401(k) · DOL Form 5500 · 2024

Lift, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
409
Participants Below avg headcount
80th
Percentile by assets National rank
$87,984
Avg per participant Below avg balance/head
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Official DOL plan name: Lift, Inc. Employee 401(k) Incentive Savings & Psp · Sponsored by Lift, Inc. · Pennsylvania · Wholesale Trade

$36M in assets, 409 participants

Lift, Inc.'s Lift, Inc. Employee 401(k) Incentive Savings & Psp reported $36M in total assets and 409 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,840 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

Lift, Inc. Employee 401(k) Incentive Savings & Psp covers 409 participants in Pennsylvania, about 50% of the average Pennsylvania filer (state average ~822 per filing). Assets: $36M.

#4,840
in Wholesale Trade (6,080 peers)
+12.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lift, Inc. Employee 401(k) Incentive Savings & Psp's outsized position by total assets

Lift, Inc. Employee 401(k) Incentive Savings & Psp vs every filed plan by assets

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

$35,985,599 Top 20% higher than 80% 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

Lift, Inc. Employee 401(k) Incentive Savings & Psp 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. Lift, Inc. Employee 401(k) Incentive Savings & Psp sits mid-pack in the medium band (409 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lift, Inc. Employee 401(k) Incentive Savings & Psp end-of-year assets rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Lift, Inc. Employee 401(k) Incentive Savings & Psp reported participants rose from 369 in the plan year 2023 filing to 409 in the plan year 2024 filing.
  • Lift, Inc. Employee 401(k) Incentive Savings & Psp reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 232574915 · Lift, Inc. PY 2024 · 401(k)

Lift, Inc. Employee 401(k) Incentive Savings & Psp · $36M · 409 · 80th

  • IND $36M
  • IND 409
  • IND 80th
  • IND 401(k)
  • IND near Maita Profit Sharing 401(k) Plan and Trust
  • IND ind #4840

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Lift, Inc. Employee 401(k) Incentive Savings & Psp in the asset neighbourhood

Lift, Inc. Employee 401(k) Incentive Savings & PspLift, Inc. Employee 401(k) I…$36MMaita Profit Sharing 401(k) Plan and TrustMaita Profit Sharing 401(k) …$36MCare Retirement Savings Plan for Nonresident Alien EmployeesCare Retirement Savings Plan…$36MBank Five Nine 401(k) Plan$36MGlobal Alliance for Tb Drug Development Retirement PlanGlobal Alliance for Tb Drug …$36M
End-of-year total assets ($M) among Lift, Inc. Employee 401(k) Incentive Savings & Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN232574915
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lift, Inc.)

Sponsor-wide plan assets over time

All Lift, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 42.79342966654175% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $103M $147M ▲ +42.8%
Year Plans Participants Total Assets
2022 2 599 $103M
2023 2 687 $122M
2024 2 732 $147M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lift, Inc. Employee 401(k) Incentive Savings & Psp vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Lift, Inc. Employee 401(k) Incentive Savings & Psp, Total assets ($B): 0.035985599 · Participants: 409Lift, Inc. Employee 401(k) Incentive Savings & PspComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Lift, Inc. Employee 401(k) Incentive Savings & Psp vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lift, Inc. Employee 401(k) Incentive Savings & Psp side-by-side with 3 peers →

Lift, Inc. Employee 401(k) Incentive Savings & Psp's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Maita Profit Sharing 401(k) Plan and Trust in CA ($36M); by covered participants it is Satco, Inc. 401(k) Retirement Plan in CA (409 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 Lift, Inc. Employee 401(k) Incentive Savings & Psp assets move in 2024? ▼
Lift, Inc. Employee 401(k) Incentive Savings & Psp grew at a solid clip - up 12.8% during 2024, from $32M to $36M. Reported net income was $4M.
How have Lift, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lift, Inc.'s sponsor-wide assets grew 42.8%, from $103M to $147M.
Where does Lift, Inc. Employee 401(k) Incentive Savings & Psp rank by assets among Form 5500 filers? ▼
Lift, Inc. Employee 401(k) Incentive Savings & Psp ranks in the 80th 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 401(k) plans are similar in size to Lift, Inc. Employee 401(k) Incentive Savings & Psp? ▼
Among 401(k) plans in other states, the closest by assets is Maita Profit Sharing 401(k) Plan and Trust in CA ($36M, 506 participants).
Which 401(k) plans cover a similar participant headcount to Lift, Inc. Employee 401(k) Incentive Savings & Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Satco, Inc. 401(k) Retirement Plan in CA (409 participants, $43M 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 232574915.

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.