ESOP · DOL Form 5500 · 2023
Life-Assist, Inc. ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 104
- Participants
- 71st
- Percentile by assets
- $178,961
- Avg per participant
Official DOL plan name: Life-Assist, Inc. Employee Stock Ownership Plan · Sponsored by Life-Assist, Inc. · California · Wholesale Trade
$19M in assets, 104 participants
Life-Assist, Inc.'s Life-Assist, Inc. Employee Stock Ownership Plan reported $19M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 127,072 plans)
- #4,275 in Wholesale Trade (6,309 peers)
Coverage in California
Life-Assist, Inc. Employee Stock Ownership Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $19M.
- $19M
- total plan assets (2023 EOY)
- 104
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $178,961
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Life-Assist, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Life-Assist, Inc. Employee Stock Ownership Plan reported net income rose from -$19M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Life-Assist, Inc. Employee Stock Ownership Plan reported participants rose from 91 in the plan year 2022 filing to 104 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Life-Assist, Inc. Employee Stock Ownership Plan reports 104 participants - about 17% of that state average ($19M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$3M |
| Net Income | $16M |
| Employer EIN | 942440500 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Life-Assist, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $3M |
| 2023 | 1 | 104 | $19M |
| 2024 | 1 | 104 | $27M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Life-Assist, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Life-Assist, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Life-Assist, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Life-Assist, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Life-Assist, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Life-Assist, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Life-Assist, Inc.'s sponsor-wide assets have grown 823.0% since 2022 across 3 plan years on file. More Wholesale Trade plans