Profit Sharing · DOL Form 5500 · 2024

Lund Family Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
133
Participants Small participant base
33rd
Percentile by assets National rank
$20,196
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Lund Family Center, Inc. · Sponsored by Lund Family Center, Inc. · Vermont · Healthcare & Social Assistance

$3M in assets, 133 participants

Lund Family Center, Inc.'s 403(b) Thrift Plan for Lund Family Center, Inc. reported $3M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,464 in Healthcare & Social Assistance (16,916 peers)

Lund Family Center, Inc. multi-year trail

Lund Family Center, Inc.'s plans moved +27.4% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Lund Family Center, Inc. at $3M / 133 participants.

#5,464
in Healthcare & Social Assistance (16,916 peers)
+14.2%
assets growth YoY

403(b) Thrift Plan for Lund Family Center, Inc. among the smaller filed plans by assets

403(b) Thrift Plan for Lund Family Center, Inc. vs every filed plan by assets

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

$2,686,104 33rd percentile higher than 33% 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

403(b) Thrift Plan for Lund Family Center, Inc. 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. 403(b) Thrift Plan for Lund Family Center, Inc. sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Lund Family Center, Inc. reported net income rose from $243K in the plan year 2023 filing to $335K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Lund Family Center, Inc. end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Lund Family Center, Inc. reported participants rose from 119 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030179434 · Lund Family Center, Inc. PY 2024 · Profit Sharing

403(b) Thrift Plan for Lund Family Center, Inc. · $3M · 133 · 33rd

  • IND $3M
  • IND 133
  • IND 33rd
  • IND Profit Sharing
  • IND near Sutter Vna and Hospice Retirement Plan
  • IND ind #5464

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 Vermont →

403(b) Thrift Plan for Lund Family Center, Inc. in the asset neighbourhood

403(b) Thrift Plan for Lund Family Center, Inc.403(b) Thrift Plan for Lund …$3MSutter Vna and Hospice Retirement PlanSutter Vna and Hospice Retir…$3MEve Sales Corporation Profit Sharing PlanEve Sales Corporation Profit…$3MAntolin J. Alvarez Pont Retirement PlanAntolin J. Alvarez Pont Reti…$3MVictor M. Rodriguez Balasquide Retirement PlanVictor M. Rodriguez Balasqui…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan for Lund Family Center, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Lund Family Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lund Family Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.388029972493598% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.11M $2.69M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 180 $2M
2023 1 119 $2M
2024 1 133 $3M

Lund Family Center, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$335K
Employer EIN030179434
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Vermont

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

403(b) Thrift Plan for Lund Family Center, Inc. vs. nearby Profit Sharing plans in Vermont, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants 403(b) Thrift Plan for Lund Family Center, Inc., Total assets ($M): 2.686104 · Participants: 133403(b) Thrift Plan for Lund Family Center, Inc.Retirement Plan for Employees of Howardcenter, Total assets ($M): 110.259394 · Participants: 1261Retirement Plan for Employees of HowardcenterBurr and Burton Academy 403(b)Plan, Total assets ($M): 30.02594 · Participants: 176Burr and Burton Academy 403(b)PlanThe Putney School 403-B Plan, Total assets ($M): 21.179744 · Participants: 88The Putney School 403-B PlanUniversity of Vermont Foundation 403(b) Plan, Total assets ($M): 16.698718 · Participants: 81University of Vermont Foundation 403(b) PlanVermont Housing & Conservation Board Profit Sharing Plan, Total assets ($M): 8.190601 · Participants: 49Vermont Housing & Conservation Board Profit Sharing Plan
403(b) Thrift Plan for Lund Family Center, Inc. vs. nearby Profit Sharing plans in Vermont, assets vs. participants
Compare 403(b) Thrift Plan for Lund Family Center, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Lund Family Center, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Vermont, the nearest Profit Sharing by assets is Sutter Vna and Hospice Retirement Plan in CA ($3M); by covered participants it is Macon-Bibb County Eoc, Inc. Profit Sharing Plan in GA (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 403(b) Thrift Plan for Lund Family Center, Inc. assets move in 2024? ▼
403(b) Thrift Plan for Lund Family Center, Inc. grew at a solid clip - up 14.2% during 2024, from $2M to $3M. Reported net income was $335K.
How have Lund Family Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lund Family Center, Inc.'s sponsor-wide assets grew 27.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to 403(b) Thrift Plan for Lund Family Center, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Sutter Vna and Hospice Retirement Plan in CA ($3M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to 403(b) Thrift Plan for Lund Family Center, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Macon-Bibb County Eoc, Inc. Profit Sharing Plan in GA (133 participants, $4M 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 030179434.

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.