401(k) · DOL Form 5500 · 2024

The Lifetime Value Co. LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
154
Participants Small participant base
71st
Percentile by assets National rank
$134,175
Avg per participant Near avg balance/head
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Official DOL plan name: The Lifetime Value Co., LLC Retirement Trust · Sponsored by The Lifetime Value Co. LLC · New York · Information & Media

$21M in assets, 154 participants

The Lifetime Value Co. LLC's The Lifetime Value Co., LLC Retirement Trust reported $21M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,724 in Information & Media (2,822 peers)

Coverage in New York

The Lifetime Value Co., LLC Retirement Trust covers 154 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $21M.

#1,724
in Information & Media (2,822 peers)
+34.6%
assets growth YoY

The Lifetime Value Co., LLC Retirement Trust's outsized position by total assets

The Lifetime Value Co., LLC Retirement Trust vs every filed plan by assets

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

$20,662,894 Top 29% higher than 71% 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 Lifetime Value Co., LLC Retirement Trust 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. The Lifetime Value Co., LLC Retirement Trust sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Lifetime Value Co., LLC Retirement Trust end-of-year assets rose from $15M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • The Lifetime Value Co., LLC Retirement Trust reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 853856730 · The Lifetime Value Co. LLC PY 2024 · 401(k)

The Lifetime Value Co., LLC Retirement Trust · $21M · 154 · 71st

  • NET $21M
  • NET 154
  • NET 71st
  • NET 401(k)
  • NET near Tawani Enterprises Employees' Pension Plan
  • NET ind #1724

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 Information & Media retirement plans → · Plans in New York →

The Lifetime Value Co., LLC Retirement Trust in the asset neighbourhood

Roth Bros., Inc. Retirement & 401(k) Savings PlanRoth Bros., Inc. Retirement …$21MThe Lifetime Value Co., LLC Retirement TrustThe Lifetime Value Co., LLC …$21MTawani Enterprises Employees' Pension PlanTawani Enterprises Employees…$21MMiyamoto International, Inc. 401(k) Profit Sharing PlanMiyamoto International, Inc.…$21MPerez Trading Company, Inc. 401(k) Savings PlanPerez Trading Company, Inc. …$21M
End-of-year total assets ($M) among The Lifetime Value Co., LLC Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN853856730
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lifetime Value Co. LLC)

Sponsor-wide plan assets over time

All The Lifetime Value Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 112.68184401240875% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.72M $20.7M ▲ +112.6%
Year Plans Participants Total Assets
2022 1 127 $10M
2023 1 154 $15M
2024 1 154 $21M

Nearby 401(k) Plans in New York

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

The Lifetime Value Co., LLC Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Lifetime Value Co., LLC Retirement Trust, Total assets ($B): 0.020662894 · Participants: 154The Lifetime Value Co., LLC Retirement TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Lifetime Value Co., LLC Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Lifetime Value Co., LLC Retirement Trust side-by-side with 3 peers →

The Lifetime Value Co., LLC Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tawani Enterprises Employees' Pension Plan in IL ($21M); by covered participants it is Incom, Inc. Profit Sharing & Retirement Savings Plan in MA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Lifetime Value Co., LLC Retirement Trust assets move in 2024? ▼
The Lifetime Value Co., LLC Retirement Trust surged - up 34.6% during 2024, from $15M to $21M. Reported net income was $5M.
How have The Lifetime Value Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lifetime Value Co. LLC's sponsor-wide assets grew 112.7%, from $10M to $21M.
Which 401(k) plans are similar in size to The Lifetime Value Co., LLC Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tawani Enterprises Employees' Pension Plan in IL ($21M, 117 participants).
Which 401(k) plans cover a similar participant headcount to The Lifetime Value Co., LLC Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Incom, Inc. Profit Sharing & Retirement Savings Plan in MA (154 participants, $19M 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 853856730.

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.