ESOP · DOL Form 5500 · 2023

Life's Abundance Inc ESOP

Data updated 2026-08-11

$20M
Total assets
59
Participants
72nd
Percentile by assets
$332,434
Avg per participant
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Official DOL plan name: Life's Abundance Inc Employee Stock Ownership Plan · Sponsored by Life's Abundance Inc · Florida · Professional & Technical Services

$20M in assets, 59 participants

Life's Abundance Inc's Life's Abundance Inc Employee Stock Ownership Plan reported $20M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • 72nd percentile by assets (of 127,072 plans)
  • #14,638 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Life's Abundance Inc Employee Stock Ownership Plan holds $20M for 59 participants - about $332,434 per participant, above the median plan by assets.

$20M
total plan assets (2023 EOY)
59
covered participants
72nd
percentile by assets (of 127,072 plans)
$332,434
avg assets per participant

Where Life's Abundance Inc Employee Stock Ownership Plan sits by total assets

Life's Abundance Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$19,613,626 Top 28% higher than 72% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Life's Abundance Inc Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $290K in the plan year 2023 filing.
  • Life's Abundance Inc Employee Stock Ownership Plan reported participants rose from 46 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

ESOP filing for Life's Abundance Inc Employee Stock Ownership Plan

ESOP filing for plan year 2023: EIN 465246499 ; effective since 2012-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income$290K
Employer EIN465246499
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Life's Abundance Inc)

$19.6M$19.6M$19.7M$19.7M$19.8M 202220232024 $19.6M $19.7M ▲ +0.5%
Total plan assets by year, all Life's Abundance Inc plans on file
Year Plans Participants Total Assets
2022 1 46 $20M
2023 1 59 $20M
2024 1 53 $20M

Nearby ESOP Plans in Florida

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

Life's Abundance Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Life's Abundance Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Life's Abundance Inc…Publix Super Markets…Raymond James Financ…Rsr Employee Stock O…Summit Companies Hol…Thirty Fifteen Emplo…
Life's Abundance Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Life's Abundance Inc Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Life's Abundance Inc Employee Stock Ownership Plan assets move in 2023?
Life's Abundance Inc Employee Stock Ownership Plan held essentially flat - down 0.1% during 2023, from $20M to $20M. Reported net income was $290K.
How have Life's Abundance Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Life's Abundance Inc's sponsor-wide assets grew 0.4%, from $20M to $20M.
Which ESOP plans are similar in size to Life's Abundance Inc Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($20M, 258 participants).

Next read for Life's Abundance Inc Employee Stock Owne…

Filing takeaways

Ways to act on Life's Abundance Inc Employee Stock Ownership Plan's numbers.