401(k) · DOL Form 5500 · 2023

Ez Life Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$196K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$98,192
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ez Life Holdings Retirement Plan · Sponsored by Ez Life Holdings, Inc · Illinois · Finance & Insurance

$196K in assets, 2 participants

Ez Life Holdings, Inc's Ez Life Holdings Retirement Plan reported $196K in total assets and 2 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.

  • #551 in Finance & Insurance (8,869 peers)

Ez Life Holdings, Inc multi-year trail

Ez Life Holdings, Inc's plans moved -74.8% in assets from 2022 to 2024; this filing shows Ez Life Holdings Retirement Plan at $196K / 2 participants.

#551
in Finance & Insurance (8,869 peers)
-68.7%
assets change YoY

The plan reported a net loss of $432K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ez Life Holdings Retirement Plan among the smaller filed plans by assets

Ez Life Holdings Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$196,384 10th percentile higher than 10% of 127,068 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 2023

Ez Life Holdings Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ez Life Holdings Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ez Life Holdings Retirement Plan reported net income fell from -$125K in the plan year 2022 filing to -$432K in the plan year 2023 filing.
  • Ez Life Holdings Retirement Plan end-of-year assets fell from $628K in the plan year 2022 filing to $196K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 843176664 · Ez Life Holdings, Inc PY 2023 · 401(k)

Ez Life Holdings Retirement Plan · $196K · 2 · 10th

  • RANK $196K
  • PHOTO 2
  • IND 10th
  • EOY 401(k)
  • 5500 near Alex Bell Dental 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #551

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 Illinois →

Ez Life Holdings Retirement Plan in the asset neighbourhood

Ez Life Holdings Retirement PlanEz Life Holdings Retirement …$196KAlex Bell Dental 401(k) Profit Sharing Plan & TrustAlex Bell Dental 401(k) Prof…$196KBroesamle, Inc. 401(k) Plan$196KHirt Family Corp. Retirement PlanHirt Family Corp. Retirement…$196KThomas Franklin Inc. 401(k) PlanThomas Franklin Inc. 401(k) …$196K
End-of-year total assets ($M) among Ez Life Holdings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ez Life Holdings, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ez Life Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$158K 74.77851588125522% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.63M $0.16M ▼ -74.6%
Year Plans Participants Total Assets
2022 1 2 $628K
2023 1 2 $196K
2024 1 2 $158K

Ez Life Holdings, Inc filing trail (2023)

Total Assets (Beginning of Year)$628K
Net Assets (End of Year)$196K
Net Income-$432K
Employer EIN843176664
Plan Effective Date2019-09-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Ez Life Holdings Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ez Life Holdings Retirement Plan, Total assets ($B): 0.000196384 · Participants: 2Ez Life Holdings Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Ez Life Holdings Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ez Life Holdings Retirement Plan side-by-side with 3 peers →

Ez Life Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Alex Bell Dental 401(k) Profit Sharing Plan & Trust in OH ($196K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($196K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Ez Life Holdings Retirement Plan assets move in 2023? ▼
Ez Life Holdings Retirement Plan contracted severely - down 68.7% during 2023, from $628K to $196K. Reported net income was -$432K.
How have Ez Life Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ez Life Holdings, Inc's sponsor-wide assets declined 74.8%, from $628K to $158K.
Where does Ez Life Holdings Retirement Plan rank by assets among Form 5500 filers? ▼
Ez Life Holdings Retirement Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ez Life Holdings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alex Bell Dental 401(k) Profit Sharing Plan & Trust in OH ($196K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Ez Life Holdings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843176664.

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.