401(k) · DOL Form 5500 · 2023

Liftfund, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
94
Participants Small participant base
47th
Percentile by assets National rank
$60,180
Avg per participant Low balance/head
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Official DOL plan name: Liftfund, Inc. 401(k) Profit Sharing Plan · Sponsored by Liftfund, Inc. · Texas · Finance & Insurance

$6M in assets, 94 participants

Liftfund, Inc.'s Liftfund, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 94 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.

  • #2,951 in Finance & Insurance (8,869 peers)

Liftfund, Inc. multi-year trail

Liftfund, Inc.'s plans moved +17.6% in assets from 2022 to 2023; this filing shows Liftfund, Inc. 401(k) Profit Sharing Plan at $6M / 94 participants.

#2,951
in Finance & Insurance (8,869 peers)
+17.6%
assets growth YoY

Liftfund, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Liftfund, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,656,962 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

Liftfund, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liftfund, Inc. 401(k) Profit Sharing Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liftfund, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Liftfund, Inc. 401(k) Profit Sharing Plan reported net income rose from $766K in the plan year 2022 filing to $848K in the plan year 2023 filing.
  • Liftfund, Inc. 401(k) Profit Sharing Plan reported participants fell from 98 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742712770 · Liftfund, Inc. PY 2023 · 401(k)

Liftfund, Inc. 401(k) Profit Sharing Plan · $6M · 94 · 47th

  • BOOK $6M
  • BOOK 94
  • BOOK 47th
  • BOOK 401(k)
  • BOOK near Arrow Strategies 401(k) Plan
  • BOOK ind #2951

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 Finance & Insurance retirement plans → · Plans in Texas →

Liftfund, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Liftfund, Inc. 401(k) Profit Sharing PlanLiftfund, Inc. 401(k) Profit…$6MArrow Strategies 401(k) Plan$6MTcp Global Corp. 401(k) Plan$6MHeritage Aviation, Inc.401(k) Retirement PlanHeritage Aviation, Inc.401(k…$6MLerner Rowe & Associates PC 401(k) Profit Sharing Plan & TrustLerner Rowe & Associates PC …$6M
End-of-year total assets ($M) among Liftfund, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Liftfund, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Liftfund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 17.638415304035064% vs 2022
2023 filing year
$4.5M$5M$5.5M$6M 20222023 $4.81M $5.66M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 98 $5M
2023 1 94 $6M

Liftfund, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$848K
Employer EIN742712770
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Liftfund, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Liftfund, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005656962 · Participants: 94Liftfund, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Liftfund, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Liftfund, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Liftfund, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Arrow Strategies 401(k) Plan in MI ($6M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Liftfund, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Liftfund, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.6% during 2023, from $5M to $6M. Reported net income was $848K.
How have Liftfund, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Liftfund, Inc.'s sponsor-wide assets grew 17.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Liftfund, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arrow Strategies 401(k) Plan in MI ($6M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Liftfund, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 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 742712770.

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.