHOTO Profit Sharing
  • PHOTO near Summit Trust
  • PHOTO ind #3514

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 →

Learning Foundation Management, Inc. Profit Sharing Plan in the asset neighbourhood

Learning Foundation Management, Inc. Profit Sharing PlanLearning Foundation Manageme…$1MSummit Trust$1MJump-Greenville, Inc. Retirement PlanJump-Greenville, Inc. Retire…$1MOsvaldo R. Gonzalez Aviles Retirement PlanOsvaldo R. Gonzalez Aviles R…$1MMichael H. Sakai Aal Basic$1M
End-of-year total assets ($M) among Learning Foundation Management, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Learning Foundation Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Learning Foundation Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 10.137606833656127% vs 2022
2024 filing year
$1.05M$1.1M$1.15M$1.2M$1.25M 202220232024 $1.08M $1.19M ▲ +10.2%
Year Plans Participants Total Assets
2022 1 13 $1M
2023 1 17 $1M
2024 1 19 $1M

Learning Foundation Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$56K
Employer EIN264420224
Plan Effective Date2009-03-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Learning Foundation Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Learning Foundation Management, Inc. Profit Sharing Plan, Total assets ($B): 0.001191364 · Participants: 19Learning Foundation Management, Inc. Profit Sharing 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
Learning Foundation Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Learning Foundation Management, Inc. Profit Sharing Plan side-by-side with 3 peers →

Learning Foundation Management, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Summit Trust in OK ($1M); by covered participants it is V Dudziak Inc. Retirement Plan in CA (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Learning Foundation Management, Inc. Profit Sharing Plan assets move in 2024? ▼
Learning Foundation Management, Inc. Profit Sharing Plan edged up modestly - up 4.9% during 2024, from $1M to $1M. Reported net income was $56K.
How have Learning Foundation Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Learning Foundation Management, Inc.'s sponsor-wide assets grew 10.1%, from $1M to $1M.
Where does Learning Foundation Management, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Learning Foundation Management, Inc. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Learning Foundation Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Summit Trust in OK ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Learning Foundation Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is V Dudziak Inc. Retirement Plan in CA (19 participants, $1M in assets).

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) - original filing retrieval by EIN 264420224.

Read our methodology - how this data is sourced, computed, and verified.

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