401(k) · DOL Form 5500 · 2023

Life's Worc 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
924
Participants Near avg headcount
72nd
Percentile by assets National rank
$20,837
Avg per participant Low balance/head
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Official DOL plan name: Life's Worc 403(b) Profit Sharing Plan · Sponsored by Life's Worc · New York · Healthcare & Social Assistance

$19M in assets, 924 participants

Life's Worc's Life's Worc 403(b) Profit Sharing Plan reported $19M in total assets and 924 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,516 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Life's Worc 403(b) Profit Sharing Plan holds $19M for 924 participants - about $20,837 per participant, above the median plan by assets.

#13,516
in Healthcare & Social Assistance (17,684 peers)
+3.7%
assets growth YoY

Life's Worc 403(b) Profit Sharing Plan's outsized position by total assets

Life's Worc 403(b) Profit Sharing Plan vs every filed plan by assets

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

$19,253,550 Top 28% higher than 72% 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's Worc 403(b) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Life's Worc 403(b) Profit Sharing Plan sits mid-pack in the medium band (924 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Life's Worc 403(b) Profit Sharing Plan reported net income fell from $817K in the plan year 2022 filing to $695K in the plan year 2023 filing.
  • Life's Worc 403(b) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237209731 · Life's Worc PY 2023 · 401(k)

Life's Worc 403(b) Profit Sharing Plan · $19M · 924 · 72nd

  • PHOTO $19M
  • PHOTO 924
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near Millbury Federal Credit Union 401(k) Profit Sharing Plan
  • PHOTO ind #13516

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's Worc 403(b) Profit Sharing Plan in the asset neighbourhood

Life's Worc 403(b) Profit Sharing PlanLife's Worc 403(b) Profit Sh…$19MMillbury Federal Credit Union 401(k) Profit Sharing PlanMillbury Federal Credit Unio…$19MCommercial Tire, Inc. Profit Sharing 401(k) PlanCommercial Tire, Inc. Profit…$19MA.C.M. Retirement Savings PlanA.C.M. Retirement Savings Pl…$19MMerit Brass Co. 401(k) Profit Sharing Plan & TrustMerit Brass Co. 401(k) Profi…$19M
End-of-year total assets ($M) among Life's Worc 403(b) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$695K
Employer EIN237209731
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Life's Worc)

Sponsor-wide plan assets over time

All Life's Worc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 8.007591335239052% vs 2022
2024 filing year
$18M$18.5M$19M$19.5M$20M$20.5M 202220232024 $18.6M $20M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 924 $19M
2023 1 924 $19M
2024 1 1,017 $20M

Nearby 401(k) Plans in New York

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

Life's Worc 403(b) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Life's Worc 403(b) Profit Sharing Plan, Total assets ($B): 0.01925355 · Participants: 924Life's Worc 403(b) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Life's Worc 403(b) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Life's Worc 403(b) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Millbury Federal Credit Union 401(k) Profit Sharing Plan in MA ($19M); by covered participants it is Shimmick Consruction Co, Inc. 401(k) Profit Sharing Plan in CA (924 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (924 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's Worc 403(b) Profit Sharing Plan assets move in 2023?
Life's Worc 403(b) Profit Sharing Plan edged up modestly - up 3.7% during 2023, from $19M to $19M. Reported net income was $695K.
How have Life's Worc plan assets changed over time?
Across 3 plan years on file (2022-2024), Life's Worc's sponsor-wide assets grew 8.0%, from $19M to $20M.
Which 401(k) plans are similar in size to Life's Worc 403(b) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Millbury Federal Credit Union 401(k) Profit Sharing Plan in MA ($19M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Life's Worc 403(b) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Shimmick Consruction Co, Inc. 401(k) Profit Sharing Plan in CA (924 participants, $72M in assets).