Profit Sharing · DOL Form 5500 · 2024
Lifeway Mobility Holdings, LLC Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 244
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $22,888
- Avg per participant Low balance/head
Official DOL plan name: Lifeway Mobility 401(k) Plan · Sponsored by Lifeway Mobility Holdings, LLC · Connecticut · Healthcare & Social Assistance
$6M in assets, 244 participants
Lifeway Mobility Holdings, LLC's Lifeway Mobility 401(k) Plan reported $6M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,020 in Healthcare & Social Assistance (16,916 peers)
Coverage in Connecticut
Lifeway Mobility 401(k) Plan covers 244 participants in Connecticut, about 34% of the average Connecticut filer (state average ~718 per filing). Assets: $6M.
- #8,020
- in Healthcare & Social Assistance (16,916 peers)
- +35.7%
- assets growth YoY
Lifeway Mobility 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lifeway Mobility 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,584,598 44th percentile higher than 44% 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
Lifeway Mobility 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. Lifeway Mobility 401(k) Plan sits mid-pack in the medium band (244 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lifeway Mobility 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Lifeway Mobility 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Lifeway Mobility 401(k) Plan reported participants fell from 252 in the plan year 2023 filing to 244 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 474807209 · Lifeway Mobility Holdings, LLC PY 2024 · Profit Sharing
Lifeway Mobility 401(k) Plan · $6M · 244 · 44th
- ASSETS $6M
- PCT 244
- EIN 44th
- RANK Profit Sharing
- PHOTO near Crown Castle Puerto Rico 1165 (E) Plan
- IND ind #8020
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 Connecticut →
Lifeway Mobility 401(k) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 474807209 |
| Plan Effective Date | 1999-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifeway Mobility Holdings, LLC)
Sponsor-wide plan assets over time
All Lifeway Mobility Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 104.64776247277732% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $3M |
| 2023 | 1 | 252 | $4M |
| 2024 | 1 | 244 | $6M |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- North Atlantic States Carpenters Annuity Plan $1.3B · 10,631
- Connecticut Children's Retirement Savings Plan $541M · 3,179
- Connecticut Pipetrades Local No. 777 Annuity Plan $277M · 2,660
- Connecticut Laborers' Annuity Plan $274M · 3,043
- Bridgeport Hospital Employer Contribution Retirement Plan $254M · 4,331
Lifeway Mobility 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Crown Castle Puerto Rico 1165 (E) Plan in PA ($6M); by covered participants it is San Juan Capestrano 401(k) Plan in PR (244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.
- San Juan Capestrano 401(k) Plan (PR) 244 · 0 off
- Gtp Retirement Plan (PA) 244 · 0 off
- Niagara Lutheran Health System, Inc. Retirement Plan (NY) 243 · 1 off
- Illinois Valley Economic Development Corporation Retirement Plan (IL) 243 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.