401(k) · DOL Form 5500 · 2022

Local Initiatives Support Corporation 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
547
Participants Below avg headcount
88th
Percentile by assets National rank
$97,315
Avg per participant Below avg balance/head
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Official DOL plan name: Local Initiatives Support Corporation 401(k) Plan · Sponsored by Local Initiatives Support Corporation · New York · Other Services

$53M in assets, 547 participants

Local Initiatives Support Corporation's Local Initiatives Support Corporation 401(k) Plan reported $53M in total assets and 547 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,985 in Other Services (8,398 peers)

Where Local Initiatives Support Corporation 401(k) Plan sits by assets

Local Initiatives Support Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 547 participants (~$97,315/participant), down 16.2% in 2022.

#7,985
in Other Services (8,398 peers)
-16.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Local Initiatives Support Corporation 401(k) Plan's outsized position by total assets

Local Initiatives Support Corporation 401(k) Plan vs every filed plan by assets

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

$53,231,244 Top 12% higher than 88% 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

Local Initiatives Support Corporation 401(k) Plan 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. Local Initiatives Support Corporation 401(k) Plan sits mid-pack in the medium band (547 participants).

Form 5500 schedule snapshot

Filing strip 133030229 · Local Initiatives Support Corporation PY 2022 · 401(k)

Local Initiatives Support Corporation 401(k) Plan · $53M · 547 · 88th

  • TYPE $53M
  • NET 547
  • BOOK 88th
  • VS-ST 401(k)
  • BOY near U. a. Local Nos. 343 & 355 Defined Contribution Plan
  • SCH ind #7985

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 Other Services retirement plans → · Plans in New York →

Local Initiatives Support Corporation 401(k) Plan in the asset neighbourhood

U. a. Local Nos. 343 & 355 Defined Contribution PlanU. a. Local Nos. 343 & 355 D…$53MGunton Corporation Retirement Savings PlanGunton Corporation Retiremen…$53MThe Durant Auto Group 401(k) PlanThe Durant Auto Group 401(k)…$53MEating Recovery Center 401(k) PlanEating Recovery Center 401(k…$53MLocal Initiatives Support Corporation 401(k) PlanLocal Initiatives Support Co…$53M
End-of-year total assets ($M) among Local Initiatives Support Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$53M
Net Income-$10M
Employer EIN133030229
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local Initiatives Support Corporation)

Sponsor-wide plan assets over time

All Local Initiatives Support Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$158M 44.13565339747885% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $110M $158M ▲ +44.1%
Year Plans Participants Total Assets
2022 2 1,094 $110M
2023 2 1,135 $136M
2024 2 1,135 $158M

Nearby 401(k) Plans in New York

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

Local Initiatives Support Corporation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Local Initiatives Support Corporation 401(k) Plan, Total assets ($B): 0.053231244 · Participants: 547Local Initiatives Support Corporation 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Local Initiatives Support Corporation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local Initiatives Support Corporation 401(k) Plan side-by-side with 3 peers →

Local Initiatives Support Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is U. a. Local Nos. 343 & 355 Defined Contribution Plan in CA ($53M); by covered participants it is Sphere Institute/Acumen LLC 401(k) Plan in CA (547 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (547 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 Local Initiatives Support Corporation 401(k) Plan assets move in 2022? ▼
Local Initiatives Support Corporation 401(k) Plan declined sharply - down 16.2% during 2022, from $63M to $53M. Reported net income was -$10M.
How have Local Initiatives Support Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local Initiatives Support Corporation's sponsor-wide assets grew 44.1%, from $110M to $158M.
Where does Local Initiatives Support Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Local Initiatives Support Corporation 401(k) Plan ranks in the 88th 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 Local Initiatives Support Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U. a. Local Nos. 343 & 355 Defined Contribution Plan in CA ($53M, 1,556 participants).
Which 401(k) plans cover a similar participant headcount to Local Initiatives Support Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sphere Institute/Acumen LLC 401(k) Plan in CA (547 participants, $46M 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 133030229.

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.