401(k) · DOL Form 5500 · 2023

Independent Living Association 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
457
Participants Below avg headcount
51st
Percentile by assets National rank
$15,246
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Independent Living Profit Sharing Plan - Union · Sponsored by Independent Living Association · New York · Healthcare & Social Assistance

$7M in assets, 457 participants

Independent Living Association's Independent Living Profit Sharing Plan - Union reported $7M in total assets and 457 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,943 in Healthcare & Social Assistance (17,684 peers)

Independent Living Association multi-year trail

Independent Living Association's plans moved +30.2% in assets from 2022 to 2024; this filing shows Independent Living Profit Sharing Plan - Union at $7M / 457 participants.

#9,943
in Healthcare & Social Assistance (17,684 peers)
+13.9%
assets growth YoY

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

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

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

$6,967,349 Top 49% higher than 51% 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 - 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 - Union sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independent Living Profit Sharing Plan - Union end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Independent Living Profit Sharing Plan - Union reported participants fell from 497 in the plan year 2022 filing to 457 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Independent Living Profit Sharing Plan - Union · $7M · 457 · 51st

  • BOOK $7M
  • VS-ST 457
  • BOY 51st
  • SCH 401(k)
  • EBSA near Kdp Investments, LLC 401(k) Plan
  • PART ind #9943

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 - Union in the asset neighbourhood

Independent Living Profit Sharing Plan - UnionIndependent Living Profit Sh…$7MKdp Investments, LLC 401(k) PlanKdp Investments, LLC 401(k) …$7MComtech, LLC Retirement Plan$7MSuhner USA 401(k) Plan$7MArdmore Home Design, Inc. 401(k) Profit Sharing PlanArdmore Home Design, Inc. 40…$7M
End-of-year total assets ($M) among Independent Living Profit Sharing Plan - Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Independent Living Association multi-year asset trail

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

Independent Living Association filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$898K
Employer EIN112729771
Plan Effective Date2006-03-01
Filing StatusFILING RECEIVED

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 - Union vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Independent Living Profit Sharing Plan - Union, Total assets ($B): 0.006967349 · Participants: 457Independent Living Profit Sharing Plan - 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 - Union vs. nearby 401(k) plans in New York, assets vs. participants
Compare Independent Living Profit Sharing Plan - Union side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Kdp Investments, LLC 401(k) Plan in MD ($7M); by covered participants it is Tol 401(k) Retirement Plan in TX (457 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (457 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 - Union assets move in 2023? ▼
Independent Living Profit Sharing Plan - Union grew at a solid clip - up 13.9% during 2023, from $6M to $7M. Reported net income was $898K.
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 - Union? ▼
Among 401(k) plans in other states, the closest by assets is Kdp Investments, LLC 401(k) Plan in MD ($7M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Independent Living Profit Sharing Plan - Union? ▼
Among 401(k) plans in other states, the closest by covered participants is Tol 401(k) Retirement Plan in TX (457 participants, $4M 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.