Other · DOL Form 5500 · 2024

Living Independently Forever, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
187
Participants Below avg headcount
42nd
Percentile by assets National rank
$26,438
Avg per participant Low balance/head
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Official DOL plan name: Living Independently Forever, Inc. Defined Contribution Retirement Plan · Sponsored by Living Independently Forever, Inc. · Massachusetts · Educational Services

$5M in assets, 187 participants

Living Independently Forever, Inc.'s Living Independently Forever, Inc. Defined Contribution Retirement Plan reported $5M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #971 in Educational Services (3,638 peers)

Coverage in Massachusetts

Living Independently Forever, Inc. Defined Contribution Retirement Plan covers 187 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#971
in Educational Services (3,638 peers)
+19.0%
assets growth YoY

Living Independently Forever, Inc. Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Living Independently Forever, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$4,943,882 42nd percentile higher than 42% 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

Living Independently Forever, Inc. Defined Contribution 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. Living Independently Forever, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Living Independently Forever, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Living Independently Forever, Inc. Defined Contribution Retirement Plan reported participants rose from 180 in the plan year 2023 filing to 187 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 223190452 · Living Independently Forever, Inc. PY 2024 · Other

Living Independently Forever, Inc. Defined Contribution Retirement Plan · $5M · 187 · 42nd

  • BOY $5M
  • SCH 187
  • EBSA 42nd
  • PART Other
  • TYPE near Community Health Professionals 403(b) Plan
  • NET ind #971

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 Educational Services retirement plans → · Plans in Massachusetts →

Living Independently Forever, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

Community Day School Retirement Savings PlanCommunity Day School Retirem…$5MEscuela Bilingue Internacional 403(b) Retirement PlanEscuela Bilingue Internacion…$5MLiving Independently Forever, Inc. Defined Contribution Retirement PlanLiving Independently Forever…$5MCommunity Health Professionals 403(b) PlanCommunity Health Professiona…$5MHeritage School of Newnan Retirement PlanHeritage School of Newnan Re…$5M
End-of-year total assets ($M) among Living Independently Forever, Inc. Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$788K
Employer EIN223190452
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Living Independently Forever, Inc.)

Sponsor-wide plan assets over time

All Living Independently Forever, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 48.54557669749822% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.33M $4.94M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 170 $3M
2023 1 180 $4M
2024 1 187 $5M

Nearby Other Plans in Massachusetts

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

Living Independently Forever, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Living Independently Forever, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.004943882 · Participants: 187Living Independently Forever, Inc. Defined Contribution Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Living Independently Forever, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Living Independently Forever, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

Living Independently Forever, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Community Health Professionals 403(b) Plan in OH ($5M); by covered participants it is Area Agency on Aging District 7 403b Plan in OH (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Living Independently Forever, Inc. Defined Contribution Retirement Plan assets move in 2024? ▼
Living Independently Forever, Inc. Defined Contribution Retirement Plan grew sharply - up 19.0% during 2024, from $4M to $5M. Reported net income was $788K.
How have Living Independently Forever, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Living Independently Forever, Inc.'s sponsor-wide assets grew 48.5%, from $3M to $5M.
Which Other plans are similar in size to Living Independently Forever, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Community Health Professionals 403(b) Plan in OH ($5M, 173 participants).
Which Other plans cover a similar participant headcount to Living Independently Forever, Inc. Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Area Agency on Aging District 7 403b Plan in OH (187 participants, $8M 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 223190452.

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.