Other · DOL Form 5500 · 2022
Local Initiatives Support Corp. Retirement Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 547
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $103,505
- Avg per participant Below avg balance/head
Official DOL plan name: Local Initiatives Support Corporation Tax Sheltered Annuity Plan · Sponsored by Local Initiatives Support Corp. · New York · Other Services
$57M in assets, 547 participants
Local Initiatives Support Corp.'s Local Initiatives Support Corporation Tax Sheltered Annuity Plan reported $57M in total assets and 547 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #8,009 in Other Services (8,398 peers)
Where Local Initiatives Support Corporation Tax Sheltered Annuity Plan sits by assets
Local Initiatives Support Corporation Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $57M for 547 participants (~$103,505/participant), down 18.2% in 2022.
- #8,009
- in Other Services (8,398 peers)
- -18.2%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local Initiatives Support Corporation Tax Sheltered Annuity Plan's outsized position by total assets
Local Initiatives Support Corporation Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$56,617,328 Top 11% higher than 89% of 139,123 filed plans
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 Tax Sheltered Annuity 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 Tax Sheltered Annuity Plan sits mid-pack in the medium band (547 participants).
Published 5500 schedule card
Filing strip 133030229 · Local Initiatives Support Corp. PY 2022 · Other
Local Initiatives Support Corporation Tax Sheltered Annuity Plan · $57M · 547 · 89th
- EBSA $57M
- EBSA 547
- EBSA 89th
- EBSA Other
- EBSA near Griffin Hospital 403(b) Retirement Savings Plan
- EBSA ind #8009
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 Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$13M |
| Employer EIN | 133030229 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local Initiatives Support Corp.)
Sponsor-wide plan assets over time
All Local Initiatives Support Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $158M 44.13565339747885% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,094 | $110M |
| 2023 | 2 | 1,135 | $136M |
| 2024 | 2 | 1,135 | $158M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Local Initiatives Support Corporation Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Griffin Hospital 403(b) Retirement Savings Plan in CT ($57M); by covered participants it is Public Broadcasting Service Defined Contribution Retirement Plan in VA (547 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M 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.