Profit Sharing · DOL Form 5500 · 2024
Life, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 428
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $19,377
- Avg per participant Low balance/head
Official DOL plan name: Life, Inc. Retirement Plan and Trust · Sponsored by Life, Inc. · North Carolina · Healthcare & Social Assistance
$8M in assets, 428 participants
Life, Inc.'s Life, Inc. Retirement Plan and Trust reported $8M in total assets and 428 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #9,616 in Healthcare & Social Assistance (16,916 peers)
Life, Inc. multi-year trail
Life, Inc.'s plans moved +11.3% in assets from 2022 to 2024; this filing shows Life, Inc. Retirement Plan and Trust at $8M / 428 participants.
- #9,616
- in Healthcare & Social Assistance (16,916 peers)
- +6.0%
- assets growth YoY
Life, Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Life, Inc. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,293,510 Top 48% higher than 52% 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
Life, Inc. Retirement Plan and 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. Life, Inc. Retirement Plan and Trust sits mid-pack in the medium band (428 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Life, Inc. Retirement Plan and Trust reported net income rose from $371K in the plan year 2023 filing to $468K in the plan year 2024 filing.
- Life, Inc. Retirement Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Life, Inc. Retirement Plan and Trust reported participants rose from 417 in the plan year 2023 filing to 428 in the plan year 2024 filing.
DOL schedule card
Filing strip 561612948 · Life, Inc. PY 2024 · Profit Sharing
Life, Inc. Retirement Plan and Trust · $8M · 428 · 52nd
- BOOK $8M
- VS-ST 428
- BOY 52nd
- SCH Profit Sharing
- EBSA near George D. Perlman, P.a. Profit Sharing Plan and Trust
- PART ind #9616
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 North Carolina →
Life, Inc. Retirement Plan and Trust in the asset neighbourhood
Life, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Life, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 11.25006639985105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 406 | $7M |
| 2023 | 1 | 417 | $8M |
| 2024 | 1 | 428 | $8M |
Life, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $468K |
| Employer EIN | 561612948 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Life, Inc. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is George D. Perlman, P.a. Profit Sharing Plan and Trust in FL ($8M); by covered participants it is Cognia ERISA 403(b) Plan in GA (428 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (428 participants); asset peers above are excluded.
- Cognia ERISA 403(b) Plan (GA) 428 · 0 off
- Victor Community Support Services, Inc. Retirement Plan (CA) 428 · 0 off
- Lewis County Primary Care 403(b) Plan (KY) 429 · 1 off
- The Corporate Source, Inc. 401(a) Plan (NY) 429 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.