Other · DOL Form 5500 · 2023

Local Initiatives Support Corp. Retirement Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
568
Participants Below avg headcount
89th
Percentile by assets National rank
$122,483
Avg per participant Near avg balance/head
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Official DOL plan name: Local Initiatives Support Corporation Tax Sheltered Annuity Plan · Sponsored by Local Initiatives Support Corp. · New York · Other Services

$70M in assets, 568 participants

Local Initiatives Support Corp.'s Local Initiatives Support Corporation Tax Sheltered Annuity Plan reported $70M in total assets and 568 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,489 in Other Services (7,857 peers)

Where Local Initiatives Support Corporation Tax Sheltered Annuity Plan sits by assets

Local Initiatives Support Corporation Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $70M for 568 participants (~$122,483/participant), up 22.9% in 2023.

#7,489
in Other Services (7,857 peers)
+22.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Local Initiatives Support Corporation Tax Sheltered Annuity Plan's outsized position by total assets

Local Initiatives Support Corporation Tax Sheltered Annuity Plan vs every filed plan by assets

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

$69,570,555 Top 11% higher than 89% 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 Tax Sheltered Annuity 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 Tax Sheltered Annuity Plan sits mid-pack in the medium band (568 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local Initiatives Support Corporation Tax Sheltered Annuity Plan reported net income rose from -$13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Local Initiatives Support Corporation Tax Sheltered Annuity Plan end-of-year assets rose from $57M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Local Initiatives Support Corporation Tax Sheltered Annuity Plan reported participants rose from 547 in the plan year 2022 filing to 568 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133030229 · Local Initiatives Support Corp. PY 2023 · Other

Local Initiatives Support Corporation Tax Sheltered Annuity Plan · $70M · 568 · 89th

  • PCT $70M
  • PCT 568
  • PCT 89th
  • PCT Other
  • PCT near Oral Roberts University Retirement Plan
  • PCT ind #7489

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 Tax Sheltered Annuity Plan in the asset neighbourhood

Simpson College Defined Contribution Retirement PlanSimpson College Defined Cont…$70MLocal Initiatives Support Corporation Tax Sheltered Annuity PlanLocal Initiatives Support Co…$70MOral Roberts University Retirement PlanOral Roberts University Reti…$70MShady Side Academy Retirement PlanShady Side Academy Retiremen…$70MAmerican Mathematical Society Tax-Deferred Annuity PlanAmerican Mathematical Societ…$70M
End-of-year total assets ($M) among Local Initiatives Support Corporation Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$70M
Net Income$13M
Employer EIN133030229
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local Initiatives Support Corp.)

Sponsor-wide plan assets over time

All Local Initiatives Support Corp. 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 Other Plans in New York

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

Local Initiatives Support Corporation Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Local Initiatives Support Corporation Tax Sheltered Annuity Plan, Total assets ($B): 0.069570555 · Participants: 568Local Initiatives Support Corporation Tax Sheltered Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Local Initiatives Support Corporation Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Local Initiatives Support Corporation Tax Sheltered Annuity Plan side-by-side with 3 peers →

Local Initiatives Support Corporation Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Oral Roberts University Retirement Plan in OK ($70M); by covered participants it is La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust in NM (568 participants). Same-state nearby plans are listed separately above.

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 Tax Sheltered Annuity Plan assets move in 2023? ▼
Local Initiatives Support Corporation Tax Sheltered Annuity Plan grew sharply - up 22.9% during 2023, from $57M to $70M. Reported net income was $13M.
How have Local Initiatives Support Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local Initiatives Support Corp.'s sponsor-wide assets grew 44.1%, from $110M to $158M.
Where does Local Initiatives Support Corporation Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Local Initiatives Support Corporation Tax Sheltered Annuity Plan ranks in the 89th 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 Other plans are similar in size to Local Initiatives Support Corporation Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Oral Roberts University Retirement Plan in OK ($70M, 505 participants).
Which Other plans cover a similar participant headcount to Local Initiatives Support Corporation Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust in NM (568 participants, $24M 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.