401(k) · DOL Form 5500 · 2023

Lifeway Mobility Holding, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
252
Participants Below avg headcount
41st
Percentile by assets National rank
$16,331
Avg per participant Low balance/head
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Official DOL plan name: Lifeway Mobility 401(k) Profit Sharing Plan · Sponsored by Lifeway Mobility Holding, LLC · Connecticut · Healthcare & Social Assistance

$4M in assets, 252 participants

Lifeway Mobility Holding, LLC's Lifeway Mobility 401(k) Profit Sharing Plan reported $4M in total assets and 252 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.

  • #7,721 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Lifeway Mobility 401(k) Profit Sharing Plan covers 252 participants in Connecticut, about 35% of the average Connecticut filer (state average ~718 per filing). Assets: $4M.

#7,721
in Healthcare & Social Assistance (17,684 peers)
+50.8%
assets growth YoY

Lifeway Mobility 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lifeway Mobility 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,115,312 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

Lifeway Mobility 401(k) Profit Sharing 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. Lifeway Mobility 401(k) Profit Sharing Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifeway Mobility 401(k) Profit Sharing Plan reported net income rose from $113K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lifeway Mobility 401(k) Profit Sharing Plan reported participants rose from 166 in the plan year 2022 filing to 252 in the plan year 2023 filing.
  • Lifeway Mobility 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 474807209 · Lifeway Mobility Holding, LLC PY 2023 · 401(k)

Lifeway Mobility 401(k) Profit Sharing Plan · $4M · 252 · 41st

  • SCH $4M
  • EBSA 252
  • PART 41st
  • TYPE 401(k)
  • NET near The Primary School 401(k) Plan
  • BOOK ind #7721

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Lifeway Mobility 401(k) Profit Sharing Plan in the asset neighbourhood

Lifeway Mobility 401(k) Profit Sharing PlanLifeway Mobility 401(k) Prof…$4MThe Primary School 401(k) PlanThe Primary School 401(k) Pl…$4MTasso Inc. 401(k) Plan$4MJones Energy, LLC Profit Sharing PlanJones Energy, LLC Profit Sha…$4MCargo Partner Network 401(k) PlanCargo Partner Network 401(k)…$4M
End-of-year total assets ($M) among Lifeway Mobility 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN474807209
Plan Effective Date1999-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifeway Mobility Holding, LLC)

Sponsor-wide plan assets over time

All Lifeway Mobility Holding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 104.64776247277732% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.73M $5.58M ▲ +104.4%
Year Plans Participants Total Assets
2022 1 166 $3M
2023 1 252 $4M
2024 1 244 $6M

Nearby 401(k) Plans in Connecticut

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

Lifeway Mobility 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lifeway Mobility 401(k) Profit Sharing Plan, Total assets ($B): 0.004115312 · Participants: 252Lifeway Mobility 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Lifeway Mobility 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Lifeway Mobility 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lifeway Mobility 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Primary School 401(k) Plan in CA ($4M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Lifeway Mobility 401(k) Profit Sharing Plan assets move in 2023? ▼
Lifeway Mobility 401(k) Profit Sharing Plan surged - up 50.8% during 2023, from $3M to $4M. Reported net income was $1M.
How have Lifeway Mobility Holding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifeway Mobility Holding, LLC's sponsor-wide assets grew 104.6%, from $3M to $6M.
Which 401(k) plans are similar in size to Lifeway Mobility 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Primary School 401(k) Plan in CA ($4M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Lifeway Mobility 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants, $29M 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 474807209.

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.