Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Legal Assistance of Western New York, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Legal Assistance of Western · New York · Healthcare & Social Assistance

What the 2023 filing shows

Legal Assistance of Western New York, Inc. holds $12M for 170 participants — about $70,340 per participant, up 9.0% over the 2024 plan year.

$12M
total plan assets (2024 EOY)
170
covered participants
$70,340
avg assets per participant
+9.0%
assets growth YoY
Total Assets (2023)
$12M
Participants
170
State
Industry
Healthcare & Social Assistance

What the Filing Says About Legal Assistance of Western New York, Inc.

Legal Assistance of Western New York, Inc. is a Profit Sharing retirement plan sponsored by Legal Assistance of Western, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 170 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 160955954, and the plan has been effective since 1989-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $12M at year-end — a gain of 9.0%. Net assets (after liabilities) closed the year at $12M, with reported net income of $985K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$985K
Plan TypeProfit Sharing
Employer EIN160955954
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legal Assistance of Western)

Year Plans Participants Total Assets
2022 2 143 $12M
2023 2 313 $13M
2024 2 329 $14M

Nearby Profit Sharing Plans in New York

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

Frequently Asked Questions

How much money is in the Legal Assistance of Western New York, Inc.?
As of the 2024 Form 5500 filing, Legal Assistance of Western New York, Inc. holds $12M in total assets with 170 participants. It is sponsored by Legal Assistance of Western.
What type of plan is Legal Assistance of Western New York, Inc.?
Legal Assistance of Western New York, Inc. is a Profit Sharing plan. It has been effective since 1989-03-01. The plan is filed with the U.S. Department of Labor under EIN 160955954.
Who sponsors the Legal Assistance of Western New York, Inc.?
Legal Assistance of Western New York, Inc. is sponsored by Legal Assistance of Western, located in New York. The sponsor's EIN is 160955954 and the plan operates in the Healthcare & Social Assistance industry.
How did Legal Assistance of Western New York, Inc. perform in 2024?
Legal Assistance of Western New York, Inc. grew by 9.0% during 2024, moving from $11M to $12M in total assets. Net income was $985K.
Where can I find official filings for Legal Assistance of Western New York, Inc.?
Official Form 5500 filings for Legal Assistance of Western New York, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 160955954 or plan name at efast.dol.gov.
How does Legal Assistance of Western New York, Inc. compare to other plans?
You can compare Legal Assistance of Western New York, Inc. against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 160955954.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.