Other · DOL Form 5500 · 2024
Toward Independent Living and Learning, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 880
- Participants Near avg headcount
- 55th
- Percentile by assets National rank
- $10,755
- Avg per participant Low balance/head
Official DOL plan name: Toward Independent Living and Learning, Inc. Success Sharing Plan · Sponsored by Toward Independent Living and Learning, Inc. · Massachusetts · Healthcare & Social Assistance
$9M in assets, 880 participants
Toward Independent Living and Learning, Inc.'s Toward Independent Living and Learning, Inc. Success Sharing Plan reported $9M in total assets and 880 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,142 in Healthcare & Social Assistance (16,916 peers)
Toward Independent Living and Learning, Inc. multi-year trail
Toward Independent Living and Learning, Inc.'s plans moved +38.2% in assets from 2022 to 2024; this filing shows Toward Independent Living and Learning, Inc. Success Sharing Plan at $9M / 880 participants.
- #10,142
- in Healthcare & Social Assistance (16,916 peers)
- +14.8%
- assets growth YoY
Toward Independent Living and Learning, Inc. Success Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Toward Independent Living and Learning, Inc. Success Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,464,571 Top 45% higher than 55% 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
Toward Independent Living and Learning, Inc. Success Sharing 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. Toward Independent Living and Learning, Inc. Success Sharing Plan sits mid-pack in the medium band (880 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Toward Independent Living and Learning, Inc. Success Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Toward Independent Living and Learning, Inc. Success Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Toward Independent Living and Learning, Inc. Success Sharing Plan reported participants rose from 830 in the plan year 2023 filing to 880 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042672688 · Toward Independent Living and Learning, Inc. PY 2024 · Other
Toward Independent Living and Learning, Inc. Success Sharing Plan · $9M · 880 · 55th
- BOY $9M
- BOY 880
- BOY 55th
- BOY Other
- BOY near Mount Prospect Academy, Inc. 403(b) Plan
- BOY ind #10142
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 Massachusetts →
Toward Independent Living and Learning, Inc. Success Sharing Plan in the asset neighbourhood
Toward Independent Living and Learning, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Toward Independent Living and Learning, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 38.176584978436765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 770 | $7M |
| 2023 | 1 | 830 | $8M |
| 2024 | 1 | 880 | $9M |
Toward Independent Living and Learning, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 042672688 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Toward Independent Living and Learning, Inc. Success Sharing Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Mount Prospect Academy, Inc. 403(b) Plan in NH ($9M); by covered participants it is The John F Murphy Homes, Inc. Tax Sheltered Annuity Plan in ME (880 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (880 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.