401(k) · DOL Form 5500 · 2023

Lifeplan Cco Ny, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
837
Participants Near avg headcount
66th
Percentile by assets National rank
$16,960
Avg per participant Low balance/head
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Official DOL plan name: Lifeplan Cco 401(k) Retirement Plan · Sponsored by Lifeplan Cco Ny, LLC · New York · Healthcare & Social Assistance

$14M in assets, 837 participants

Lifeplan Cco Ny, LLC's Lifeplan Cco 401(k) Retirement Plan reported $14M in total assets and 837 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,588 in Healthcare & Social Assistance (17,684 peers)

Lifeplan Cco Ny, LLC multi-year trail

Lifeplan Cco Ny, LLC's plans moved +106.6% in assets from 2022 to 2024; this filing shows Lifeplan Cco 401(k) Retirement Plan at $14M / 837 participants.

#12,588
in Healthcare & Social Assistance (17,684 peers)
+43.8%
assets growth YoY

Lifeplan Cco 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lifeplan Cco 401(k) Retirement Plan vs every filed plan by assets

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

$14,195,340 Top 34% higher than 66% 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

Lifeplan Cco 401(k) Retirement 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. Lifeplan Cco 401(k) Retirement Plan sits mid-pack in the medium band (837 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifeplan Cco 401(k) Retirement Plan reported net income rose from $840K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lifeplan Cco 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Lifeplan Cco 401(k) Retirement Plan reported participants rose from 784 in the plan year 2022 filing to 837 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 823070045 · Lifeplan Cco Ny, LLC PY 2023 · 401(k)

Lifeplan Cco 401(k) Retirement Plan · $14M · 837 · 66th

  • TYPE $14M
  • NET 837
  • BOOK 66th
  • VS-ST 401(k)
  • BOY near J Becker Solutions Inc 401(k) Profit Sharing Plan & Trust
  • SCH ind #12588

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 New York →

Lifeplan Cco 401(k) Retirement Plan in the asset neighbourhood

Lifeplan Cco 401(k) Retirement PlanLifeplan Cco 401(k) Retireme…$14MJ Becker Solutions Inc 401(k) Profit Sharing Plan & TrustJ Becker Solutions Inc 401(k…$14MBird Rides, Inc. 401(k) Plan$14MFirst Reliance Bank Employee Stock Ownership PlanFirst Reliance Bank Employee…$14MCustom Learning Designs, Inc. 401(k) PlanCustom Learning Designs, Inc…$14M
End-of-year total assets ($M) among Lifeplan Cco 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lifeplan Cco Ny, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lifeplan Cco Ny, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 106.5941356541529% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.87M $20.4M ▲ +106.7%
Year Plans Participants Total Assets
2022 1 784 $10M
2023 1 837 $14M
2024 1 888 $20M

Lifeplan Cco Ny, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN823070045
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Lifeplan Cco 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lifeplan Cco 401(k) Retirement Plan, Total assets ($B): 0.01419534 · Participants: 837Lifeplan Cco 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Lifeplan Cco 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lifeplan Cco 401(k) Retirement Plan side-by-side with 3 peers →

Lifeplan Cco 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is J Becker Solutions Inc 401(k) Profit Sharing Plan & Trust in OH ($14M); by covered participants it is Pla 401(k) Plan in TX (837 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (837 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 Lifeplan Cco 401(k) Retirement Plan assets move in 2023? ▼
Lifeplan Cco 401(k) Retirement Plan surged - up 43.8% during 2023, from $10M to $14M. Reported net income was $4M.
How have Lifeplan Cco Ny, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifeplan Cco Ny, LLC's sponsor-wide assets grew 106.6%, from $10M to $20M.
Which 401(k) plans are similar in size to Lifeplan Cco 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is J Becker Solutions Inc 401(k) Profit Sharing Plan & Trust in OH ($14M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Lifeplan Cco 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pla 401(k) Plan in TX (837 participants, $8M 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 823070045.

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.