Profit Sharing · DOL Form 5500 · 2023

Independent Living Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
16
Participants Small participant base
25th
Percentile by assets National rank
$74,987
Avg per participant Below avg balance/head
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Official DOL plan name: Independent Living Services, Inc. Retirement Plan and Trust · Sponsored by Independent Living Services, Inc. · Idaho · Healthcare & Social Assistance

$1M in assets, 16 participants

Independent Living Services, Inc.'s Independent Living Services, Inc. Retirement Plan and Trust reported $1M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,791 in Healthcare & Social Assistance (17,684 peers)

Independent Living Services, Inc. multi-year trail

Independent Living Services, Inc.'s plans moved +48.6% in assets from 2022 to 2024; this filing shows Independent Living Services, Inc. Retirement Plan and Trust at $1M / 16 participants.

#3,791
in Healthcare & Social Assistance (17,684 peers)
+29.2%
assets growth YoY

Independent Living Services, Inc. Retirement Plan and Trust among the smaller filed plans by assets

Independent Living Services, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$1,199,789 25th percentile higher than 25% 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 Services, Inc. Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Living Services, Inc. Retirement Plan and Trust is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independent Living Services, Inc. Retirement Plan and Trust reported net income rose from -$9K in the plan year 2022 filing to $271K in the plan year 2023 filing.
  • Independent Living Services, Inc. Retirement Plan and Trust end-of-year assets rose from $929K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Independent Living Services, Inc. Retirement Plan and Trust reported participants rose from 13 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820474101 · Independent Living Services, Inc. PY 2023 · Profit Sharing

Independent Living Services, Inc. Retirement Plan and Trust · $1M · 16 · 25th

  • BOY $1M
  • SCH 16
  • EBSA 25th
  • PART Profit Sharing
  • TYPE near Dr. Freddy R. Mendez Torres Profit Sharing Plan
  • NET ind #3791

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 Idaho →

Independent Living Services, Inc. Retirement Plan and Trust in the asset neighbourhood

Independent Living Services, Inc. Retirement Plan and TrustIndependent Living Services,…$1MDr. Freddy R. Mendez Torres Profit Sharing PlanDr. Freddy R. Mendez Torres …$1MSouthwestern Radiology Services P.S.C. Ret. PlanSouthwestern Radiology Servi…$1MPerge, Inc. Retirement Plan$1MAngel Reyes Alicea Retirement PlanAngel Reyes Alicea Retiremen…$1M
End-of-year total assets ($M) among Independent Living Services, Inc. Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Independent Living Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Independent Living Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 48.63442063441632% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.93M $1.38M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 13 $929K
2023 1 16 $1M
2024 1 20 $1M

Independent Living Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$929K
Net Assets (End of Year)$1M
Net Income$271K
Employer EIN820474101
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Idaho

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Independent Living Services, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Independent Living Services, Inc. Retirement Plan and Trust, Total assets ($M): 1.199789 · Participants: 16Independent Living Services, Inc. Retirement Plan and TrustSt. Luke's Health System Performance Incentive and 401(a) Matching Plan, Total assets ($M): 671.847604 · Participants: 16714St. Luke's Health System Performance Incentive and 401(a) Matching PlanDykman Electrical, Inc. Profit Sharing Plan, Total assets ($M): 24.164426 · Participants: 87Dykman Electrical, Inc. Profit Sharing PlanP1fcu 401(k) Plan and Trust, Total assets ($M): 23.72147 · Participants: 379P1fcu 401(k) Plan and TrustThe Bank of Commerce Profit Sharing Plan, Total assets ($M): 22.002203 · Participants: 144The Bank of Commerce Profit Sharing PlanSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan, Total assets ($M): 18.657931 · Participants: 419St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan
Independent Living Services, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in Idaho, assets vs. participants
Compare Independent Living Services, Inc. Retirement Plan and Trust side-by-side with 3 peers →

Independent Living Services, Inc. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Idaho, the nearest Profit Sharing by assets is Dr. Freddy R. Mendez Torres Profit Sharing Plan in PR ($1M); by covered participants it is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Services, Inc. Retirement Plan and Trust assets move in 2023? ▼
Independent Living Services, Inc. Retirement Plan and Trust grew sharply - up 29.2% during 2023, from $929K to $1M. Reported net income was $271K.
How have Independent Living Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Living Services, Inc.'s sponsor-wide assets grew 48.6%, from $929K to $1M.
Where does Independent Living Services, Inc. Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Independent Living Services, Inc. Retirement Plan and Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Independent Living Services, Inc. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Dr. Freddy R. Mendez Torres Profit Sharing Plan in PR ($1M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Independent Living Services, Inc. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants, $10M 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 820474101.

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.