401(k) · DOL Form 5500 · 2024

Local Initiatives Support Corporation 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
568
Participants Below avg headcount
88th
Percentile by assets National rank
$136,740
Avg per participant Near avg balance/head
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Official DOL plan name: Local Initiatives Support Corporation 401(k) Plan · Sponsored by Local Initiatives Support Corporation · New York · Other Services

$78M in assets, 568 participants

Local Initiatives Support Corporation's Local Initiatives Support Corporation 401(k) Plan reported $78M in total assets and 568 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,371 in Other Services (7,719 peers)

Where Local Initiatives Support Corporation 401(k) Plan sits by assets

Local Initiatives Support Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $78M for 568 participants (~$136,740/participant), up 16.4% in 2024.

#7,371
in Other Services (7,719 peers)
+16.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Local Initiatives Support Corporation 401(k) Plan's outsized position by total assets

Local Initiatives Support Corporation 401(k) Plan vs every filed plan by assets

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

$77,668,246 Top 12% higher than 88% 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

Local Initiatives Support Corporation 401(k) 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. Local Initiatives Support Corporation 401(k) Plan sits mid-pack in the medium band (568 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local Initiatives Support Corporation 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Local Initiatives Support Corporation 401(k) Plan end-of-year assets rose from $67M in the plan year 2023 filing to $78M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133030229 · Local Initiatives Support Corporation PY 2024 · 401(k)

Local Initiatives Support Corporation 401(k) Plan · $78M · 568 · 88th

  • BOY $78M
  • SCH 568
  • EBSA 88th
  • PART 401(k)
  • TYPE near Dakota Supply Group, Inc. 401(k) Plan
  • NET ind #7371

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 Other Services retirement plans → · Plans in New York →

Local Initiatives Support Corporation 401(k) Plan in the asset neighbourhood

Weathertech Direct, LLC 401(k) PlanWeathertech Direct, LLC 401(…$78MLocal Initiatives Support Corporation 401(k) PlanLocal Initiatives Support Co…$78MDakota Supply Group, Inc. 401(k) PlanDakota Supply Group, Inc. 40…$78MEmatb, LLC Retirement Plan$78MOrion Engineered Carbons 401(k) Savings PlanOrion Engineered Carbons 401…$78M
End-of-year total assets ($M) among Local Initiatives Support Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$78M
Net Income$11M
Employer EIN133030229
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local Initiatives Support Corporation)

Sponsor-wide plan assets over time

All Local Initiatives Support Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$158M 44.13565339747885% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $110M $158M ▲ +44.1%
Year Plans Participants Total Assets
2022 2 1,094 $110M
2023 2 1,135 $136M
2024 2 1,135 $158M

Nearby 401(k) Plans in New York

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

Local Initiatives Support Corporation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Local Initiatives Support Corporation 401(k) Plan, Total assets ($B): 0.077668246 · Participants: 568Local Initiatives Support Corporation 401(k) PlanIBM 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
Local Initiatives Support Corporation 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local Initiatives Support Corporation 401(k) Plan side-by-side with 3 peers →

Local Initiatives Support Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dakota Supply Group, Inc. 401(k) Plan in MN ($78M); by covered participants it is Credit Union of Texas 401(k) Plan in TX (568 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (568 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 Local Initiatives Support Corporation 401(k) Plan assets move in 2024? ▼
Local Initiatives Support Corporation 401(k) Plan grew sharply - up 16.4% during 2024, from $67M to $78M. Reported net income was $11M.
How have Local Initiatives Support Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local Initiatives Support Corporation's sponsor-wide assets grew 44.1%, from $110M to $158M.
Where does Local Initiatives Support Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Local Initiatives Support Corporation 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Local Initiatives Support Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dakota Supply Group, Inc. 401(k) Plan in MN ($78M, 1,017 participants).
Which 401(k) plans cover a similar participant headcount to Local Initiatives Support Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Credit Union of Texas 401(k) Plan in TX (568 participants, $27M 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 133030229.

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.