401(k) · DOL Form 5500 · 2022

Lift, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
319
Participants Below avg headcount
82nd
Percentile by assets National rank
$86,313
Avg per participant Below avg balance/head
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Official DOL plan name: Lift, Inc. Employee 401(k) Incentive Savings & Psp · Sponsored by Lift, Inc. · Pennsylvania · Wholesale Trade

$28M in assets, 319 participants

Lift, Inc.'s Lift, Inc. Employee 401(k) Incentive Savings & Psp reported $28M in total assets and 319 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,543 in Wholesale Trade (6,843 peers)

Coverage in Pennsylvania

Lift, Inc. Employee 401(k) Incentive Savings & Psp covers 319 participants in Pennsylvania, about 39% of the average Pennsylvania filer (state average ~822 per filing). Assets: $28M.

#5,543
in Wholesale Trade (6,843 peers)
-16.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lift, Inc. Employee 401(k) Incentive Savings & Psp's outsized position by total assets

Lift, Inc. Employee 401(k) Incentive Savings & Psp vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$27,533,781 Top 18% higher than 82% of 139,123 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 2022

Lift, Inc. Employee 401(k) Incentive Savings & Psp among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lift, Inc. Employee 401(k) Incentive Savings & Psp sits mid-pack in the medium band (319 participants).

Form 5500 schedule snapshot

Filing strip 232574915 · Lift, Inc. PY 2022 · 401(k)

Lift, Inc. Employee 401(k) Incentive Savings & Psp · $28M · 319 · 82nd

  • 5500 $28M
  • 5500 319
  • 5500 82nd
  • 5500 401(k)
  • 5500 near The Romine Group, Inc. 401(k) Plan
  • 5500 ind #5543

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Lift, Inc. Employee 401(k) Incentive Savings & Psp in the asset neighbourhood

Lift, Inc. Employee 401(k) Incentive Savings & PspLift, Inc. Employee 401(k) I…$28MThe Romine Group, Inc. 401(k) PlanThe Romine Group, Inc. 401(k…$28MCorium, LLC 401(k) Plan$28MWeis Builders, Inc. Profit Sharing Plan and TrustWeis Builders, Inc. Profit S…$28MInspira Medical Group 401(k) PlanInspira Medical Group 401(k)…$28M
End-of-year total assets ($M) among Lift, Inc. Employee 401(k) Incentive Savings & Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$28M
Net Income-$5M
Employer EIN232574915
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lift, Inc.)

Sponsor-wide plan assets over time

All Lift, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 42.79342966654175% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $103M $147M ▲ +42.8%
Year Plans Participants Total Assets
2022 2 599 $103M
2023 2 687 $122M
2024 2 732 $147M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lift, Inc. Employee 401(k) Incentive Savings & Psp vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lift, Inc. Employee 401(k) Incentive Savings & Psp, Total assets ($B): 0.027533781 · Participants: 319Lift, Inc. Employee 401(k) Incentive Savings & PspComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Lift, Inc. Employee 401(k) Incentive Savings & Psp vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lift, Inc. Employee 401(k) Incentive Savings & Psp side-by-side with 3 peers →

Lift, Inc. Employee 401(k) Incentive Savings & Psp's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Romine Group, Inc. 401(k) Plan in MI ($28M); by covered participants it is Ask Telemarketing, Inc. 401(k) Plan in AL (319 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (319 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lift, Inc. Employee 401(k) Incentive Savings & Psp assets move in 2022? ▼
Lift, Inc. Employee 401(k) Incentive Savings & Psp declined sharply - down 16.3% during 2022, from $33M to $28M. Reported net income was -$5M.
How have Lift, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lift, Inc.'s sponsor-wide assets grew 42.8%, from $103M to $147M.
Where does Lift, Inc. Employee 401(k) Incentive Savings & Psp rank by assets among Form 5500 filers? ▼
Lift, Inc. Employee 401(k) Incentive Savings & Psp ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lift, Inc. Employee 401(k) Incentive Savings & Psp? ▼
Among 401(k) plans in other states, the closest by assets is The Romine Group, Inc. 401(k) Plan in MI ($28M, 828 participants).
Which 401(k) plans cover a similar participant headcount to Lift, Inc. Employee 401(k) Incentive Savings & Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Ask Telemarketing, Inc. 401(k) Plan in AL (319 participants, $605K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232574915.

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.