401(k) · DOL Form 5500 · 2023

Lifestyle Communities, Ltd. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
410
Participants Below avg headcount
67th
Percentile by assets National rank
$36,788
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lifestyle Communities, Ltd. and Affiliates 401(k) Plan · Sponsored by Lifestyle Communities, Ltd. · Ohio · Construction

$15M in assets, 410 participants

Lifestyle Communities, Ltd.'s Lifestyle Communities, Ltd. and Affiliates 401(k) Plan reported $15M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,957 in Construction (9,030 peers)

Lifestyle Communities, Ltd. multi-year trail

Lifestyle Communities, Ltd.'s plans moved +34.9% in assets from 2022 to 2024; this filing shows Lifestyle Communities, Ltd. and Affiliates 401(k) Plan at $15M / 410 participants.

#5,957
in Construction (9,030 peers)
+8.3%
assets growth YoY

Lifestyle Communities, Ltd. and Affiliates 401(k) Plan's outsized position by total assets

Lifestyle Communities, Ltd. and Affiliates 401(k) Plan vs every filed plan by assets

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

$15,082,968 Top 33% higher than 67% 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

Lifestyle Communities, Ltd. and Affiliates 401(k) 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. Lifestyle Communities, Ltd. and Affiliates 401(k) Plan sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifestyle Communities, Ltd. and Affiliates 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lifestyle Communities, Ltd. and Affiliates 401(k) Plan reported participants fell from 457 in the plan year 2022 filing to 410 in the plan year 2023 filing.
  • Lifestyle Communities, Ltd. and Affiliates 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311468514 · Lifestyle Communities, Ltd. PY 2023 · 401(k)

Lifestyle Communities, Ltd. and Affiliates 401(k) Plan · $15M · 410 · 67th

  • SCH $15M
  • EBSA 410
  • PART 67th
  • TYPE 401(k)
  • NET near Smith Seed Services 401(k) Retirement Plan
  • BOOK ind #5957

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 Construction retirement plans → · Plans in Ohio →

Lifestyle Communities, Ltd. and Affiliates 401(k) Plan in the asset neighbourhood

Lifestyle Communities, Ltd. and Affiliates 401(k) PlanLifestyle Communities, Ltd. …$15MSmith Seed Services 401(k) Retirement PlanSmith Seed Services 401(k) R…$15MSbera 401(k) Plan as Adopted by Clinton Savings BankSbera 401(k) Plan as Adopted…$15MCorodata Corporation 401(k) PlanCorodata Corporation 401(k) …$15MThorp Controls Automation Solutions Profit Sharing TrustThorp Controls Automation So…$15M
End-of-year total assets ($M) among Lifestyle Communities, Ltd. and Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lifestyle Communities, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Lifestyle Communities, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 34.89781847796226% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $18.8M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 457 $14M
2023 1 410 $15M
2024 1 371 $19M

Lifestyle Communities, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN311468514
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Lifestyle Communities, Ltd. and Affiliates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Lifestyle Communities, Ltd. and Affiliates 401(k) Plan, Total assets ($B): 0.015082968 · Participants: 410Lifestyle Communities, Ltd. and Affiliates 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Lifestyle Communities, Ltd. and Affiliates 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Lifestyle Communities, Ltd. and Affiliates 401(k) Plan side-by-side with 3 peers →

Lifestyle Communities, Ltd. and Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Smith Seed Services 401(k) Retirement Plan in OR ($15M); by covered participants it is Logixhealth, Inc 401(k) Plan in MA (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Lifestyle Communities, Ltd. and Affiliates 401(k) Plan assets move in 2023? ▼
Lifestyle Communities, Ltd. and Affiliates 401(k) Plan grew at a solid clip - up 8.3% during 2023, from $14M to $15M. Reported net income was $1M.
How have Lifestyle Communities, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifestyle Communities, Ltd.'s sponsor-wide assets grew 34.9%, from $14M to $19M.
Which 401(k) plans are similar in size to Lifestyle Communities, Ltd. and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith Seed Services 401(k) Retirement Plan in OR ($15M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Lifestyle Communities, Ltd. and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logixhealth, Inc 401(k) Plan in MA (410 participants, $19M 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 311468514.

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.