401(k) · DOL Form 5500 · 2023
Independent Living Systems 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 1,038
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $24,511
- Avg per participant Low balance/head
Official DOL plan name: Independent Living Systems 401(k) Plan · Sponsored by Independent Living Systems · Florida · Professional & Technical Services
$25M in assets, 1,038 participants
Independent Living Systems's Independent Living Systems 401(k) Plan reported $25M in total assets and 1,038 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #15,665 in Professional & Technical Services (20,321 peers)
Where Independent Living Systems 401(k) Plan sits by assets
Independent Living Systems 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 1,038 participants (~$24,511/participant), up 25.8% in 2023.
- #15,665
- in Professional & Technical Services (20,321 peers)
- +25.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Independent Living Systems 401(k) Plan's outsized position by total assets
Independent Living Systems 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$25,442,786 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Independent Living Systems 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Independent Living Systems 401(k) Plan lands in the large band (1,038 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Independent Living Systems 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Independent Living Systems 401(k) Plan reported participants rose from 800 in the plan year 2022 filing to 1,038 in the plan year 2023 filing.
- Independent Living Systems 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 450481642 · Independent Living Systems PY 2023 · 401(k)
Independent Living Systems 401(k) Plan · $25M · 1,038 · 77th
- IND $25M
- EOY 1,038
- 5500 77th
- ASSETS 401(k)
- PCT near Axiom Investors LLC Retirement Plan
- EIN ind #15665
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 Professional & Technical Services retirement plans → · Plans in Florida →
Independent Living Systems 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $5M |
| Employer EIN | 450481642 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Independent Living Systems)
Sponsor-wide plan assets over time
All Independent Living Systems plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 56.800627656156244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 800 | $20M |
| 2023 | 1 | 1,038 | $25M |
| 2024 | 1 | 1,116 | $32M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Independent Living Systems 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Axiom Investors LLC Retirement Plan in CT ($25M); by covered participants it is Team Industries 401(k) Plan in MN (1,038 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,038 participants); asset peers above are excluded.
- Team Industries 401(k) Plan (MN) 1,038 · 0 off
- Sunflower Bank, N.a. Wealth Savings Plan (KS) 1,038 · 0 off
- Tompkins Retirement Savings Plan (NY) 1,038 · 0 off
- Creme De La Creme, Inc. 401(k) Plan (CO) 1,038 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.