ESOP · DOL Form 5500 · 2023

Life-Assist, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
104
Participants Small participant base
71st
Percentile by assets National rank
$178,961
Avg per participant Above avg balance/head
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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.

  • #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.

#4,275
in Wholesale Trade (6,309 peers)
+534.0%
assets growth YoY

Life-Assist, Inc. Employee Stock Ownership Plan's outsized position by total assets

Life-Assist, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,611,940 Top 29% higher than 71% 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

Life-Assist, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Life-Assist, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (104 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942440500 · Life-Assist, Inc. PY 2023 · ESOP

Life-Assist, Inc. Employee Stock Ownership Plan · $19M · 104 · 71st

  • EBSA $19M
  • PART 104
  • TYPE 71st
  • NET ESOP
  • BOOK near Oasys, Inc. Employee Stock Ownership Plan
  • VS-ST ind #4275

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 What is an ESOP? → · Plans in California →

Life-Assist, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Minnesota Ag Group, Inc. Employee Stock Ownership PlanMinnesota Ag Group, Inc. Emp…$19MUnited Forming, Inc. Employee Stock Ownership PlanUnited Forming, Inc. Employe…$19MLife-Assist, Inc. Employee Stock Ownership PlanLife-Assist, Inc. Employee S…$19MOasys, Inc. Employee Stock Ownership PlanOasys, Inc. Employee Stock O…$19MSchwartz & Co. Enterprises, Ltd Employee Stock Ownership PlanSchwartz & Co. Enterprises, …$19M
End-of-year total assets ($M) among Life-Assist, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$3M
Net Income$16M
Employer EIN942440500
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Life-Assist, Inc.)

Sponsor-wide plan assets over time

All Life-Assist, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 823.0071208015628% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $2.94M $27.1M ▲ +821.8%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Life-Assist, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01861194 · Participants: 104Life-Assist, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Life-Assist, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Life-Assist, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Life-Assist, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Oasys, Inc. Employee Stock Ownership Plan in AL ($19M); by covered participants it is All Weather Contractors, Inc. Employee Stock Ownership Plan in FL (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Life-Assist, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Life-Assist, Inc. Employee Stock Ownership Plan surged - up 534.0% during 2023, from $3M to $19M. Reported net income was $16M.
How have Life-Assist, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Life-Assist, Inc.'s sponsor-wide assets grew 823.0%, from $3M to $27M.
Which ESOP plans are similar in size to Life-Assist, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Oasys, Inc. Employee Stock Ownership Plan in AL ($19M, 88 participants).
Which ESOP plans cover a similar participant headcount to Life-Assist, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is All Weather Contractors, Inc. Employee Stock Ownership Plan in FL (104 participants, $10M 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 942440500.

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.