401(k) · DOL Form 5500 · 2023
Lifeplan Financial Design 401(k) Plan
Data updated 2026-08-25
- $171K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $24,372
- Avg per participant Low balance/head
Official DOL plan name: Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust · Sponsored by Lifeplan Financial Design · Michigan · Finance & Insurance
$171K in assets, 7 participants
Lifeplan Financial Design's Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust reported $171K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #499 in Finance & Insurance (8,869 peers)
Lifeplan Financial Design multi-year trail
Lifeplan Financial Design's plans moved +208.6% in assets from 2022 to 2024; this filing shows Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust at $171K / 7 participants.
- #499
- in Finance & Insurance (8,869 peers)
- +93.4%
- assets growth YoY
Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,601 10th percentile higher than 10% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust reported net income rose from -$96K in the plan year 2022 filing to $82K in the plan year 2023 filing.
- Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $88K in the plan year 2022 filing to $171K in the plan year 2023 filing.
- Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 262893222 · Lifeplan Financial Design PY 2023 · 401(k)
Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust · $171K · 7 · 10th
- BOY $171K
- SCH 7
- EBSA 10th
- PART 401(k)
- TYPE near Private Client Group Pep
- NET ind #499
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 Finance & Insurance retirement plans → · Plans in Michigan →
Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Lifeplan Financial Design multi-year asset trail
Sponsor-wide plan assets over time
All Lifeplan Financial Design plans reported in each filing year
- Latest sponsor-wide plan assets
- $272K 208.63773439448562% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $88K |
| 2023 | 1 | 7 | $171K |
| 2024 | 1 | 9 | $272K |
Lifeplan Financial Design filing trail (2023)
| Total Assets (Beginning of Year) | $88K |
|---|---|
| Net Assets (End of Year) | $171K |
| Net Income | $82K |
| Employer EIN | 262893222 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Lifeplan Financial Design 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Private Client Group Pep in FL ($171K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171K here).
- Private Client Group Pep (FL) $171K · 56
- Second Half Inc. 401(k) Plan (MS) $171K · 1
- Mlc Constructors 401(k) (CA) $171K · 4
- W. Jordan, Inc. 401(k) Profit Sharing Plan (PA) $171K · 5
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.