Other · DOL Form 5500 · 2024
Learning Disabilities Association Retirement Plan
Data updated 2026-08-25
- $939K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $156,566
- Avg per participant Above avg balance/head
Official DOL plan name: Learning Disabilities Association Tax Deferred Annuity Plan · Sponsored by Learning Disabilities Association · Minnesota · Educational Services
$939K in assets, 6 participants
Learning Disabilities Association's Learning Disabilities Association Tax Deferred Annuity Plan reported $939K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #522 in Educational Services (3,638 peers)
Learning Disabilities Association multi-year trail
Learning Disabilities Association's plans moved -11.2% in assets from 2023 to 2024; this filing shows Learning Disabilities Association Tax Deferred Annuity Plan at $939K / 6 participants.
- #522
- in Educational Services (3,638 peers)
- -11.2%
- assets change YoY
The plan reported a net loss of $118K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Learning Disabilities Association Tax Deferred Annuity Plan among the smaller filed plans by assets
Learning Disabilities Association Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$939,397 23rd percentile higher than 23% 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
Learning Disabilities Association Tax Deferred Annuity Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Learning Disabilities Association Tax Deferred Annuity Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Learning Disabilities Association Tax Deferred Annuity Plan reported net income fell from $50K in the plan year 2023 filing to -$118K in the plan year 2024 filing.
- Learning Disabilities Association Tax Deferred Annuity Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Learning Disabilities Association Tax Deferred Annuity Plan end-of-year assets fell from $1M in the plan year 2023 filing to $939K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 237297031 · Learning Disabilities Association PY 2024 · Other
Learning Disabilities Association Tax Deferred Annuity Plan · $939K · 6 · 23rd
- 5500 $939K
- ASSETS 6
- PCT 23rd
- EIN Other
- RANK near Baltimore Squashwise, Inc. 403(b)Plan
- PHOTO ind #522
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 Educational Services retirement plans → · Plans in Minnesota →
Learning Disabilities Association Tax Deferred Annuity Plan in the asset neighbourhood
Learning Disabilities Association multi-year asset trail
Sponsor-wide plan assets over time
All Learning Disabilities Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $939K 11.156118510588193% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 7 | $1M |
| 2024 | 1 | 6 | $939K |
Learning Disabilities Association filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $939K |
| Net Income | -$118K |
| Employer EIN | 237297031 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
Learning Disabilities Association Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Baltimore Squashwise, Inc. 403(b)Plan in MD ($936K); by covered participants it is Alliance for African Assistance Plan 403b in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($939K here).
- Baltimore Squashwise, Inc. 403(b)Plan (MD) $936K · 17
- Swendsey 401(k) Trust (NC) $945K · 1
- Visiting Nurse Services of the Northwest 403(b) Plan (WA) $946K · 1
- Mid York Senior Homes 403 B (NY) $931K · 3
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Alliance for African Assistance Plan 403b (CA) 6 · 0 off
- Allied National - 282052-0 (TX) 6 · 0 off
- Pace Management, Inc-401(k) Retirmeent Plan (NM) 6 · 0 off
- The Community Foundation 403b Pension Plan (CO) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.