Other · DOL Form 5500 · 2023

Living Independently Forever, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
180
Participants Small participant base
41st
Percentile by assets National rank
$23,087
Avg per participant Low balance/head
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Official DOL plan name: Living Independently Forever, Inc. DC Retirement Plan · Sponsored by Living Independently Forever, Inc. · Massachusetts · Educational Services

$4M in assets, 180 participants

Living Independently Forever, Inc.'s Living Independently Forever, Inc. DC Retirement Plan reported $4M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,015 in Educational Services (3,735 peers)

Coverage in Massachusetts

Living Independently Forever, Inc. DC Retirement Plan covers 180 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#1,015
in Educational Services (3,735 peers)
+24.9%
assets growth YoY

Living Independently Forever, Inc. DC Retirement Plan's mid-pack asset rank among Educational Services and all filers

Living Independently Forever, Inc. DC Retirement Plan vs every filed plan by assets

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

$4,155,596 41st percentile higher than 41% 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

Living Independently Forever, Inc. DC Retirement 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. Living Independently Forever, Inc. DC Retirement Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Living Independently Forever, Inc. DC Retirement Plan reported net income rose from -$446K in the plan year 2022 filing to $827K in the plan year 2023 filing.
  • Living Independently Forever, Inc. DC Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Living Independently Forever, Inc. DC Retirement Plan reported participants rose from 170 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223190452 · Living Independently Forever, Inc. PY 2023 · Other

Living Independently Forever, Inc. DC Retirement Plan · $4M · 180 · 41st

  • EIN $4M
  • EIN 180
  • EIN 41st
  • EIN Other
  • EIN near Buffalo Bill Historical Center Tda
  • EIN ind #1015

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 Educational Services retirement plans → · Plans in Massachusetts →

Living Independently Forever, Inc. DC Retirement Plan in the asset neighbourhood

Living Independently Forever, Inc. DC Retirement PlanLiving Independently Forever…$4MBuffalo Bill Historical Center TdaBuffalo Bill Historical Cent…$4MPlanned Parenthood of the St. Louis Region Tsa PlanPlanned Parenthood of the St…$4MPortland Community Health Center 403(b) PlanPortland Community Health Ce…$4MEmployee Benefit Plan of Linxx Global Solutions, Inc.Employee Benefit Plan of Lin…$4M
End-of-year total assets ($M) among Living Independently Forever, Inc. DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$827K
Employer EIN223190452
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Living Independently Forever, Inc.)

Sponsor-wide plan assets over time

All Living Independently Forever, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 48.54557669749822% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.33M $4.94M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 170 $3M
2023 1 180 $4M
2024 1 187 $5M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Living Independently Forever, Inc. DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Living Independently Forever, Inc. DC Retirement Plan, Total assets ($B): 0.004155596 · Participants: 180Living Independently Forever, Inc. DC Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Living Independently Forever, Inc. DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Living Independently Forever, Inc. DC Retirement Plan side-by-side with 3 peers →

Living Independently Forever, Inc. DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Buffalo Bill Historical Center Tda in WY ($4M); by covered participants it is Penney Retirement Community 403(b) Plan in FL (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Living Independently Forever, Inc. DC Retirement Plan assets move in 2023? ▼
Living Independently Forever, Inc. DC Retirement Plan grew sharply - up 24.9% during 2023, from $3M to $4M. Reported net income was $827K.
How have Living Independently Forever, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Living Independently Forever, Inc.'s sponsor-wide assets grew 48.5%, from $3M to $5M.
Which Other plans are similar in size to Living Independently Forever, Inc. DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Buffalo Bill Historical Center Tda in WY ($4M, 108 participants).
Which Other plans cover a similar participant headcount to Living Independently Forever, Inc. DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Penney Retirement Community 403(b) Plan in FL (180 participants, $4M 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 223190452.

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.