Other · DOL Form 5500 · 2023

Life Adjustment Center, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
63
Participants Small participant base
47th
Percentile by assets National rank
$93,451
Avg per participant Below avg balance/head
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Official DOL plan name: Life Adjustment Center, Inc. Tax Deferred Annuity · Sponsored by Life Adjustment Center, Inc. · New York · Healthcare & Social Assistance

$6M in assets, 63 participants

Life Adjustment Center, Inc.'s Life Adjustment Center, Inc. Tax Deferred Annuity reported $6M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,236 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Life Adjustment Center, Inc. Tax Deferred Annuity holds $6M for 63 participants - about $93,451 per participant, in the lower half of filed plans by assets.

#9,236
in Healthcare & Social Assistance (17,684 peers)
-0.5%
assets change YoY

The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Life Adjustment Center, Inc. Tax Deferred Annuity's mid-pack asset rank among Healthcare & Social Assistance and all filers

Life Adjustment Center, Inc. Tax Deferred Annuity vs every filed plan by assets

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

$5,887,405 47th percentile higher than 47% 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

Life Adjustment Center, Inc. Tax Deferred Annuity among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Life Adjustment Center, Inc. Tax Deferred Annuity is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Life Adjustment Center, Inc. Tax Deferred Annuity reported net income fell from $284K in the plan year 2022 filing to -$28K in the plan year 2023 filing.
  • Life Adjustment Center, Inc. Tax Deferred Annuity reported participants fell from 65 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133620577 · Life Adjustment Center, Inc. PY 2023 · Other

Life Adjustment Center, Inc. Tax Deferred Annuity · $6M · 63 · 47th

  • IND $6M
  • EOY 63
  • 5500 47th
  • ASSETS Other
  • PCT near Tms Global 403(b) Retirement Plan
  • EIN ind #9236

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 →

Life Adjustment Center, Inc. Tax Deferred Annuity in the asset neighbourhood

Life Adjustment Center, Inc. Tax Deferred AnnuityLife Adjustment Center, Inc.…$6MTax Deferred Annuity Plan of Connecticut Renaissance, Inc.Tax Deferred Annuity Plan of…$6MTms Global 403(b) Retirement PlanTms Global 403(b) Retirement…$6MGoodwill Industries, Inc. Omaha Retirement PlanGoodwill Industries, Inc. Om…$6MWest Nottingham Academy 403(b)Defined Contribution Retirement PlanWest Nottingham Academy 403(…$6M
End-of-year total assets ($M) among Life Adjustment Center, Inc. Tax Deferred Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$28K
Employer EIN133620577
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Life Adjustment Center, Inc.)

Sponsor-wide plan assets over time

All Life Adjustment Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.533760474472539% vs 2022
2024 filing year
$5.8M$6M$6.2M$6.4M 202220232024 $5.92M $6.24M ▲ +5.4%
Year Plans Participants Total Assets
2022 1 65 $6M
2023 1 63 $6M
2024 1 65 $6M

Nearby Other Plans in New York

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

Life Adjustment Center, Inc. Tax Deferred Annuity vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Life Adjustment Center, Inc. Tax Deferred Annuity, Total assets ($B): 0.005887405 · Participants: 63Life Adjustment Center, Inc. Tax Deferred AnnuityNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Life Adjustment Center, Inc. Tax Deferred Annuity vs. nearby Other plans in New York, assets vs. participants
Compare Life Adjustment Center, Inc. Tax Deferred Annuity side-by-side with 3 peers →

Life Adjustment Center, Inc. Tax Deferred Annuity's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Tms Global 403(b) Retirement Plan in GA ($6M); by covered participants it is Oregon Museum of Science and Industry Retirement Plan in OR (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Life Adjustment Center, Inc. Tax Deferred Annuity assets move in 2023? ▼
Life Adjustment Center, Inc. Tax Deferred Annuity held essentially flat - down 0.5% during 2023, from $6M to $6M. Reported net income was -$28K.
How have Life Adjustment Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Life Adjustment Center, Inc.'s sponsor-wide assets grew 5.5%, from $6M to $6M.
Which Other plans are similar in size to Life Adjustment Center, Inc. Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by assets is Tms Global 403(b) Retirement Plan in GA ($6M, 131 participants).
Which Other plans cover a similar participant headcount to Life Adjustment Center, Inc. Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by covered participants is Oregon Museum of Science and Industry Retirement Plan in OR (63 participants, $11M 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 133620577.

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.