Other · DOL Form 5500 · 2024
Local Initiatives Support Corp. Retirement Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 567
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $142,262
- Avg per participant Near avg balance/head
Official DOL plan name: Local Initiatives Support Corporation Tax Sheltered Annuity Plan · Sponsored by Local Initiatives Support Corp. · New York · Other Services
$81M in assets, 567 participants
Local Initiatives Support Corp.'s Local Initiatives Support Corporation Tax Sheltered Annuity Plan reported $81M in total assets and 567 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,384 in Other Services (7,719 peers)
Where Local Initiatives Support Corporation Tax Sheltered Annuity Plan sits by assets
Local Initiatives Support Corporation Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $81M for 567 participants (~$142,262/participant), up 15.9% in 2024.
- #7,384
- in Other Services (7,719 peers)
- +15.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Local Initiatives Support Corporation Tax Sheltered Annuity Plan's outsized position by total assets
Local Initiatives Support Corporation Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,662,711 Top 11% higher than 89% 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
Local Initiatives Support Corporation Tax Sheltered Annuity 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 Tax Sheltered Annuity Plan sits mid-pack in the medium band (567 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local Initiatives Support Corporation Tax Sheltered Annuity Plan end-of-year assets rose from $70M in the plan year 2023 filing to $81M in the plan year 2024 filing.
- Local Initiatives Support Corporation Tax Sheltered Annuity Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133030229 · Local Initiatives Support Corp. PY 2024 · Other
Local Initiatives Support Corporation Tax Sheltered Annuity Plan · $81M · 567 · 89th
- PCT $81M
- PCT 567
- PCT 89th
- PCT Other
- PCT near The Pingry Corporation Defined Contribution Plan
- PCT ind #7384
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 Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $11M |
| Employer EIN | 133030229 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local Initiatives Support Corp.)
Sponsor-wide plan assets over time
All Local Initiatives Support Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $158M 44.13565339747885% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,094 | $110M |
| 2023 | 2 | 1,135 | $136M |
| 2024 | 2 | 1,135 | $158M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Local Initiatives Support Corporation Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Pingry Corporation Defined Contribution Plan in NJ ($81M); by covered participants it is Wayside Youth & Family Support Network, Inc. 403(b) Plan in MA (567 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
Similar participant headcount
Nearest other-state filings by covered participants (567 participants); asset peers above are excluded.
- Wayside Youth & Family Support Network, Inc. 403(b) Plan (MA) 567 · 0 off
- Mount Saint Mary's University 403(b) Retirement Pl (CA) 567 · 0 off
- Lakeview Village, Inc. Employees Retirement Plan (KS) 568 · 1 off
- 403(b) Thrift Plan for Employees of Planned Parenthood North Central States (MN) 566 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.