401(k) · DOL Form 5500 · 2023

Independent Living Association 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
145
Participants Small participant base
43rd
Percentile by assets National rank
$32,715
Avg per participant Low balance/head
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Official DOL plan name: Independent Living Profit Sharing Plan - Non Union · Sponsored by Independent Living Association · New York · Healthcare & Social Assistance

$5M in assets, 145 participants

Independent Living Association's Independent Living Profit Sharing Plan - Non Union reported $5M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,302 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Independent Living Profit Sharing Plan - Non Union covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,302
in Healthcare & Social Assistance (17,684 peers)
+21.6%
assets growth YoY

Independent Living Profit Sharing Plan - Non Union's mid-pack asset rank among Healthcare & Social Assistance and all filers

Independent Living Profit Sharing Plan - Non Union vs every filed plan by assets

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

$4,743,679 43rd percentile higher than 43% 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

Independent Living Profit Sharing Plan - Non Union 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. Independent Living Profit Sharing Plan - Non Union sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independent Living Profit Sharing Plan - Non Union reported net income rose from -$124K in the plan year 2022 filing to $795K in the plan year 2023 filing.
  • Independent Living Profit Sharing Plan - Non Union end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Independent Living Profit Sharing Plan - Non Union reported participants rose from 143 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112729771 · Independent Living Association PY 2023 · 401(k)

Independent Living Profit Sharing Plan - Non Union · $5M · 145 · 43rd

  • PHOTO $5M
  • PHOTO 145
  • PHOTO 43rd
  • PHOTO 401(k)
  • PHOTO near Transformation Systems, Inc. 401(k) Plan
  • PHOTO ind #8302

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 →

Independent Living Profit Sharing Plan - Non Union in the asset neighbourhood

Independent Living Profit Sharing Plan - Non UnionIndependent Living Profit Sh…$5MTransformation Systems, Inc. 401(k) PlanTransformation Systems, Inc.…$5MDenver Hardwood Co., Inc. 401(k) PlanDenver Hardwood Co., Inc. 40…$5M1st Electric 401(k) Plan$5MJack Lawton, LLC 401(k) Retirement PlanJack Lawton, LLC 401(k) Reti…$5M
End-of-year total assets ($M) among Independent Living Profit Sharing Plan - Non Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$795K
Employer EIN112729771
Plan Effective Date2006-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Living Association)

Sponsor-wide plan assets over time

All Independent Living Association plans reported in each filing year

Latest sponsor-wide plan assets
$13M 30.221470089619746% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10M $13.1M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 640 $10M
2023 2 602 $12M
2024 2 634 $13M

Nearby 401(k) Plans in New York

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

Independent Living Profit Sharing Plan - Non Union vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Independent Living Profit Sharing Plan - Non Union, Total assets ($B): 0.004743679 · Participants: 145Independent Living Profit Sharing Plan - Non UnionIBM 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
Independent Living Profit Sharing Plan - Non Union vs. nearby 401(k) plans in New York, assets vs. participants
Compare Independent Living Profit Sharing Plan - Non Union side-by-side with 3 peers →

Independent Living Profit Sharing Plan - Non Union's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Transformation Systems, Inc. 401(k) Plan in VA ($5M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Independent Living Profit Sharing Plan - Non Union assets move in 2023? ▼
Independent Living Profit Sharing Plan - Non Union grew sharply - up 21.6% during 2023, from $4M to $5M. Reported net income was $795K.
How have Independent Living Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Living Association's sponsor-wide assets grew 30.2%, from $10M to $13M.
Which 401(k) plans are similar in size to Independent Living Profit Sharing Plan - Non Union? ▼
Among 401(k) plans in other states, the closest by assets is Transformation Systems, Inc. 401(k) Plan in VA ($5M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Independent Living Profit Sharing Plan - Non Union? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A 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 112729771.

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.