Other · DOL Form 5500 · 2022
Living Independently Forever, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $19,578
- Avg per participant Low balance/head
Official DOL plan name: Living Independently Forever, Inc. DC Retirement Plan · Sponsored by Living Independently Forever, Inc. · Massachusetts · Educational Services
$3M in assets, 170 participants
Living Independently Forever, Inc.'s Living Independently Forever, Inc. DC Retirement Plan reported $3M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #1,174 in Educational Services (4,024 peers)
Coverage in Massachusetts
Living Independently Forever, Inc. DC Retirement Plan covers 170 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.
- #1,174
- in Educational Services (4,024 peers)
- -11.8%
- assets change YoY
The plan reported a net loss of $446K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Living Independently Forever, Inc. DC Retirement Plan's mid-pack asset rank among Educational Services and all filers
Living Independently Forever, Inc. DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,328,192 42nd percentile higher than 42% 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
Living Independently Forever, Inc. DC Retirement 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. Living Independently Forever, Inc. DC Retirement Plan sits mid-pack in the medium band (170 participants).
Published 5500 schedule card
Filing strip 223190452 · Living Independently Forever, Inc. PY 2022 · Other
Living Independently Forever, Inc. DC Retirement Plan · $3M · 170 · 42nd
- RANK $3M
- RANK 170
- RANK 42nd
- RANK Other
- RANK near Family Guidance Center of Alabama 403b Plan
- RANK ind #1174
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 Massachusetts →
Living Independently Forever, Inc. DC Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$446K |
| Employer EIN | 223190452 |
| Plan Effective Date | 1995-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Living Independently Forever, Inc.)
Sponsor-wide plan assets over time
All Living Independently Forever, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 48.54557669749822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $3M |
| 2023 | 1 | 180 | $4M |
| 2024 | 1 | 187 | $5M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Living Independently Forever, Inc. DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Family Guidance Center of Alabama 403b Plan in AL ($3M); by covered participants it is Covenant College Retirement Plan Defined Contribution in GA (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Family Guidance Center of Alabama 403b Plan (AL) $3M · 247
- Acds 403(b) Plan (NY) $3M · 666
- Longwood at Oakmont Retirement Savings Plan (PA) $3M · 361
- Dow Rummel Village 403(b) Plan (SD) $3M · 247
Similar participant headcount
Nearest other-state filings by covered participants (170 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.