401(k) · DOL Form 5500 · 2024

Lifesci Advisors 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
138
Participants Small participant base
32nd
Percentile by assets National rank
$18,117
Avg per participant Low balance/head
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Official DOL plan name: Lifesci Advisors 401(k) Profit Sharing Plan & Trust · Sponsored by Lifesci Advisors · New York · Professional & Technical Services

$3M in assets, 138 participants

Lifesci Advisors's Lifesci Advisors 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,669 in Professional & Technical Services (20,173 peers)

Coverage in New York

Lifesci Advisors 401(k) Profit Sharing Plan & Trust covers 138 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $3M.

#5,669
in Professional & Technical Services (20,173 peers)
+84.9%
assets growth YoY

Lifesci Advisors 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Lifesci Advisors 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,500,211 32nd percentile higher than 32% 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

Lifesci Advisors 401(k) Profit Sharing Plan & Trust 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. Lifesci Advisors 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lifesci Advisors 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lifesci Advisors 401(k) Profit Sharing Plan & Trust reported participants fell from 393 in the plan year 2023 filing to 138 in the plan year 2024 filing.
  • Lifesci Advisors 401(k) Profit Sharing Plan & Trust reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 272268279 · Lifesci Advisors PY 2024 · 401(k)

Lifesci Advisors 401(k) Profit Sharing Plan & Trust · $3M · 138 · 32nd

  • EOY $3M
  • EOY 138
  • EOY 32nd
  • EOY 401(k)
  • EOY near Soar 401(k) Plan
  • EOY ind #5669

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 Professional & Technical Services retirement plans → · Plans in New York →

Lifesci Advisors 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lifesci Advisors 401(k) Profit Sharing Plan & TrustLifesci Advisors 401(k) Prof…$3MSoar 401(k) Plan$3MWabash Coffee, Inc. 401(k) PlanWabash Coffee, Inc. 401(k) P…$2MCorner Pantry 401(k) Plan$3MKarter Industries Retirement PlanKarter Industries Retirement…$3M
End-of-year total assets ($M) among Lifesci Advisors 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN272268279
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifesci Advisors)

Sponsor-wide plan assets over time

All Lifesci Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$7M 22.61260317098145% vs 2023
2024 filing year
$6M$7M$8M$9M$10M 20232024 $9.27M $7.17M ▼ -22.7%
Year Plans Participants Total Assets
2023 1 393 $9M
2024 2 337 $7M

Nearby 401(k) Plans in New York

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

Lifesci Advisors 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lifesci Advisors 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002500211 · Participants: 138Lifesci Advisors 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Lifesci Advisors 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lifesci Advisors 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lifesci Advisors 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Soar 401(k) Plan in UT ($3M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Lifesci Advisors 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Lifesci Advisors 401(k) Profit Sharing Plan & Trust surged - up 84.9% during 2024, from $1M to $3M. Reported net income was $1M.
How have Lifesci Advisors plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lifesci Advisors's sponsor-wide assets declined 22.6%, from $9M to $7M.
Which 401(k) plans are similar in size to Lifesci Advisors 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Soar 401(k) Plan in UT ($3M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Lifesci Advisors 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M 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 272268279.

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.