401(k) · DOL Form 5500 · 2023

Lift, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
369
Participants Below avg headcount
80th
Percentile by assets National rank
$86,421
Avg per participant Below avg balance/head
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Official DOL plan name: Lift, Inc. Employee 401(k) Incentive Savings & Psp · Sponsored by Lift, Inc. · Pennsylvania · Wholesale Trade

$32M in assets, 369 participants

Lift, Inc.'s Lift, Inc. Employee 401(k) Incentive Savings & Psp reported $32M in total assets and 369 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.

  • #5,018 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Lift, Inc. Employee 401(k) Incentive Savings & Psp covers 369 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $32M.

#5,018
in Wholesale Trade (6,309 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lift, Inc. Employee 401(k) Incentive Savings & Psp's outsized position by total assets

Lift, Inc. Employee 401(k) Incentive Savings & Psp vs every filed plan by assets

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

$31,889,392 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

Lift, Inc. Employee 401(k) Incentive Savings & Psp 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. Lift, Inc. Employee 401(k) Incentive Savings & Psp sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lift, Inc. Employee 401(k) Incentive Savings & Psp reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lift, Inc. Employee 401(k) Incentive Savings & Psp end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Lift, Inc. Employee 401(k) Incentive Savings & Psp reported participants rose from 319 in the plan year 2022 filing to 369 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232574915 · Lift, Inc. PY 2023 · 401(k)

Lift, Inc. Employee 401(k) Incentive Savings & Psp · $32M · 369 · 80th

  • BOY $32M
  • SCH 369
  • EBSA 80th
  • PART 401(k)
  • TYPE near Viewpointe Archive Services 401(k) Plan
  • NET ind #5018

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Lift, Inc. Employee 401(k) Incentive Savings & Psp in the asset neighbourhood

Lift, Inc. Employee 401(k) Incentive Savings & PspLift, Inc. Employee 401(k) I…$32MViewpointe Archive Services 401(k) PlanViewpointe Archive Services …$32MMelrose 401(k) Savings Plan$32MH&w Holding Company Employee Stock Ownership PlanH&w Holding Company Employee…$32MStrata G Profit Sharing Plan$32M
End-of-year total assets ($M) among Lift, Inc. Employee 401(k) Incentive Savings & Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN232574915
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lift, Inc.)

Sponsor-wide plan assets over time

All Lift, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 42.79342966654175% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $103M $147M ▲ +42.8%
Year Plans Participants Total Assets
2022 2 599 $103M
2023 2 687 $122M
2024 2 732 $147M

Nearby 401(k) Plans in Pennsylvania

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

Lift, Inc. Employee 401(k) Incentive Savings & Psp vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Lift, Inc. Employee 401(k) Incentive Savings & Psp, Total assets ($B): 0.031889392 · Participants: 369Lift, Inc. Employee 401(k) Incentive Savings & PspComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Lift, Inc. Employee 401(k) Incentive Savings & Psp vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lift, Inc. Employee 401(k) Incentive Savings & Psp side-by-side with 3 peers →

Lift, Inc. Employee 401(k) Incentive Savings & Psp's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Viewpointe Archive Services 401(k) Plan in NC ($32M); by covered participants it is Material Control, Inc. 401(k) Plan in IL (369 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 (369 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 Lift, Inc. Employee 401(k) Incentive Savings & Psp assets move in 2023? ▼
Lift, Inc. Employee 401(k) Incentive Savings & Psp grew sharply - up 15.8% during 2023, from $28M to $32M. Reported net income was $4M.
How have Lift, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lift, Inc.'s sponsor-wide assets grew 42.8%, from $103M to $147M.
Where does Lift, Inc. Employee 401(k) Incentive Savings & Psp rank by assets among Form 5500 filers? ▼
Lift, Inc. Employee 401(k) Incentive Savings & Psp 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 401(k) plans are similar in size to Lift, Inc. Employee 401(k) Incentive Savings & Psp? ▼
Among 401(k) plans in other states, the closest by assets is Viewpointe Archive Services 401(k) Plan in NC ($32M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Lift, Inc. Employee 401(k) Incentive Savings & Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Material Control, Inc. 401(k) Plan in IL (369 participants, $23M 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 232574915.

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.