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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

The Carroll School Retirement PlanThe Carroll School Retiremen…$32MLifetime Assistance, Inc. Employee Retirement PlanLifetime Assistance, Inc. Em…$32MLansing Local #826 Glaziers' Retirement Trust FundLansing Local #826 Glaziers'…$32MSnf Holding Company Retirement Savings PlanSnf Holding Company Retireme…$32MHlp a Plan$32M
End-of-year total assets ($M) among Lifetime Assistance, Inc. Employee Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN222221158
Plan Effective Date1993-01-01
Filing StatusFILING 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
$26M$28M$30M$32M$34M$36M 202220232024 $27.8M $33.4M ▲ +20.5%
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.

Lifetime Assistance, Inc. Employee Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Lifetime Assistance, Inc. Employee Retirement Plan, Total assets ($B): 0.031748983 · Participants: 1333Lifetime Assistance, Inc. Employee Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Lifetime Assistance, Inc. Employee Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (1,333 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 Lifetime Assistance, Inc. Employee Retirement Plan assets move in 2023? ▼
Lifetime Assistance, Inc. Employee Retirement Plan grew at a solid clip - up 14.4% during 2023, from $28M to $32M. Reported net income was $4M.
How have Lifetime Assistance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifetime Assistance, Inc.'s sponsor-wide assets grew 20.5%, from $28M to $33M.
Where does Lifetime Assistance, Inc. Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Lifetime Assistance, Inc. Employee Retirement Plan ranks in the 80th 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 Profit Sharing plans are similar in size to Lifetime Assistance, Inc. Employee Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lansing Local #826 Glaziers' Retirement Trust Fund in MI ($32M, 134 participants).
Which Profit Sharing plans cover a similar participant headcount to Lifetime Assistance, Inc. Employee Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plumbers & Pipe Fitters Local 354 Pension Fund in PA (1,330 participants, $123M in assets).