Other · DOL Form 5500 · 2022
Toward Independent Living and Learning Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 770
- Participants Near avg headcount
- 57th
- Percentile by assets National rank
- $8,896
- Avg per participant Low balance/head
Official DOL plan name: Toward Independent Living and Learning Inc. Success Sharing Plan · Sponsored by Toward Independent Living and Learning Inc. · Massachusetts · Healthcare & Social Assistance
$7M in assets, 770 participants
Toward Independent Living and Learning Inc.'s Toward Independent Living and Learning Inc. Success Sharing Plan reported $7M in total assets and 770 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #12,645 in Healthcare & Social Assistance (20,060 peers)
Toward Independent Living and Learning Inc. multi-year trail
Toward Independent Living and Learning Inc.'s plans moved +38.2% in assets from 2022 to 2024; this filing shows Toward Independent Living and Learning Inc. Success Sharing Plan at $7M / 770 participants.
- #12,645
- in Healthcare & Social Assistance (20,060 peers)
- -15.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Toward Independent Living and Learning Inc. Success Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Toward Independent Living and Learning Inc. Success Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,849,620 Top 43% higher than 57% 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
Toward Independent Living and Learning Inc. Success Sharing 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. Toward Independent Living and Learning Inc. Success Sharing Plan sits mid-pack in the medium band (770 participants).
DOL schedule card
Filing strip 042672688 · Toward Independent Living and Learning Inc. PY 2022 · Other
Toward Independent Living and Learning Inc. Success Sharing Plan · $7M · 770 · 57th
- EOY $7M
- EOY 770
- EOY 57th
- EOY Other
- EOY near Valley Family Health Care, Inc. 403(b) Plan
- EOY ind #12645
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Toward Independent Living and Learning Inc. Success Sharing Plan in the asset neighbourhood
Toward Independent Living and Learning Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Toward Independent Living and Learning Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 38.176584978436765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 770 | $7M |
| 2023 | 1 | 830 | $8M |
| 2024 | 1 | 880 | $9M |
Toward Independent Living and Learning Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 042672688 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
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
Toward Independent Living and Learning Inc. Success Sharing Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Valley Family Health Care, Inc. 403(b) Plan in ID ($7M); by covered participants it is North Hudson Community Action Corporation Tax Deferred Annuity in NJ (769 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (770 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.