401(k) · DOL Form 5500 · 2023

Local Initiatives Support Corporation 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
567
Participants Below avg headcount
88th
Percentile by assets National rank
$117,650
Avg per participant Below avg balance/head
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Official DOL plan name: Local Initiatives Support Corporation 401(k) Plan · Sponsored by Local Initiatives Support Corporation · New York · Other Services

$67M in assets, 567 participants

Local Initiatives Support Corporation's Local Initiatives Support Corporation 401(k) Plan reported $67M in total assets and 567 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,476 in Other Services (7,857 peers)

Where Local Initiatives Support Corporation 401(k) Plan sits by assets

Local Initiatives Support Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $67M for 567 participants (~$117,650/participant), up 25.3% in 2023.

#7,476
in Other Services (7,857 peers)
+25.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Local Initiatives Support Corporation 401(k) Plan's outsized position by total assets

Local Initiatives Support Corporation 401(k) Plan vs every filed plan by assets

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

$66,707,328 Top 12% higher than 88% 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

Local Initiatives Support Corporation 401(k) 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. Local Initiatives Support Corporation 401(k) Plan sits mid-pack in the medium band (567 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local Initiatives Support Corporation 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Local Initiatives Support Corporation 401(k) Plan end-of-year assets rose from $53M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Local Initiatives Support Corporation 401(k) Plan reported participants rose from 547 in the plan year 2022 filing to 567 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133030229 · Local Initiatives Support Corporation PY 2023 · 401(k)

Local Initiatives Support Corporation 401(k) Plan · $67M · 567 · 88th

  • EBSA $67M
  • EBSA 567
  • EBSA 88th
  • EBSA 401(k)
  • EBSA near Valuation Research Corporation Employees' Profit Sharing Plan
  • EBSA ind #7476

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 Other Services retirement plans → · Plans in New York →

Local Initiatives Support Corporation 401(k) Plan in the asset neighbourhood

Local Initiatives Support Corporation 401(k) PlanLocal Initiatives Support Co…$67MValuation Research Corporation Employees' Profit Sharing PlanValuation Research Corporati…$67MAmli Residential Properties 401(k) PlanAmli Residential Properties …$67MM. Holland Company 401(k) Profit Sharing Plan and TrustM. Holland Company 401(k) Pr…$67MDraexlmaier Automotive 401(k) PlanDraexlmaier Automotive 401(k…$67M
End-of-year total assets ($M) among Local Initiatives Support Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$67M
Net Income$13M
Employer EIN133030229
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local Initiatives Support Corporation)

Sponsor-wide plan assets over time

All Local Initiatives Support Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$158M 44.13565339747885% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $110M $158M ▲ +44.1%
Year Plans Participants Total Assets
2022 2 1,094 $110M
2023 2 1,135 $136M
2024 2 1,135 $158M

Nearby 401(k) Plans in New York

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

Local Initiatives Support Corporation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Local Initiatives Support Corporation 401(k) Plan, Total assets ($B): 0.066707328 · Participants: 567Local Initiatives Support Corporation 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Local Initiatives Support Corporation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local Initiatives Support Corporation 401(k) Plan side-by-side with 3 peers →

Local Initiatives Support Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Valuation Research Corporation Employees' Profit Sharing Plan in WI ($67M); by covered participants it is Van Eerden Savings and Retirement Plan in MI (567 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (567 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 Local Initiatives Support Corporation 401(k) Plan assets move in 2023? ▼
Local Initiatives Support Corporation 401(k) Plan grew sharply - up 25.3% during 2023, from $53M to $67M. Reported net income was $13M.
How have Local Initiatives Support Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local Initiatives Support Corporation's sponsor-wide assets grew 44.1%, from $110M to $158M.
Where does Local Initiatives Support Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Local Initiatives Support Corporation 401(k) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Local Initiatives Support Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valuation Research Corporation Employees' Profit Sharing Plan in WI ($67M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Local Initiatives Support Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Van Eerden Savings and Retirement Plan in MI (567 participants, $34M 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 133030229.

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.