ESOP · DOL Form 5500 · 2024

Life-Assist, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
104
Participants Small participant base
76th
Percentile by assets National rank
$260,551
Avg per participant Above avg balance/head
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Official DOL plan name: Life-Assist, Inc. Employee Stock Ownership Plan · Sponsored by Life-Assist, Inc. · California · Wholesale Trade

$27M in assets, 104 participants

Life-Assist, Inc.'s Life-Assist, Inc. Employee Stock Ownership Plan reported $27M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,468 in Wholesale Trade (6,080 peers)

Coverage in California

Life-Assist, Inc. Employee Stock Ownership Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $27M.

#4,468
in Wholesale Trade (6,080 peers)
+45.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Life-Assist, Inc. Employee Stock Ownership Plan's outsized position by total assets

Life-Assist, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$27,097,320 Top 24% higher than 76% 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

Life-Assist, Inc. Employee Stock Ownership 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. Life-Assist, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Life-Assist, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Life-Assist, Inc. Employee Stock Ownership Plan reported net income fell from $16M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942440500 · Life-Assist, Inc. PY 2024 · ESOP

Life-Assist, Inc. Employee Stock Ownership Plan · $27M · 104 · 76th

  • RANK $27M
  • RANK 104
  • RANK 76th
  • RANK ESOP
  • RANK near National Van Lines Employee Stock Ownership Plan
  • RANK ind #4468

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 What is an ESOP? → · Plans in California →

Life-Assist, Inc. Employee Stock Ownership Plan in the asset neighbourhood

National Van Lines Employee Stock Ownership PlanNational Van Lines Employee …$27MLife-Assist, Inc. Employee Stock Ownership PlanLife-Assist, Inc. Employee S…$27MSgh Redglaze Holdings, Inc. Employee Stock Ownership PlanSgh Redglaze Holdings, Inc. …$27MWheeler Services, Inc. Employee Stock Ownership PlanWheeler Services, Inc. Emplo…$27MDale Medical Products Employee Stock Ownership PlanDale Medical Products Employ…$27M
End-of-year total assets ($M) among Life-Assist, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$6M
Net Income$9M
Employer EIN942440500
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Life-Assist, Inc.)

Sponsor-wide plan assets over time

All Life-Assist, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 823.0071208015628% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $2.94M $27.1M ▲ +821.8%
Year Plans Participants Total Assets
2022 1 91 $3M
2023 1 104 $19M
2024 1 104 $27M

Nearby ESOP Plans in California

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

Life-Assist, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Life-Assist, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.02709732 · Participants: 104Life-Assist, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Life-Assist, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Life-Assist, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Life-Assist, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is National Van Lines Employee Stock Ownership Plan in IL ($27M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Life-Assist, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Life-Assist, Inc. Employee Stock Ownership Plan surged - up 45.6% during 2024, from $19M to $27M. Reported net income was $9M.
How have Life-Assist, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Life-Assist, Inc.'s sponsor-wide assets grew 823.0%, from $3M to $27M.
Where does Life-Assist, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Life-Assist, Inc. Employee Stock Ownership Plan ranks in the 76th 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 ESOP plans are similar in size to Life-Assist, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is National Van Lines Employee Stock Ownership Plan in IL ($27M, 146 participants).
Which ESOP plans cover a similar participant headcount to Life-Assist, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (104 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 942440500.

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.