Profit Sharing · DOL Form 5500 · 2024

Aim Independent Living Center Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
843
Participants Near avg headcount
33rd
Percentile by assets National rank
$3,153
Avg per participant Low balance/head
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Official DOL plan name: Aim Independent Living Center 403(b) Plan · Sponsored by Aim Independent Living Center · New York · Healthcare & Social Assistance

$3M in assets, 843 participants

Aim Independent Living Center's Aim Independent Living Center 403(b) Plan reported $3M in total assets and 843 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,434 in Healthcare & Social Assistance (16,916 peers)

Aim Independent Living Center multi-year trail

Aim Independent Living Center's plans moved +128.3% in assets from 2022 to 2024; this filing shows Aim Independent Living Center 403(b) Plan at $3M / 843 participants.

#5,434
in Healthcare & Social Assistance (16,916 peers)
+49.1%
assets growth YoY

Aim Independent Living Center 403(b) Plan among the smaller filed plans by assets

Aim Independent Living Center 403(b) Plan vs every filed plan by assets

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

$2,658,111 33rd percentile higher than 33% 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

Aim Independent Living Center 403(b) 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. Aim Independent Living Center 403(b) Plan sits mid-pack in the medium band (843 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aim Independent Living Center 403(b) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Aim Independent Living Center 403(b) Plan reported net income rose from $618K in the plan year 2023 filing to $876K in the plan year 2024 filing.
  • Aim Independent Living Center 403(b) Plan reported participants rose from 792 in the plan year 2023 filing to 843 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161137097 · Aim Independent Living Center PY 2024 · Profit Sharing

Aim Independent Living Center 403(b) Plan · $3M · 843 · 33rd

  • SCH $3M
  • SCH 843
  • SCH 33rd
  • SCH Profit Sharing
  • SCH near C D Healthcare Profit Sharing Plan and Trust
  • SCH ind #5434

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 New York →

Aim Independent Living Center 403(b) Plan in the asset neighbourhood

Aim Independent Living Center 403(b) PlanAim Independent Living Cente…$3MC D Healthcare Profit Sharing Plan and TrustC D Healthcare Profit Sharin…$3MHart United, Inc. Profit Sharing PlanHart United, Inc. Profit Sha…$3MInter Ikea Thanks Program$3MInterstate Td Investments, LLC Profit Sharing PlanInterstate Td Investments, L…$3M
End-of-year total assets ($M) among Aim Independent Living Center 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Aim Independent Living Center multi-year asset trail

Sponsor-wide plan assets over time

All Aim Independent Living Center plans reported in each filing year

Latest sponsor-wide plan assets
$3M 128.26278493013285% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.16M $2.66M ▲ +129.3%
Year Plans Participants Total Assets
2022 1 621 $1M
2023 1 792 $2M
2024 1 843 $3M

Aim Independent Living Center filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$876K
Employer EIN161137097
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Aim Independent Living Center 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Aim Independent Living Center 403(b) Plan, Total assets ($B): 0.002658111 · Participants: 843Aim Independent Living Center 403(b) PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Aim Independent Living Center 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Aim Independent Living Center 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is C D Healthcare Profit Sharing Plan and Trust in CA ($3M); by covered participants it is Trinity Services Inc. Employees Retirement Plan in IL (852 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (843 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 Aim Independent Living Center 403(b) Plan assets move in 2024?
Aim Independent Living Center 403(b) Plan surged - up 49.1% during 2024, from $2M to $3M. Reported net income was $876K.
How have Aim Independent Living Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Aim Independent Living Center's sponsor-wide assets grew 128.3%, from $1M to $3M.
Which Profit Sharing plans are similar in size to Aim Independent Living Center 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is C D Healthcare Profit Sharing Plan and Trust in CA ($3M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Aim Independent Living Center 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Trinity Services Inc. Employees Retirement Plan in IL (852 participants, $24M in assets).