ESOP · DOL Form 5500 · 2022
Life-Assist, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $32,261
- Avg per participant Low balance/head
Official DOL plan name: Life-Assist, Inc. Employee Stock Ownership Plan · Sponsored by Life-Assist, Inc. · California · Wholesale Trade
$3M in assets, 91 participants
Life-Assist, Inc.'s Life-Assist, Inc. Employee Stock Ownership Plan reported $3M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #1,872 in Wholesale Trade (6,843 peers)
Life-Assist, Inc. multi-year trail
Life-Assist, Inc.'s plans moved +823.0% in assets from 2022 to 2024; this filing shows Life-Assist, Inc. Employee Stock Ownership Plan at $3M / 91 participants.
- #1,872
- in Wholesale Trade (6,843 peers)
- -$19M
- reported net income
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Life-Assist, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
Life-Assist, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,935,765 40th percentile higher than 40% 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
Life-Assist, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Life-Assist, Inc. Employee Stock Ownership Plan is a small filing (91 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 942440500 · Life-Assist, Inc. PY 2022 · ESOP
Life-Assist, Inc. Employee Stock Ownership Plan · $3M · 91 · 40th
- SCH $3M
- SCH 91
- SCH 40th
- SCH ESOP
- SCH near Agility Employee Stock Ownership Plan
- SCH ind #1872
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 What is an ESOP? → · Plans in California →
Life-Assist, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Life-Assist, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Life-Assist, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 823.0071208015628% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $3M |
| 2023 | 1 | 104 | $19M |
| 2024 | 1 | 104 | $27M |
Life-Assist, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$19M |
| Net Income | -$19M |
| Employer EIN | 942440500 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Life-Assist, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Agility Employee Stock Ownership Plan in MN ($3M); by covered participants it is Community First Bank Employee Stock Ownership Plan in WI (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (91 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.