Profit Sharing · DOL Form 5500 · 2024

The Lifestyle Collective Az, Inc. Profit Sharing Plan

Data updated 2026-08-25

$935K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$467,470
Avg per participant High balance/head
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Official DOL plan name: The Lifestyle Collective Az, Inc. Retirement Plan · Sponsored by The Lifestyle Collective Az, Inc. · Arizona · Arts, Entertainment & Recreation

$935K in assets, 2 participants

The Lifestyle Collective Az, Inc.'s The Lifestyle Collective Az, Inc. Retirement Plan reported $935K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,384 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, The Lifestyle Collective Az, Inc. Retirement Plan ranks #1,384 of 2,921 2024 filers by assets (2970% of the sector average)-$935K for 2 participants.

#1,384
in Arts, Entertainment & Recreation (2,921 peers)
+511.2%
assets growth YoY

The Lifestyle Collective Az, Inc. Retirement Plan among the smaller filed plans by assets

The Lifestyle Collective Az, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$934,939 23rd percentile higher than 23% of 123,620 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 2024

The Lifestyle Collective Az, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lifestyle Collective Az, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Lifestyle Collective Az, Inc. Retirement Plan end-of-year assets rose from $153K in the plan year 2023 filing to $935K in the plan year 2024 filing.
  • The Lifestyle Collective Az, Inc. Retirement Plan reported net income rose from $153K in the plan year 2023 filing to $782K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 932765656 · The Lifestyle Collective Az, Inc. PY 2024 · Profit Sharing

The Lifestyle Collective Az, Inc. Retirement Plan · $935K · 2 · 23rd

  • EOY $935K
  • EOY 2
  • EOY 23rd
  • EOY Profit Sharing
  • EOY near Jose M. Garcia Mateo, Md Retirement Plan
  • EOY ind #1384

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 Arts, Entertainment & Recreation retirement plans → · Plans in Arizona →

The Lifestyle Collective Az, Inc. Retirement Plan in the asset neighbourhood

Design the Future, Inc. Retirement PlanDesign the Future, Inc. Reti…$936KThe Lifestyle Collective Az, Inc. Retirement PlanThe Lifestyle Collective Az,…$935KJose M. Garcia Mateo, Md Retirement PlanJose M. Garcia Mateo, Md Ret…$935KAuburn Manor Holding Corporation Profit Sharing PlanAuburn Manor Holding Corpora…$935KSweets and Subs, Inc. Retirement PlanSweets and Subs, Inc. Retire…$934K
End-of-year total assets ($M) among The Lifestyle Collective Az, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$153K
Net Assets (End of Year)$935K
Net Income$782K
Employer EIN932765656
Plan Effective Date2023-08-17
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lifestyle Collective Az, Inc.)

Sponsor-wide plan assets over time

All The Lifestyle Collective Az, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$935K 511.1591209193479% vs 2023
2024 filing year
$0M$0.5M$1M$1.5M 20232024 $0.15M $0.93M ▲ +520.0%
Year Plans Participants Total Assets
2023 1 2 $153K
2024 1 2 $935K

Nearby Profit Sharing Plans in Arizona

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

The Lifestyle Collective Az, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20020406080 Total assets ($M) Participants The Lifestyle Collective Az, Inc. Retirement Plan, Total assets ($M): 0.934939 · Participants: 2The Lifestyle Collective Az, Inc. Retirement PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
The Lifestyle Collective Az, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare The Lifestyle Collective Az, Inc. Retirement Plan side-by-side with 3 peers →

The Lifestyle Collective Az, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Jose M. Garcia Mateo, Md Retirement Plan in PR ($935K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Lifestyle Collective Az, Inc. Retirement Plan assets move in 2024? ▼
The Lifestyle Collective Az, Inc. Retirement Plan surged - up 511.2% during 2024, from $153K to $935K. Reported net income was $782K.
How have The Lifestyle Collective Az, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Lifestyle Collective Az, Inc.'s sponsor-wide assets grew 511.2%, from $153K to $935K.
Where does The Lifestyle Collective Az, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
The Lifestyle Collective Az, Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to The Lifestyle Collective Az, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose M. Garcia Mateo, Md Retirement Plan in PR ($935K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to The Lifestyle Collective Az, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 932765656.

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.