401(k) · DOL Form 5500 · 2024

Lower West Side Household Services 401(k) Plan

Data updated 2026-08-25

$270K
Total assets Small plan by assets: 122
Participants Small participant base: 13th
Percentile by assets National rank: $2,216
Avg per participant Low balance/head

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Official DOL plan name: Lower West Side Household Services Non-Union Retirement Plan · Sponsored by Lower West Side Household Services · New York · Healthcare & Social Assistance

$270K in assets, 122 participants

Lower West Side Household Services's Lower West Side Household Services Non-Union Retirement Plan reported $270K in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

#1,492 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Lower West Side Household Services Non-Union Retirement Plan covers 122 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $270K.

#1,492
in Healthcare & Social Assistance (16,916 peers): +18.6%
assets growth YoY

Lower West Side Household Services Non-Union Retirement Plan among the smaller filed plans by assets

Lower West Side Household Services Non-Union Retirement Plan vs every filed plan by assets

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

$270,372 13th percentile higher than 13% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lower West Side Household Services Non-Union Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lower West Side Household Services Non-Union Retirement Plan sits mid-pack in the medium band (122 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lower West Side Household Services Non-Union Retirement Plan reported participants rose from 68 in the plan year 2023 filing to 122 in the plan year 2024 filing.
Lower West Side Household Services Non-Union Retirement Plan reported net income rose from $26K in the plan year 2023 filing to $42K in the plan year 2024 filing.
Lower West Side Household Services Non-Union Retirement Plan end-of-year assets fell from $330K in the plan year 2023 filing to $270K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132781763 · Lower West Side Household Services PY 2024 · 401(k)

Lower West Side Household Services Non-Union Retirement Plan · $270K · 122 · 13th

PART $270K
TYPE 122
NET 13th
BOOK 401(k)
VS-ST near Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust
BOY ind #1492

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 →

End-of-year total assets ($M) among Lower West Side Household Services Non-Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$228K
Net Assets (End of Year)	$270K
Net Income	$42K
Employer EIN	132781763
Plan Effective Date	2006-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lower West Side Household Services)

Latest sponsor-wide plan assets: $565K 85.65898611449131% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	77	$304K
2023	1	68	$330K
2024	2	176	$565K

Nearby 401(k) Plans in New York

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

Lower West Side Household Services Non-Union Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Lower West Side Household Services Non-Union Retirement Plan side-by-side with 3 peers →

Lower West Side Household Services Non-Union Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust in IN ($270K); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($270K here).

Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust (IN) $270K · 2
Sgc Project One, Inc. 401(k) Profit Sharing Plan (CA) $270K · 1
Kissing R Ranch Incorporated Retirement Plan (OK) $270K · 5
Crooked Creek Distillery, Inc. 401(k) Plan (PA) $270K · 5

Similar participant headcount

Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.

Assertio Management, LLC 401(k) Retirement Plan (IL) 122 · 0 off
Canvas 401(k) Plan (VA) 122 · 0 off
Amg, Inc 401(k) Plan (VA) 122 · 0 off
Edward L. Baker Enterprises, Inc. 401(k) Employee Retirement Plan (MO) 122 · 0 off

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 Lower West Side Household Services Non-Union Retirement Plan assets move in 2024? ▼

Lower West Side Household Services Non-Union Retirement Plan grew sharply - up 18.6% during 2024, from $228K to $270K. Reported net income was $42K.

How have Lower West Side Household Services plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lower West Side Household Services's sponsor-wide assets grew 85.7%, from $304K to $565K.

Where does Lower West Side Household Services Non-Union Retirement Plan rank by assets among Form 5500 filers? ▼

Lower West Side Household Services Non-Union Retirement Plan ranks in the 13th 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 401(k) plans are similar in size to Lower West Side Household Services Non-Union Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Plan B Marketing Inc 401(k) Profit Sharing Plan & Trust in IN ($270K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Lower West Side Household Services Non-Union Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants, $18M 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 132781763.