Profit Sharing · DOL Form 5500 · 2023
Lifetime Assistance, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $32M
- Total assets
- 1,333
- Participants
- 80th
- Percentile by assets
- $23,818
- Avg per participant
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.
- 80th percentile by assets (of 127,072 plans)
- #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.
- $32M
- total plan assets (2023 EOY)
- 1,333
- covered participants
- 80th
- percentile by assets (of 127,072 plans)
- $23,818
- avg assets per participant
Where Lifetime Assistance, Inc. Employee Retirement Plan sits 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
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.
Lifetime Assistance, Inc. Employee Retirement Plan vs the 2023 asset distribution
By assets, Lifetime Assistance, Inc. Employee Retirement Plan outranks 80% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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.)
| 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
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lifetime Assistance, Inc. Employee Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Lifetime Assistance, Inc. Employee Retirement Plan assets move in 2023? ▼
How have Lifetime Assistance, Inc. plan assets changed over time? ▼
Where does Lifetime Assistance, Inc. Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Lifetime Assistance, Inc. Employee Retirement Plan? ▼
Next read for Lifetime Assistance, Inc. Employee Retir…
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Ways to act on Lifetime Assistance, Inc. Employee Retirement Plan's numbers.
- By total assets, Lifetime Assistance, Inc. Employee Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Lifetime Assistance, Inc.'s sponsor-wide assets have grown 20.5% since 2022 across 3 plan years on file. More Other Services plans