ESOP · DOL Form 5500 · 2024

Life-Assist, Inc. ESOP

Data updated 2026-08-11

$27M
Total assets
104
Participants
76th
Percentile by assets
$260,551
Avg per participant
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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.

  • 76th percentile by assets (of 123,622 plans)
  • #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.

$27M
total plan assets (2024 EOY)
104
covered participants
76th
percentile by assets (of 123,622 plans)
$260,551
avg assets per participant

Where Life-Assist, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Wholesale Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Life-Assist, Inc. Employee Stock Ownership Plan reports 104 participants - about 17% of that state average ($27M EOY assets).

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.)

$0M$10M$20M$30M 202220232024 $2.94M $27.1M ▲ +821.8%
Total plan assets by year, all Life-Assist, Inc. plans on file
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 ($B) Participants Life-Assist, Inc. Em…, Total assets ($B): 0.02709732 · Participants: 104Life-Assist, Inc. Em…Parsons Employee Sto…, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, I…Ecc Employee Stock O…, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock O…Agron, Inc. Employee…, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee…
Life-Assist, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Life-Assist, Inc. Employee Stock Ownersh… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Life-Assist, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Life-Assist, Inc. Employee Stock Ownersh…

Filing takeaways

Ways to act on Life-Assist, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Life-Assist, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Life-Assist, Inc.'s sponsor-wide assets have grown 823.0% since 2022 across 3 plan years on file. More Wholesale Trade 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 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.