Other · DOL Form 5500 · 2024
Local Initiatives Support Corp. Retirement Plan
Data updated 2026-07-24
- $81M
- Total assets
- 567
- Participants
- 89th
- Percentile by assets
- $142,262
- Avg per participant
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.
- 89th percentile by assets (of 116,472 plans)
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.
- $81M
- total plan assets (2024 EOY)
- 567
- covered participants
- 89th
- percentile by assets (of 116,472 plans)
- $142,262
- avg assets per participant
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.
Local Initiatives Support Corporation Tax Sheltered Annuity Plan vs the 2024 asset distribution
By assets, Local Initiatives Support Corporation Tax Sheltered Annuity Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).
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.)
| 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.
Local Initiatives Support Corporation Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration $5.4B · 10,678
Similar-Sized Other Plans Nationally
Other plans in other states closest to Local Initiatives Support Corporation Tax Sheltered Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Local Initiatives Support Corporation Tax Sheltered Annuity Plan assets move in 2024? ▼
How have Local Initiatives Support Corp. plan assets changed over time? ▼
Where does Local Initiatives Support Corporation Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Local Initiatives Support Corporation Tax Sheltered Annuity Plan? ▼
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Ways to act on Local Initiatives Support Corporation Tax Sheltered Annuity Plan's numbers.
- By total assets, Local Initiatives Support Corporation Tax Sheltered Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Local Initiatives Support Corp.'s sponsor-wide assets have grown 44.1% since 2022 across 3 plan years on file. More Other Services plans
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.