401(k) · DOL Form 5500 · 2022

Independent Living, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
115
Participants Small participant base
39th
Percentile by assets National rank
$23,924
Avg per participant Low balance/head
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Official DOL plan name: Independent Living, Inc. Retirement Plan & Trust · Sponsored by Independent Living, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 115 participants

Independent Living, Inc.'s Independent Living, Inc. Retirement Plan & Trust reported $3M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,396 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Independent Living, Inc. Retirement Plan & Trust covers 115 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $3M.

#8,396
in Healthcare & Social Assistance (20,060 peers)
-14.1%
assets change YoY

The plan reported a net loss of $454K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Independent Living, Inc. Retirement Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$2,751,222 39th percentile higher than 39% 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, Inc. Retirement Plan & 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. Independent Living, Inc. Retirement Plan & Trust sits mid-pack in the medium band (115 participants).

EBSA filing schedule strip

Filing strip 222894558 · Independent Living, Inc. PY 2022 · 401(k)

Independent Living, Inc. Retirement Plan & Trust · $3M · 115 · 39th

  • VS-ST $3M
  • VS-ST 115
  • VS-ST 39th
  • VS-ST 401(k)
  • VS-ST near The Cobalt Company 401(k) Plan
  • VS-ST ind #8396

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 New York →

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

Independent Living, Inc. Retirement Plan & TrustIndependent Living, Inc. Ret…$3MThe Cobalt Company 401(k) PlanThe Cobalt Company 401(k) Pl…$3MMg Capital Maintenance, Inc. 401(k) Profit Sharing Plan and TrustMg Capital Maintenance, Inc.…$3MMontague Betts Company 401(k) PlanMontague Betts Company 401(k…$3MEbm 401(k) Plan$3M
End-of-year total assets ($M) among Independent Living, Inc. Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$454K
Employer EIN222894558
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Living, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$3M 15.612625953121922% vs 2022
2023 filing year
$2.6M$2.8M$3M$3.2M$3.4M 20222023 $2.75M $3.18M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 115 $3M
2023 1 175 $3M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Independent Living, Inc. Retirement Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Independent Living, Inc. Retirement Plan & Trust, Total assets ($B): 0.002751222 · Participants: 115Independent Living, Inc. Retirement Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Independent Living, Inc. Retirement Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Independent Living, Inc. Retirement Plan & Trust side-by-side with 3 peers →

Independent Living, Inc. Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Cobalt Company 401(k) Plan in VA ($3M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 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 (115 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, Inc. Retirement Plan & Trust assets move in 2022? ▼
Independent Living, Inc. Retirement Plan & Trust pulled back noticeably - down 14.1% during 2022, from $3M to $3M. Reported net income was -$454K.
How have Independent Living, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Independent Living, Inc.'s sponsor-wide assets grew 15.6%, from $3M to $3M.
Which 401(k) plans are similar in size to Independent Living, Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Cobalt Company 401(k) Plan in VA ($3M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Independent Living, Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 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 222894558.

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.