401(k) · DOL Form 5500 · 2022
The Lifetime Value Co. LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $76,499
- Avg per participant Below avg balance/head
Official DOL plan name: The Lifetime Value Co., LLC Retirement Trust · Sponsored by The Lifetime Value Co. LLC · New York · Information & Media
$10M in assets, 127 participants
The Lifetime Value Co. LLC's The Lifetime Value Co., LLC Retirement Trust reported $10M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #1,519 in Information & Media (2,911 peers)
Coverage in New York
The Lifetime Value Co., LLC Retirement Trust covers 127 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $10M.
- #1,519
- in Information & Media (2,911 peers)
- +16.4%
- assets growth YoY
The Lifetime Value Co., LLC Retirement Trust's mid-pack asset rank among Information & Media and all filers
The Lifetime Value Co., LLC Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,715,401 Top 36% higher than 64% 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
The Lifetime Value Co., LLC Retirement Trust 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. The Lifetime Value Co., LLC Retirement Trust sits mid-pack in the medium band (127 participants).
DOL schedule card
Filing strip 853856730 · The Lifetime Value Co. LLC PY 2022 · 401(k)
The Lifetime Value Co., LLC Retirement Trust · $10M · 127 · 64th
- NET $10M
- BOOK 127
- VS-ST 64th
- BOY 401(k)
- SCH near Amcp Clean Acquisition Company, LLC 401(k) Profit Sharing Plan
- EBSA ind #1519
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 Information & Media retirement plans → · Plans in New York →
The Lifetime Value Co., LLC Retirement Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 853856730 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lifetime Value Co. LLC)
Sponsor-wide plan assets over time
All The Lifetime Value Co. LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 112.68184401240875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $10M |
| 2023 | 1 | 154 | $15M |
| 2024 | 1 | 154 | $21M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
The Lifetime Value Co., LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Amcp Clean Acquisition Company, LLC 401(k) Profit Sharing Plan in PA ($10M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 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.