Profit Sharing · DOL Form 5500 · 2022

Independent Living Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$929K
Total assets Small plan by assets
13
Participants Small participant base
24th
Percentile by assets National rank
$71,424
Avg per participant Below avg balance/head
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Official DOL plan name: Independent Living Services, Inc. Retirement Plan and Trust · Sponsored by Independent Living Services, Inc. · Idaho · Healthcare & Social Assistance

$929K in assets, 13 participants

Independent Living Services, Inc.'s Independent Living Services, Inc. Retirement Plan and Trust reported $929K in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,231 in Healthcare & Social Assistance (20,060 peers)

Independent Living Services, Inc. multi-year trail

Independent Living Services, Inc.'s plans moved +48.6% in assets from 2022 to 2024; this filing shows Independent Living Services, Inc. Retirement Plan and Trust at $929K / 13 participants.

#4,231
in Healthcare & Social Assistance (20,060 peers)
-1.0%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Independent Living Services, Inc. Retirement Plan and Trust among the smaller filed plans by assets

Independent Living Services, Inc. Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$928,507 24th percentile higher than 24% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Independent Living Services, Inc. Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Living Services, Inc. Retirement Plan and Trust is a small filing (13 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 820474101 · Independent Living Services, Inc. PY 2022 · Profit Sharing

Independent Living Services, Inc. Retirement Plan and Trust · $929K · 13 · 24th

  • IND $929K
  • EOY 13
  • 5500 24th
  • ASSETS Profit Sharing
  • PCT near S. Gomez Rossy Retirement Plan
  • EIN ind #4231

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 Idaho →

Independent Living Services, Inc. Retirement Plan and Trust in the asset neighbourhood

Independent Living Services, Inc. Retirement Plan and TrustIndependent Living Services,…$929KS. Gomez Rossy Retirement PlanS. Gomez Rossy Retirement Pl…$929KS & D Management, Inc. Profit Sharing Plan & TrustS & D Management, Inc. Profi…$928KJavanshi Corp. Profit Sharing PlanJavanshi Corp. Profit Sharin…$929KRichard D Adelman, Profit Sharing PlanRichard D Adelman, Profit Sh…$928K
End-of-year total assets ($M) among Independent Living Services, Inc. Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Independent Living Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Independent Living Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 48.63442063441632% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.93M $1.38M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 13 $929K
2023 1 16 $1M
2024 1 20 $1M

Independent Living Services, Inc. filing trail (2022)

Total Assets (Beginning of Year)$938K
Net Assets (End of Year)$929K
Net Income-$9K
Employer EIN820474101
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Idaho

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Independent Living Services, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600 Total assets ($M) Participants Independent Living Services, Inc. Retirement Plan and Trust, Total assets ($M): 0.928507 · Participants: 13Independent Living Services, Inc. Retirement Plan and TrustSt. Luke's Health System Performance Incentive and 401(a) Matching Plan, Total assets ($M): 561.868199 · Participants: 15768St. Luke's Health System Performance Incentive and 401(a) Matching PlanDykman Electrical, Inc. Profit Sharing Plan, Total assets ($M): 19.963782 · Participants: 86Dykman Electrical, Inc. Profit Sharing PlanThe Bank of Commerce Profit Sharing Plan, Total assets ($M): 18.16388 · Participants: 153The Bank of Commerce Profit Sharing PlanSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan, Total assets ($M): 16.139675 · Participants: 399St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) PlanOmnipure Filter Co. Inc. Profit Sharing Plan, Total assets ($M): 15.094685 · Participants: 131Omnipure Filter Co. Inc. Profit Sharing Plan
Independent Living Services, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in Idaho, assets vs. participants
Compare Independent Living Services, Inc. Retirement Plan and Trust side-by-side with 3 peers →

Independent Living Services, Inc. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Idaho, the nearest Profit Sharing by assets is S. Gomez Rossy Retirement Plan in PR ($929K); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($929K here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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.

Frequently Asked Questions

How did Independent Living Services, Inc. Retirement Plan and Trust assets move in 2022? ▼
Independent Living Services, Inc. Retirement Plan and Trust edged down modestly - down 1.0% during 2022, from $938K to $929K. Reported net income was -$9K.
How have Independent Living Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Living Services, Inc.'s sponsor-wide assets grew 48.6%, from $929K to $1M.
Where does Independent Living Services, Inc. Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Independent Living Services, Inc. Retirement Plan and Trust ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Independent Living Services, Inc. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is S. Gomez Rossy Retirement Plan in PR ($929K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Independent Living Services, Inc. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Act Two, Inc., Profit Sharing Plan in AR (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820474101.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.