Profit Sharing · DOL Form 5500 · 2023
Lifetime Assistance, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 1,333
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $23,818
- Avg per participant Low balance/head
Official DOL plan name: Lifetime Assistance, Inc. Employee Retirement Plan · Sponsored by Lifetime Assistance, Inc. · New York · Other Services
$32M in assets, 1,333 participants
Lifetime Assistance, Inc.'s Lifetime Assistance, Inc. Employee Retirement Plan reported $32M in total assets and 1,333 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #7,081 in Other Services (7,857 peers)
Where Lifetime Assistance, Inc. Employee Retirement Plan sits by assets
Lifetime Assistance, Inc. Employee Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 1,333 participants (~$23,818/participant), up 14.4% in 2023.
- #7,081
- in Other Services (7,857 peers)
- +14.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lifetime Assistance, Inc. Employee Retirement Plan's outsized position by total assets
Lifetime Assistance, Inc. Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,748,983 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lifetime Assistance, Inc. Employee Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifetime Assistance, Inc. Employee Retirement Plan lands in the large band (1,333 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lifetime Assistance, Inc. Employee Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Lifetime Assistance, Inc. Employee Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 222221158 · Lifetime Assistance, Inc. PY 2023 · Profit Sharing
Lifetime Assistance, Inc. Employee Retirement Plan · $32M · 1,333 · 80th
- PCT $32M
- PCT 1,333
- PCT 80th
- PCT Profit Sharing
- PCT near Lansing Local #826 Glaziers' Retirement Trust Fund
- PCT ind #7081
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 →
Lifetime Assistance, Inc. Employee Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 222221158 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifetime Assistance, Inc.)
Sponsor-wide plan assets over time
All Lifetime Assistance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 20.470998886819515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,331 | $28M |
| 2023 | 1 | 1,333 | $32M |
| 2024 | 1 | 1,382 | $33M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Lifetime Assistance, Inc. Employee Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Lansing Local #826 Glaziers' Retirement Trust Fund in MI ($32M); by covered participants it is Plumbers & Pipe Fitters Local 354 Pension Fund in PA (1,330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Lansing Local #826 Glaziers' Retirement Trust Fund (MI) $32M · 134
- Snf Holding Company Retirement Savings Plan (GA) $32M · 1,368
- Hlp a Plan (OH) $32M · 178
- The Carroll School Retirement Plan (MA) $32M · 206
Similar participant headcount
Nearest other-state filings by covered participants (1,333 participants); asset peers above are excluded.
- Plumbers & Pipe Fitters Local 354 Pension Fund (PA) 1,330 · 3 off
- Presbyterian Senior Living Defined Contribution Retirement Plan (PA) 1,339 · 6 off
- I.U.O.E. Local 98 Annuity Fund (MA) 1,326 · 7 off
- Building Laborers Local 310 Annuity Fund (OH) 1,341 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.